[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::228918333.png) @danielnewmanUV Daniel Newman

Daniel Newman has been active on social media, sharing insights and opinions on various tech companies, including $NVDA, $ORCL, $INTC, $AAPL, and $MU. The most important thing happening lately appears to be the growing excitement around AI investments, particularly with $NVDA's deal with OpenAI and $ORCL's efforts in the AI space. Newman also seems to be bullish on the potential for $INTC's foundry and $AVGO's custom AI chip market share.

### Engagements: XXXXXXX [#](/creator/twitter::228918333/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::228918333/c:line/m:interactions.svg)

- X Week XXXXXXXXX +81%
- X Month XXXXXXXXX +72%
- X Months XXXXXXXXXX +327%
- X Year XXXXXXXXXX +491%

### Mentions: XXX [#](/creator/twitter::228918333/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::228918333/c:line/m:posts_active.svg)

- X Week XXX +26%
- X Month XXX -XXXX%
- X Months XXXXX +52%
- X Year XXXXX +96%

### Followers: XXXXXX [#](/creator/twitter::228918333/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::228918333/c:line/m:followers.svg)

- X Week XXXXXX +3.20%
- X Month XXXXXX +10%
- X Months XXXXXX +29%
- X Year XXXXXX +32%

### CreatorRank: XXXXXXX [#](/creator/twitter::228918333/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::228918333/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::228918333/influence)
---

**Social category influence**
[stocks](/list/stocks)  #1973 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXX% [automotive brands](/list/automotive-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX% [exchanges](/list/exchanges)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #275, [nvda](/topic/nvda) #151, [open ai](/topic/open-ai) #1549, [$amd](/topic/$amd) #80, [$cifr](/topic/$cifr) #9, [$avgo](/topic/$avgo) #14, [$orcl](/topic/$orcl) #29, [$iren](/topic/$iren) #39, [$tsm](/topic/$tsm) #28, [$intc](/topic/$intc) #102

**Top accounts mentioned or mentioned by**
[@thesixfivemedia](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@futurumequities](/creator/undefined) [@thefuturumgroup](/creator/undefined) [@samsolid57](/creator/undefined) [@rebiii333re](/creator/undefined) [@stockstormx](/creator/undefined) [@dhinchcliffe](/creator/undefined) [@patrickmoorhead](/creator/undefined) [@dollarcostavg](/creator/undefined) [@zeff_pena](/creator/undefined) [@el_cid_owneador](/creator/undefined) [@dorse054](/creator/undefined) [@nichola30641241](/creator/undefined) [@schamorro357](/creator/undefined) [@hugot_core5462](/creator/undefined) [@dez_blanchfield](/creator/undefined) [@rwang07](/creator/undefined) [@sorbsrt](/creator/undefined) [@delltech](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Oracle Corporation (ORCL)](/topic/$orcl) [IREN Limited (IREN)](/topic/$iren) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Intel Corporation (INTC)](/topic/$intc) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [TeraWulf Inc. (WULF)](/topic/$wulf) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [Micron Technology, Inc. (MU)](/topic/$mu) [Cream (CRM)](/topic/$crm) [Microsoft Corp. (MSFT)](/topic/$msft) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Palantir (PLTR)](/topic/$pltr) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Oklo Inc. (OKLO)](/topic/$oklo) [Vertiv Holdings Co (VRT)](/topic/$vrt) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Now Coin (NOW)](/topic/$now) [Cameco Corporation (CCJ)](/topic/$ccj) [Centrus Energy Corp. (LEU)](/topic/$leu) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Salesforce Inc (CRM)](/topic/salesforce) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [MercadoLibre Inc (MELI)](/topic/$meli) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Tesla, Inc. (TSLA)](/topic/$tsla) [IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Metadium (META)](/topic/$meta) [IBM (IBM)](/topic/ibm) [Apple, Inc. (AAPL)](/topic/$aapl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Bitcoin (BTC)](/topic/bitcoin) [Solana (SOL)](/topic/solana) [BlackRock Inc (BLK)](/topic/blackrock) [SAP SE (SAP)](/topic/$sap)
### Top Social Posts [#](/creator/twitter::228918333/posts)
---
Top posts by engagements in the last XX hours

"5x Single Stock ETF 🤯 This is why Im always long degenerate humans. 😂"  
[X Link](https://x.com/danielnewmanUV/status/1978601446829596744) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T23:18Z 69.5K followers, 11.6K engagements


"Larry Ellison Robots will be better surgeons than our very best. Better coordination perfect detection can see exactly where the tumor ends and healthy tissue begins precise incisions etc. So yes I was joking below. But its a real inflection for humanity. ❤"  
[X Link](https://x.com/danielnewmanUV/status/1978217966907818278) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T21:54Z 69.5K followers, 12.4K engagements


"Another day. Another big bet on AI as $NVDA $MSFT Blackrock and xAI put in $XX Billion to takeover Aligned Datacenters from Macquarie Asset Management. All capacity will be bought up. As fast as it can be done. Bubble bears will be wrong. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978435303934202276) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T12:18Z 69.5K followers, 8725 engagements


"We have had X Bear Markets in the X last Years. It only feels like its been straight up. There is plenty of room for AI to run these markets up and away 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977148012649480481) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T23:03Z 69.3K followers, 17.8K engagements


"Glad $AVGO and OpenAI announced the next big XX GW custom chip partnership today. It had been too quiet on the AI front. Was starting to think this was just a bubble. 😏😮💨😅"  
[X Link](https://x.com/danielnewmanUV/status/1977733991005393287) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T13:51Z 69.5K followers, 6678 engagements


"Stay with me here $AVGO will work on the $ARM AI Chip which is the OpenAI AI Chip which will be the $ORCL AI Chip and the Stargate AI Chip. And $INTC will be the Fab. Not XXX% but increasingly me thinks so"  
[X Link](https://x.com/danielnewmanUV/status/1963724922259227074) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-04T22:04Z 69.5K followers, 51.1K engagements


"$SAP getting a lift here. Will work with OpenAI to deliver sovereign AI in Germany. Expect more of these types of deals"  
[X Link](https://x.com/danielnewmanUV/status/1970844205884019079) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-24T13:34Z 69.5K followers, 2629 engagements


"Not a single thing about the AI trade or momentum changed today. Next week we will be back to hearing about insatiable demand energy constraints and exciting AI launches partnerships and deals. Not to mention rate cuts and what we expect to be another strong earnings season. Mark it. Game on 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1976785063590478073) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T23:01Z 69.5K followers, 32.6K engagements


"@DollarCostAvg @StockSavvyShay @amitisinvesting $SOFI 😎"  
[X Link](https://x.com/danielnewmanUV/status/1978574779809513774) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T21:32Z 69.5K followers, XXX engagements


"Breaking down AI momentum on Yahoo Finance with Pat Moorhead and Josh Lipton X. OpenAI 🤝 $AMD X. Billionaires calling AI bubble X. The circular revenue deals $NVDA and more X. $ORCL losing on its Blackwell investment X. AI the end of SaaS Fast and furious XX minutes 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1975667679655829988) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T21:00Z 69.5K followers, 11.3K engagements


"$BITF having one for the ages and it feels like it is just getting going. Insatiable AI demand requires all hands on deck. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977767922056794545) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T16:06Z 69.5K followers, 79.5K engagements


"$INTC Panther Lake is a big moment for Intel AND Intel Foundry. Being able to build its next generation AI PC Platform on 18A is a leap forward for the company. Deserves recognition for execution since we always gave criticism when it didn't. Onward. 👏"  
[X Link](https://x.com/danielnewmanUV/status/1976353856062882305) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T18:27Z 69.5K followers, 13.7K engagements


"The $ARM bet to get in on the AI Chip game got a big dose of validation today with the $AMD deal. Literally as much as can be built will be sold. Arm soon and $QCOM as a dark horse toward the end of the decade"  
[X Link](https://x.com/danielnewmanUV/status/1975269648431259679) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T18:39Z 69.4K followers, 7953 engagements


"FUTURUM AI XX (Non-Mag 7) Rebalance is out. X. $AVGO Broadcom XXX X. $TSM Taiwan Semiconductor XXX X. $PLTR Palantir XXX X. $ASML ASML XXX X. $ORCL Oracle XXX X. $ALAB Astera Labs XXX X. $AMD Advanced Micro Devices XXX X. $NET Cloudflare XXX X. $CRWD Crowdstrike XXX XX. $PANW Palo Alto Networks XXX XX. $NBIS Nebius XXX XX. $NOW ServiceNow XXX XX. $SNOW Snowflake XXX XX. $MDB MongoDB XXX XX. $ARM Arm Holdings XXX X Honorable mentions $OKLO $MU $RBRK $CRM $IBM $IREN"  
[X Link](https://x.com/danielnewmanUV/status/1972660048057786726) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-29T13:49Z 69.5K followers, 40.8K engagements


"$WULF investors like What offering Amazing conviction here. Glad I already came in. The capacity boom is a magnet for capital now. Almost too fast. Almost 😅"  
[X Link](https://x.com/danielnewmanUV/status/1978105631354548723) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T14:28Z 69.5K followers, 4512 engagements


"DATA CENTERS ESTIMATED TO UTILIZE XX% OF U.S. POWER BY 2030 X names that should benefit via Futurum Equities: $NEE grid buildout $CCJ uranium supply $VST grid generation $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"  
[X Link](https://x.com/danielnewmanUV/status/1976989226592805145) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T12:32Z 69.5K followers, 67.1K engagements


"$CRM Investor and Financial Analyst Summit kicks off. Important inflection for Salesforce and the SaaS industry at large"  
[X Link](https://x.com/danielnewmanUV/status/1978553019676401865) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T20:06Z 69.5K followers, 5558 engagements


"$DELL Tech Club @ F1. Great way to close out the week. 🏎"  
[X Link](https://x.com/danielnewmanUV/status/1979304253916106954) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T21:51Z 69.5K followers, 3561 engagements


"$ADBE is a great example of market disconnect. Business is performing well but the market is telling you it isn t buying it. Adobe is squarely in the middle of the negative SaaS narrative and has its work cut out to prove they can make the pivot. 👀"  
[X Link](https://x.com/danielnewmanUV/status/1978793679931236756) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T12:02Z 69.5K followers, 7859 engagements


"The AI revolution is moving 7x faster than the internet. Incredible pace of disruption. Buckle up. 🏎 💨"  
[X Link](https://x.com/danielnewmanUV/status/1977413977773920427) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T16:40Z 69.4K followers, 11.2K engagements


"This or That featuring $NVDA $AMD $AVGO $TSM $INTC and more. My picks👇 rapid fire"  
[X Link](https://x.com/danielnewmanUV/status/1976075265068675397) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T00:00Z 69.5K followers, 18.9K engagements


"$TSM expanding 2nm in Arizona to meet surging AI demand. Because AI demand is real. Sorry bubble bears. 🐻😅"  
[X Link](https://x.com/danielnewmanUV/status/1978821074939723938) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T13:51Z 69.5K followers, 11.4K engagements


"Whoa. $CRM just announced a $60+ Billion revenue target and it will achieve Rule of XX growth by 2030. That level of execution would mean Salesforce is HIGHLY UNDERVALUED here and indicates it is betting big it can win the agentic layer of the enterprise"  
[X Link](https://x.com/danielnewmanUV/status/1978577485026509101) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T21:43Z 69.5K followers, 30.5K engagements


"$VKTX continues its climb back after the nonsense sell off following its phase X data drop. Shorts had their fun. But its the most promising GLP Pill out there. And it will have its day. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975198563962630204) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T13:56Z 69.5K followers, 8970 engagements


"$SOFI you are still near and dear to my heart even if I have gotten a little distracted by $CIFR 😂"  
[X Link](https://x.com/danielnewmanUV/status/1978172284058685712) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T18:53Z 69.5K followers, 11.7K engagements


"$CRM partners with OpenAI to integrate its Agent platform into ChatGPT. Clever pivot from Marc Benioff and team to counter the negative SaaS narrative. Bring enterprise apps to popular generative platforms now to protect the moat. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978071045211844788) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T12:11Z 69.5K followers, 7562 engagements


"Its very realistic that OpenAI will have 2-3 Billion users and $100-150 Billion in annual revenue by 2030. All of the questions about how it will pay for its commits to $NVDA $AMD $AVGO etc will all fade away if it grows revenue and users at that rate. With nearly a billion users already I think too many are underestimating its growth"  
[X Link](https://x.com/danielnewmanUV/status/1978456772047261753) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T13:43Z 69.5K followers, 8961 engagements


"My favorite market stupidity descriptor: nonsense New favorite: Fuckery Ill be using this one for the time being. 😏😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1978099521738420492) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T14:04Z 69.4K followers, 5364 engagements


"AI is the engine of growth. All in. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1979179716922810812) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T13:36Z 69.5K followers, 8969 engagements


"$NVDA deal flow has been incredible. Here is a useful list of major AI chip deals from OpenAI $INTC $AMD $AVGO and more. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975585208423362873) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T15:33Z 69.5K followers, 6491 engagements


"I get asked about calls and options a lot. I dont buy calls in companys I invest in. I buy common. But I do use options to hedge positions or play volatility. For instance today I wrote $HIMS 24/18 Put Spreads for March 2026 and collected $.80 per share on the spread. I doubt that I will be assigned these shares but the high IV today drove premiums up and I would gladly buy more HIMS in this price window if it fell this far. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1979259352923148432) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T18:52Z 69.5K followers, 4277 engagements


"Didn't need the Fed to tell me this.Been here for a minute. 😏"  
[X Link](https://x.com/danielnewmanUV/status/1978524190727668131) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T18:11Z 69.5K followers, 8701 engagements


"I see a lot of TACO criticism but really cant understand why Im quite pleased to see de-escalation and cooler heads prevail. TACO away Mr. President. 💪🏻🫡"  
[X Link](https://x.com/danielnewmanUV/status/1977535283865514489) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T00:42Z 69.3K followers, 10.3K engagements


"Increasingly looking like Friday was a gift for the Buy the Dip crowd. 😏🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977397089387573275) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T15:32Z 69.3K followers, 26.2K engagements


"$AMD biggest winner of past two weeks. OpenAI deal + $ORCL. $NVDA still set up to be the long term winner by revenue/margin dollars. $AVGO has absolutely cornered the XPU opportunity. Amazing. Not a zero sum game. Will keep saying this until people stop trying to make it one. 💪🏻😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1978104600487223402) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T14:24Z 69.5K followers, 20.9K engagements


"$ORCL OCI updated X year CAGR from XX% to XX% delivering $XXX Billion by FY 2030.👏🏻🚀 AI demand = everything that can be built will be sold"  
[X Link](https://x.com/danielnewmanUV/status/1978890163603337513) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T18:25Z 69.5K followers, 16.2K engagements


"One year ago this week. What massive change for both $INTC and $AMD since this photo was taken"  
[X Link](https://x.com/danielnewmanUV/status/1978515435512266800) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T17:36Z 69.5K followers, 8880 engagements


"Tech earnings will be very very good. 😮💨 ThereI just saved you hours of reading and watching analyst interviews. 😬😏"  
[X Link](https://x.com/danielnewmanUV/status/1978944785030266951) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T22:02Z 69.5K followers, 16.6K engagements


"The $ORCL is losing bigly on its $NVDA story feels a bit misleading. At first blush it looks like standing up the equipment and timing of purchase versus deployment is the cause not a lack of demand or pricing power. Feels misleading at best and pure FUD at worst"  
[X Link](https://x.com/danielnewmanUV/status/1975587774704329073) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T15:43Z 69.5K followers, 36.8K engagements


"AI COMPANIES BY MARGIN (best to worst) Unicorn (40%+) $NVDA $AVGO $CIFR $TSM $CRDO Elite (30-39%) $ARM $ALAB $CDNS $KLAC $MSFT $MU $GOOGL $SNPS $MRVL $ORCL Good (20-29%) $ASML $LRCX $IREN Solid (0-20%) $AMD $AMZN $INTC Negative (0%) $NBIS $CRWV"  
[X Link](https://x.com/danielnewmanUV/status/1972427282024103941) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-28T22:24Z 69.5K followers, 67.4K engagements


"I struggled with OpenAI eyewatering valuation for a long time. But the reason was I only saw the business as the LLM's and not what it is setting up to be. The recent wave of OpenAI deals is structurally setting it up to be the world's largest AI hyperscaler AND with its models it is also setting up to be the world's largest AI software company. The bet here is asymmetric but Sam is selling the vision of one provider to rule them all powered by models infrastructure and eventually AGI. It is a bold bet but the oversubscribed investments in each round prove that investors think this is"  
[X Link](https://x.com/danielnewmanUV/status/1975937831894757632) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T14:54Z 69.4K followers, 12K engagements


"Breaking down the complex $AMD OpenAI deal for the street and its downstream impacts on AI $NVDA and more"  
[X Link](https://x.com/danielnewmanUV/status/1975247332330357154) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T17:10Z 69.4K followers, 19.3K engagements


"Let's go Join us now. Futurum Equities Podcast Episode #16 $NFLX $MELI $RDDT $RKLB $ASTS $EOSE $CLPT $NVDA $QCOM $AVGO $SOFI $IREN $NBIS $CIFR $TSLA $INTC $OSCR $MU $PFE 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1974160707521519995) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-03T17:12Z 69.5K followers, 23K engagements


"$GOOGL search accelerating XX% Y/Y. The entire ChatGPT is killing Google was and is next level nonsense. 😬😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1976657583688851783) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T14:34Z 69.5K followers, 33.5K engagements


"Quantum may be early in its commercial feasibility but the inflows government deals and industry investments ( $NVDA etc) into quantum names $IONQ (hold this name) $RGTI $CCCX etc suggest that the market (whether it understands quantum or not) firmly believes the technology will improve and will play a meaningful role in the future of technology and society"  
[X Link](https://x.com/danielnewmanUV/status/1977817266067501379) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T19:22Z 69.5K followers, 22.5K engagements


"THE FUTURUM AI FIFTEEN REBALANCE IS OUT Each company is scored using our proprietary AIRometer -- a composite signal that reflects both current evaluation & future trajectory across the AI stack. X. $AVGO Broadcom XXX X. $TSM Taiwan Semiconductor XXX X. $PLTR Palantir XXX X. $ASML ASML XXX X. $ORCL Oracle XXX X. $ALAB Astera Labs XXX X. $AMD Advanced Micro Devices XXX X. $NET Cloudflare XXX X. $CRWD Crowdstrike XXX XX. $PANW Palo Alto Networks XXX XX. $NBIS Nebius XXX XX. $NOW ServiceNow XXX XX. $SNOW Snowflake XXX XX. $MDB MongoDB XXX XX. $ARM Arm Holdings 7.1"  
[X Link](https://x.com/danielnewmanUV/status/1972471555608215953) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-29T01:20Z 69.5K followers, 38.5K engagements


"$TSM Executes on Every Metric as Expected 💪🏻 Sales $33.1B vs Est. $31.5B EPS $XXXX vs Est. $XXXX Gross margin XX% vs Est. XX% Net income $15.1B vs Est. $13.9B Advanced nodes (7nm) were XX% of wafer revenue Q4 Guidance Sales $32.8B vs Est. $32.0B Gross margin XX% vs. Est. XX% Operating margin XX% Also: Still not a bubble 😏😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1978800163549237418) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T12:28Z 69.5K followers, 5926 engagements


"Yup. $GOOGL TPU as merchant silicon is happening"  
[X Link](https://x.com/danielnewmanUV/status/1979215150788829307) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T15:57Z 69.5K followers, 11K engagements


"$MSFT cloud success over the past few years is highly correlated to its aggressive investment in $NVDA. Longer term in-house infrastructure may be valuable but the first wave has been built on NVIDIA and he who has the capacity has seen the growth. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1976346949751341098) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T18:00Z 69.5K followers, 12.6K engagements


"$HIMS has been wild this week. Momentary short squeeze followed by an absolute mollywhopping today. Adding via options here. 👊🏻😬"  
[X Link](https://x.com/danielnewmanUV/status/1979227945181815265) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T16:48Z 69.5K followers, 9883 engagements


"$NVDA $AMD + $AVGO announced XX GW in Chip deals with OpenAI in the last X weeks. And yet $TSM is the biggest winner here. 😏 Just in case you didnt know. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1977831718599156187) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T20:20Z 69.5K followers, 9919 engagements


"My 2029 Custom AI Chip Market Share Estimate: $AVGO XX% $MRVL XX% $ARM X% $QCOM X% MediaTek (TW) X% Alchip & GUC X% Based on Futurum $XXX Billion 2029 Forecast"  
[X Link](https://x.com/danielnewmanUV/status/1967706145805718004) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-15T21:44Z 69.5K followers, 37.1K engagements


"$TSM sees AI Accelerator growth at mid XX% range from now to 2029. This is extremely bullish for $AVGO and $MRVL and a few others. This also would put the CAGR of GPU up considerably as we had seen it fall to XX% by 2029 so this would also push the $XXX Billion of GPU in 2029 considerably higher. This of course is strong upside for $NVDA and $AMD We had XX% in our last XPU forecast and that will be updated as we continue to see strong upside for custom AI and all of this means tremendous upside for $MU and for $TSM (of course)"  
[X Link](https://x.com/danielnewmanUV/status/1978909556236272110) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T19:42Z 69.5K followers, 7644 engagements


"Next XX hours Austin Vegas SFO for: $DELL Analyst Summit $NTAP Insight $ORCL AI World $CRM Dreamforce Home by Weds night. ✈ Whats the over under on times Ill hear AI 😬😅"  
[X Link](https://x.com/danielnewmanUV/status/1977813766890017037) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T19:08Z 69.5K followers, 6253 engagements


"Remember when the masses lauded DeepSeek for training a model better than OpenAI using only X $INTC Pentium X chips and a Linksys router 😏😆"  
[X Link](https://x.com/danielnewmanUV/status/1961809731628028175) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-08-30T15:14Z 69.5K followers, 9886 engagements


"$NVDA and $TSLA are the two obvious names set to win physical AI. $QCOM is the sneaky one that I think will surprise. 👊🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1972705337691009048) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-29T16:49Z 69.5K followers, 33.8K engagements


"@StPeteBrando Agree but a very specific talent archetype"  
[X Link](https://x.com/danielnewmanUV/status/1978529610418520117) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T18:33Z 69.5K followers, XX engagements


"Yes the $ORCL story is realreal nonsense.😬😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1975597500422918440) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T16:22Z 69.5K followers, 12.3K engagements


"$TSM revenue jumps more than XX% Y/Y in September on continued strong AI demand. Not. A. Bubble. Sorry 🐻"  
[X Link](https://x.com/danielnewmanUV/status/1976391927684854014) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T20:58Z 69.5K followers, 33.6K engagements


"$NVDA will likely end up owning part of $AMD indirectly via its OpenAI deal. 🤓 Jensen seems to be covering all angles. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975176379298689155) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T12:28Z 69.5K followers, 48K engagements


"$NVDA is not a bubble. Nor are the Mag X or many names powering the AI boom. But there can be names dragged along in high growth times like this which are full of speculation and excitement. (And risk) Like this lengthy list of companies with a billion+ dollar market cap and no revenues. $RGC Regencell Bioscience $QMMM QMMM $DGNX Diginex $TMC TMC the metals company $OKLO Oklo $TMQ Trilogy Metals $ASTS AST SpaceMobile $RGTI Rigetti Computing $QS QuantumScape $CRML Critical Metals $LAC Lithium Americas $PPTA Perpetua Resources $USAR USA Rare Earth $JOBY Joby Aviation $NNE NANO Nuclear Energy"  
[X Link](https://x.com/danielnewmanUV/status/1978623159202148443) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T00:44Z 69.5K followers, 11.5K engagements


"$AVGO OpenAI deal another reminder the AI chip race isnt zero sum. It is all hands on deck. $NVDA + $AMD + Broadcom to meet the insatiable demand. There will be many winners here. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977735080534548558) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T13:56Z 69.5K followers, 7471 engagements


"Sometimes I tried to tell everyone. Wondering who listened 🤓 Broadcom is the custom chip rocket ship. $AVGO 🤝 OpenAI in XX GW Chip Deal. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977725458474033538) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T13:17Z 69.5K followers, 8624 engagements


"I'm all for debating with real people here on X. Awesome to have thoughtful debates with real people. Too many anonymous types hiding behind avatars though. Never going to engage if someone doesn't have the courage to stand behind their post. Onward. 🙌"  
[X Link](https://x.com/danielnewmanUV/status/1978247087771750466) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T23:50Z 69.5K followers, 8671 engagements


"$1 Trillion in semis by 2030. 👀 An AI powered super-cycle driven by innovation in datacenters robotics autonomy edge PCs and handsets. The next X years will prove to be a monster for $TSM $NVDA $AVGO $AMD $ARM $MU $MRVL $INTC $QCOM and more. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977703285579448792) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T11:49Z 69.5K followers, 17.7K engagements


"@DollarCostAvg Probably $CIFR"  
[X Link](https://x.com/danielnewmanUV/status/1978215748024795456) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T21:46Z 69.4K followers, XXX engagements


"$AMD 🤝 OpenAI in a massive 6GW compute agreement to supply Helio Rack Scale. The AI party continues and OpenAIs chase to meet the massive capacity requirements it expects goes on. 💪🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1975154163484119549) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T11:00Z 69.5K followers, 12.3K engagements


"Remember when I said $ARM and $AVGO would work on the OpenAI chip👏🏻 Now we just need it fabbed out at $INTC for $ORCL and Stargate and I will officially be a fortune teller 🔮"  
[X Link](https://x.com/danielnewmanUV/status/1977912113315160129) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T01:39Z 69.5K followers, 17.1K engagements


"An AI bubble bear told me yesterday that they are committed to their opinion as a means to protect retail investors from losing big when the AI bubble bursts. I mean yes at some point there will be a drawdown even if it isnt an explosion. We can all agree on this. But on the other side of the coin many retail investors in names like $NVDA $ALAB $AMD $EOSE $IREN have seen returns in the hundreds or even the thousands of percent in the multi year rise that has come from this AI boom. In many cases even if there is a 50-70% drawdown and these retail investors never sell a share they would still"  
[X Link](https://x.com/danielnewmanUV/status/1978465073686548887) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T14:16Z 69.5K followers, 13.9K engagements


"I freaking knew it. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1979273024328073328) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T19:47Z 69.5K followers, 8157 engagements


"$HIMS risk is regulatory capture not $NVO dropping its pants and selling discounted Ozempic at Costco. Novo is cutting its price sharply because compounding allows more customized and personalized weight loss for patients at a lower price. (read: optimized dosage) So long as compounding is allowed HIMS will be able to better and more inexpensively deliver GLPs to its customers. The whole sell off is FUD driven. Watch the regulatory space. If Peptides are labeled as biologics Big Pharma has one and then HIMS has an issue. For non its just bear nonsense. And yes Im long HIMS. Mark it. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1974453098002133202) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-04T12:34Z 69.5K followers, 31.9K engagements


"That X% Nasdaq correction that so many people had been waiting for finally arrived. 😬"  
[X Link](https://x.com/danielnewmanUV/status/1976739552548282438) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T20:00Z 69.5K followers, 20.4K engagements


"Opening a new position in the AI + Energy + Mining space tomorrow $CIFR $IREN and This is not zero sum. Its all hands on deck"  
[X Link](https://x.com/danielnewmanUV/status/1976095865317286117) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T01:22Z 69.5K followers, 79.8K engagements


"Ill save you XX minutes. Not a bubble. 😏😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1979291681645117449) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T21:01Z 69.5K followers, 4225 engagements


"$DELL just raised its long-term outlook ahead of its Investor Day in NYC. Revenue growth now XX% (was 34%) EPS growth 15%+ (was 8%) Stock is up X% premarket 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1975548740040794115) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T13:08Z 69.5K followers, 17.6K engagements


"Reminder that $TSM earnings couldnt be more bullish for the AI demand outlook. TSMC guide is one of the best indications of what lies ahead in technology. 💪🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1979155667098227021) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T12:00Z 69.5K followers, 7952 engagements


"Snuck one in with The Street this morning to talk $AMD $NVDA and the AI trade. 👀👊🏻 Drops soon"  
[X Link](https://x.com/danielnewmanUV/status/1975211716897296849) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T14:49Z 69.4K followers, 4805 engagements


"$ORCL will do very well with its $NVDA Blackwell investment. The FUD this week was nothing more than that. 😬👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977114868827529513) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T20:51Z 69.5K followers, 7710 engagements


"The quiet part out loud that Fed Chair Powell wont say is that with the speed of AI proliferation the real risk to jobs is material and industry cant keep up with the reskilling that needs to take place. 😮💨 Its not the change its the speed of change. We will struggle to react/adapt. Watch 😬👀"  
[X Link](https://x.com/danielnewmanUV/status/1978137258650894696) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T16:34Z 69.5K followers, 8764 engagements


"@edzitron Maybe. LOL. A lot is priced in right Havent heard that but would love to hear more"  
[X Link](https://x.com/danielnewmanUV/status/1978211104477049109) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T21:27Z 69.4K followers, XXX engagements


"OpenAI 2026 Revenue Projection $XX Billion Anthropic 2026 Revenue Projection $XX Billion Wild how fast Anthropic is growing and doing so without a whole lot of press or capex (compared to OpenAI)"  
[X Link](https://x.com/danielnewmanUV/status/1978523939434356786) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T18:10Z 69.5K followers, 15K engagements


"Momentary dip led me to buy more $CIFR $WULF and $BITF. Hard to believe this algorithmic headline selling will hold up. But a little cooling off isn't such a bad thing. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1976677315489959980) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T15:52Z 69.5K followers, 13.6K engagements


"How am I playing the AI utility trade Easy peezy Top X $IREN $CIFR $WULF. but $BITF is my X in case you were wondering. 👊🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978168374589825423) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T18:37Z 69.5K followers, 86.1K engagements


"$CIFR ultra low cost access to power provides a great competitive advantage for it and its future partners. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978936809875800201) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T21:31Z 69.5K followers, 34.7K engagements


"Walking through a Vegas hotel+casino during a big tech event at 3:30AM heading to the gym is an absolute must experience for those that want to understand the reason Im perpetually long on human degeneracy. 🫣"  
[X Link](https://x.com/danielnewmanUV/status/1978458396979269699) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T13:50Z 69.5K followers, 6085 engagements


"Remember the DeepSeek moment that caused $NVDA to drop XX% and the company to lose $XXX Billion in market cap in one day That really was some first class nonsense and the talk track that persisted for weeks about the end of the infrastructure couldnt have been more wrong. Glad a few of us made it our mission to right that wrong. 👊🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978645288194839018) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T02:12Z 69.5K followers, 19.8K engagements


"$SOFI someone knew something 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1975224396307710193) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T15:39Z 69.5K followers, 17.7K engagements


"Occasionally I see the future 🔮🤣"  
[X Link](https://x.com/danielnewmanUV/status/1978132347833716962) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T16:14Z 69.4K followers, 10K engagements


"$PANW ❤ $CYBR What company should be added to our Futurum Equities Cyber X now that X and X have committed to tying the knot"  
[X Link](https://x.com/danielnewmanUV/status/1950600283286839635) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-07-30T16:52Z 69.4K followers, 5610 engagements


"$CRM Dreamforce is absolutely wall to wall. The enterprise software bull case IRL 😎"  
[X Link](https://x.com/danielnewmanUV/status/1978504066649973097) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T16:51Z 69.5K followers, 4389 engagements


"2029 will see nearly $X Trillion in AI Capex (CITI) with over $XXX Billion from $AMZN $META $GOOGL and $MSFT. Just one more $3+ Trillion AI investment call by 2030. Hard to bet against an investment boom like this. 💪🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977692874725593198) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T11:08Z 69.4K followers, 23K engagements


"@COentrepreneur Smarty 🤓"  
[X Link](https://x.com/danielnewmanUV/status/1979012743609934125) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T02:33Z 69.5K followers, XX engagements


"$SOFI Galileo 🤝 $AMZN AWS to partner to build the future of FinTech Applications on the AWS platform. 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978818680696807432) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T13:41Z 69.5K followers, 20.5K engagements


"$IREN and $CIFR enthusiasm is being driven by the insatiable demand for AI capacity and there is no demand ceiling at this point. 🚀 Why I have positions in both. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975720302824075361) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T00:30Z 69.5K followers, 59.4K engagements


"The interdependence between US and China is so high. No one holds all the cards. The bark is worse than the bite and at some point the market needs to stop the nonsense and understand this is all part of finding a path forward"  
[X Link](https://x.com/danielnewmanUV/status/1978835614221938983) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T14:49Z 69.5K followers, 19.1K engagements


"Good morning to all my friends long AI and AI utilities. $CIFR $IREN $WULF $BITF looking good in the pre-market. Lets hope this isnt more PM fuckery. 😏👊🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978421647334949318) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T11:24Z 69.5K followers, 33.5K engagements


"$AMD 🤝 OpenAI Deal 10-minute-deep dive on The Street"  
[X Link](https://x.com/danielnewmanUV/status/1975257942439182579) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T17:52Z 69.5K followers, 11K engagements


"$IREN $WULF and $CIFR will be significant beneficiaries of the insatiable demand for AI energy + capacity"  
[X Link](https://x.com/danielnewmanUV/status/1972026113078841809) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-27T19:50Z 69.5K followers, 103.2K engagements


"$AMD deal with OpenAI was kind of brilliant. 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1976034369677770934) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T21:18Z 69.5K followers, 13.6K engagements


"Funny thing about all the bulls saying AI isnt a bubble and the bears saying it is In due time we will find out who is right and who isnt. Btw. It isnt a bubble and Im right. 😬😏 But if by some long shot Im wrong. Im willing to stand up and say Im wrong. 😮💨 Time will tell 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978292692972167214) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T02:51Z 69.5K followers, 9178 engagements


"What Larry Ellison says $ORCL is looking to solve with AI. Very focused on health and food supply. We (society) will live better lives and eat better foods Lets just say he is quite bullish. And why wouldnt he be 😏"  
[X Link](https://x.com/danielnewmanUV/status/1978229368787738927) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T22:40Z 69.5K followers, 7259 engagements


"The AI rally is the most hated rally Ive seen but it doesnt mean its a bubble. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975908474300358805) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T12:57Z 69.5K followers, 10.6K engagements


"Assuming Monday opens up bigly after the de-escalation most of retail will have missed the dip. 😬"  
[X Link](https://x.com/danielnewmanUV/status/1977424881273700597) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T17:23Z 69.5K followers, 22K engagements


"$CIFR early Christmas sale today was too good to pass up. Adding here. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1979257114930389463) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T18:44Z 69.5K followers, 16.6K engagements


"Appreciate all the people sharing the $AVGO + OpenAI news and screenshots with me. Its nice to see all that table pounding didnt lead to any brushing. 😅"  
[X Link](https://x.com/danielnewmanUV/status/1977771565178868032) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T16:21Z 69.5K followers, 4797 engagements


"This was a Joke in case you all think Im serious. 🤣😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1978208213313953795) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T21:16Z 69.5K followers, 2131 engagements


"Show me the math. based on real verifiable data and Ill acquiesce. A completely cherry picked set of numbers that arent publicly available to prove something very damming Do you have a certain bend on the market that you are leaning into Meanwhile. Im listening to Larry right now. He confirmed the build of Abilene and the underlying power. So maybe hes lying he just shared it in front of a few hundred thousand people at the companys event"  
[X Link](https://x.com/danielnewmanUV/status/1978222595440009644) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T22:13Z 69.5K followers, XX engagements


"Sunday is just another day to put in the work. 💪🏻👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977405954800169105) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T16:08Z 69.3K followers, 6159 engagements


"All roads lead to $NVDA"  
[X Link](https://x.com/danielnewmanUV/status/1975949548746146236) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T15:40Z 69.5K followers, 35K engagements


"$DELL vice chairman Jeff Clark sharing a pivotal data set for investors. ✅ Agents drive 4-15x more tokens and up to 100x more compute. ✅ XX% of all new data generated is unstructured ✅ Inference at the edge is becoming more powerful seeing high performance language models now 142x smaller than in 2022. We agree on the inference explosion. It is fueling the run on capacity and is the clear driver of deals like $AMD + OpenAI yesterday"  
[X Link](https://x.com/danielnewmanUV/status/1975559334160429300) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T13:50Z 69.5K followers, 6165 engagements


"TBC already in $CIFR $IREN so adding a 3rd"  
[X Link](https://x.com/danielnewmanUV/status/1976104993376907575) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T01:58Z 69.4K followers, 8959 engagements


"The future of enterprise software is a ChatGPT experience with XXX% trusted governance compliance execution and security. $GOOGL $CRM $MSFT $NOW $IBM all chasing this. OpenAI working at this from the other direction. Not winner take all but winner take most. Game on"  
[X Link](https://x.com/danielnewmanUV/status/1978517925859336251) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T17:46Z 69.5K followers, 4185 engagements


"Whoa $IREN retail investors with stop losses got absolutely blown out in a flash crash. Have to be careful using stop losses on high beta stocks. 👀"  
[X Link](https://x.com/danielnewmanUV/status/1976833014329229827) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T02:11Z 69.5K followers, 132.1K engagements


"@BenBajarin We had 30%. Didnt you tell me that was too high 😅🤣 Seems we are all underestimating 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978841781690110017) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T15:13Z 69.5K followers, XXX engagements


"$NVDA is the best AI play by an inconceivable margin. $GOOGL is wildly undervalued and has a lot more AI horsepower than it is given credit for. $AAPL is a cash machine that has a deservedly terrible narrative after fumbling its AI strategy for 2+ years"  
[X Link](https://x.com/danielnewmanUV/status/1949544434896421010) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-07-27T18:56Z 69.5K followers, 193.8K engagements


"I realize when insiders sell it has a bearish sentiment to it. But not every time an insider sells is it some end of the world bearish event. There are countless reasons like paying taxes that execs sell stock. Not to mention sales aren't open market but scheduled well in advance. The whole "so and so exec" sold shares recently as some 'end of days' queue is largely just nonsense"  
[X Link](https://x.com/danielnewmanUV/status/1975286744527356342) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T19:47Z 69.5K followers, 9535 engagements


"I am hearing the exact same thing. No one is questioning demand. Its an absolute arms race. The concern is all about capacity resources and labor. We literally cannot build AI demand to meet the need. Everything that can be built will be consumed. Its a gold rush. 💥"  
[X Link](https://x.com/danielnewmanUV/status/1977918355886555386) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T02:04Z 69.5K followers, 66.3K engagements


"$ORCL AI Economics 💰 X GW = $XX Billion Revenue GM = XX% This seems more profitable than the XX% story that hit a week or two ago. Furthermore costs are going down with each implementation which will drive margins up. Hard not to re-rate Oracle to the upside here"  
[X Link](https://x.com/danielnewmanUV/status/1978881999675805703) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T17:53Z 69.5K followers, 17.9K engagements


"$CIFR is my number one AI utility play. No further explanation needed"  
[X Link](https://x.com/danielnewmanUV/status/1976398425286668406) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T21:24Z 69.5K followers, 113.4K engagements


"@BenBajarin Well. Depends what we add in and the pricing power but I get your point 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1978845257862111429) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T15:27Z 69.5K followers, XXX engagements


"Very unlikely imo that Jensen and $NVDA didnt know anything about this $AMD deal"  
[X Link](https://x.com/danielnewmanUV/status/1975160271976247698) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T11:24Z 69.4K followers, 31.3K engagements


"2 important themes. One image $TSM is an amazing company continuously gaining share and has more than XX% of advanced the semiconductor manufacturing market. Also. Why $INTC so desperately needs to succeed for the sake of efficient markets supply chain resilience and western exceptionalism. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1977125215252455864) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T21:32Z 69.5K followers, 18.2K engagements


"Think of how many things we said AI wasn't good at when ChatGPT first came out and think about now. It has only been X years. The speed of improvement continues to accelerate. Incredibly exponential times. Very exciting. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978556935113789742) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T20:21Z 69.5K followers, 3808 engagements


"The XX biggest beneficiaries of the Big Beautiful Bill. X. $NVDA NVIDIA X. $TSM Taiwan Semi X. $PLTR Palantir X. $AVGO Broadcom X. $RKLB Rocket Lab X. $ASTS AST SpaceMobile X. $EOSE Eos Energy X. $MU Micron X. $VRT Vertiv XX. $OKLO Oklo New Signal from our @FuturumEquities team👇🏻🔥"  
[X Link](https://x.com/danielnewmanUV/status/1943037141199786237) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-07-09T19:58Z 69.5K followers, 19.5K engagements


"I guess next Monday we get the $INTC + OpenAI deal announced 😏😂"  
[X Link](https://x.com/danielnewmanUV/status/1977896711554052608) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T00:38Z 69.5K followers, 18K engagements


"As I have been saying. Premarket Fuckery. $IREN $CIFR $WULF all deep green to red. Never trust the premarket. 😬😅"  
[X Link](https://x.com/danielnewmanUV/status/1978516360889057617) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T17:40Z 69.5K followers, 23.3K engagements


"An $ORCL + $CIFR capacity announcement at Oracle AI World would be absolutely delicious. 🤌🏻🤞🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977743306277740615) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T14:28Z 69.5K followers, 45.5K engagements


"$CRM pushing a leaner Agentic Enterprise narrative. Nearly doubling operating margin in X years. This will be heavily driven by AI + lower headcount"  
[X Link](https://x.com/danielnewmanUV/status/1978579910093357380) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T21:53Z 69.5K followers, 7205 engagements


"$QCOM Bull thesis in XX seconds. Next 4-6 quarters expanding into robotics autonomy datacenter physical AI. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977723050977063369) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T13:08Z 69.5K followers, 42.7K engagements


"Market selling off on Tariff news. We know how this story ends"  
[X Link](https://x.com/danielnewmanUV/status/1976673800193540341) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T15:38Z 69.5K followers, 207.1K engagements


"Remember all the way back to Sunday when I said today may be a rip your face off kind of rally Holy AI utilities. $IREN $CIFR $BITF 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977815082559254611) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T19:13Z 69.5K followers, 20.2K engagements


"Larry Ellison $ORCL AI World keynote begins in just a few minutes. Ive never seen this much energy at an Oracle event. Completely different vibe. Almost GTC like enthusiasm. Its all in AI strategy has transformed this company. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978212208279744888) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T21:31Z 69.5K followers, 7161 engagements


"$AMD gets another massive commit from $ORCL with a 50k GPU commit starting in 2026. Such an important win for AMD following the OpenAI deal. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978074433483895120) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T12:24Z 69.5K followers, 16.9K engagements


"I see almost X risk of an AI bubble bursting because a lack of demand for AI. The biggest risk is resources and capacity to scale for the unprecedented surge of demand that is coming. We havent seen nothing yet. This has only just begun. 🚀 Mark it. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977899645645762711) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T00:49Z 69.3K followers, 16.6K engagements


"$MU Forward PE of XX feels ridiculously cheap. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1972629484865192068) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-29T11:48Z 69.5K followers, 9275 engagements


"$AMD has had an incredible X weeks with its $ORCL and OpenAI deals. $NVDA still dominates GPU share and we dont see that changing. But AMD has turned a corner that many had said it couldnt. 👊🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978210719524073585) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T21:26Z 69.5K followers, 25.3K engagements


"Still way too many people commenting on $NVDA calling it NUHVIDEA 😬😮💨🤣"  
[X Link](https://x.com/danielnewmanUV/status/1970289085228146820) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-23T00:48Z 69.4K followers, 6408 engagements


"$IREN next up. Multi-year cloud deals for its 23k GPUs + power. 💪🏻 Been banging on this one and $CIFR. Right now feels like every bit of compute and energy capacity that can be built will be sold. Its an absolute arms race. Securing power and compute will determine the winners X and 10+ years in the future"  
[X Link](https://x.com/danielnewmanUV/status/1975534106533396887) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T12:10Z 69.4K followers, 22.5K engagements


"U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY 2028 X Power Players to watch: $NNE grid buildout $CCJ uranium supply $VRT power & cooling $VST grid generation $LEU enriched uranium fuel $CEG nuclear baseload $EOSE long-duration storage"  
[X Link](https://x.com/danielnewmanUV/status/1972061844371394691) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-27T22:12Z 69.5K followers, 110.4K engagements


"$HIMS I love it when CEOs let us know they are paying attention. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978569105704620142) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T21:10Z 69.5K followers, 18.7K engagements


"Being short $HIMS is like being short AI. Sure there is a case but it isnt a good one. Peptides HRT and Personalized wellness/longevity are the AI of human evolution. No one has built a scale platform like HIMS and HERS to address this"  
[X Link](https://x.com/danielnewmanUV/status/1978532602878500870) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T18:45Z 69.5K followers, 12.7K engagements


"$QCOM is just another pawn in U.S. / China political nonsense. $NVDA $AMD $MU all impacted by this. Nothing to see here 🙈"  
[X Link](https://x.com/danielnewmanUV/status/1976792124638281970) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T23:29Z 69.5K followers, 6759 engagements


"Memory capacity is also massively constrained. Companies that didnt buy in advance are toast. Prices are going to soar on any remaining capacity. $MU has ultimate pricing power. This memory cycle is different. Watch 👀🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977926116716212362) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T02:35Z 69.5K followers, 11.2K engagements


"And just like that we are so back. 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977418438260994235) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T16:57Z 69.3K followers, 59K engagements


"The smartest engineers I know are spending their own fortunes to build and train these AI models. $ORCL Chairman Larry Ellison Went on to share that in the Internet bubble the pioneers werent laying their own fortune to build the fugitive. This is the highest value technology weve ever seen"  
[X Link](https://x.com/danielnewmanUV/status/1978216566597853392) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T21:49Z 69.5K followers, 21.3K engagements


"$QCOM is a name I like over the next 4-6 quarters to capitalize on physical AI robotics and Autonomy. This Arduino deal scales the physical AI and IoT play while giving Qualcomm a community of XX million developers working on high volume edge IoT and robotics hardware + software. I keep sayingit will take some time but Qualcomm has the portfolio in all the areas that could change how its valued substantially. 👀"  
[X Link](https://x.com/danielnewmanUV/status/1975567349789937765) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T14:22Z 69.5K followers, 29.9K engagements


"AI utilities including $EOSE $NBIS $WULF $CIFR $CRWV $APLD $IREN all expected to see explosive revenue growth next year. 🚀 Hard to imagine betting against this growth and momentum. 😬"  
[X Link](https://x.com/danielnewmanUV/status/1978069860681675160) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T12:06Z 69.5K followers, 176.4K engagements


"Anyone pick up on the fact the $XX Billion XPU customer announced by $AVGO last quarter wasnt OpenAI It is another customer (TBD). Incredible work by Hock and team to take another volume socket. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978106222805946813) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T14:30Z 69.5K followers, 6902 engagements


"$TSM sees AI XPU growth at mid XX% range from now to 2029. This is extremely bullish for $AVGO and $MRVL and a few others. We had XX% in our last XPU forecast and that will be updated as we continue to see strong upside for custom AI"  
[X Link](https://x.com/danielnewmanUV/status/1978906090436718828) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T19:29Z 69.5K followers, 3663 engagements


"Y'all remember when organization size was a flex In the AI era the new flex is most revenue with the fewest headcount"  
[X Link](https://x.com/danielnewmanUV/status/1978521034765590983) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T17:59Z 69.5K followers, 5712 engagements


"$IREN was a top pick in our recent AI XX as we rebalanced our research for a massive wave of AI utility deals"  
[X Link](https://x.com/danielnewmanUV/status/1977771027397833118) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T16:18Z 69.5K followers, 39.9K engagements


"$GOOGL overwhelmingly selected as favorite to win 2025 AI race. Sometimes I get things right. 😏😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1977512449310924936) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T23:11Z 69.3K followers, 12.9K engagements


"Morning show let's go 🚀 Futurum Equities Podcast Episode #17 $NBIS $DOCN $IREN $CIFR $WULF $RGTI $IONQ $PLTR $RKLB $ASTS $HOOD $RBRK $AMZN $PATH $MELI $AMD $QCOM $IBM"  
[X Link](https://x.com/danielnewmanUV/status/1976637046753022175) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T13:12Z 69.5K followers, 28.9K engagements


"$OSCR is ripping as ACA deal is nearing per President Trump"  
[X Link](https://x.com/danielnewmanUV/status/1975304702058504359) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T20:58Z 69.4K followers, 11.2K engagements


"If I were $AAPL I would start promoting my lowest performers into top AI roles knowing $META would probably poach them. Great way to cut fat and punk your competition. And the quality of the AI products would be unchanged. 😂🤣"  
[X Link](https://x.com/danielnewmanUV/status/1978669209161777591) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T03:47Z 69.5K followers, 4509 engagements


"AI will add $15-20 trillion to the global economy by 2030. 4-5x larger than the digital economy today. Hence Ill worry when the AI bubble is about 75-100x the size of the internet bubble. Onward 👊🏻😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1977184283539521720) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T01:27Z 69.5K followers, 22.8K engagements


"$SLAB is a sneaky long term play for physical AI IoT and Robotics. Longer horizon but one I am watching closely. 🤖"  
[X Link](https://x.com/danielnewmanUV/status/1973806732343153023) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-02T17:46Z 69.4K followers, 2689 engagements


"I like what Brad Gerstner said about the AI bubble hype. And I paraphrase When literally every show every interview every headline is asking or suggesting we are in a bubblethat is a pretty good indicator that we are not in a bubble. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1978445915108057272) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T13:00Z 69.5K followers, 8194 engagements


"$SOFI finished the week up more than 1.7%. Lets keep perspective my friends. The sky isnt falling. 👏🏻💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977087144545206344) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T19:01Z 69.5K followers, 9238 engagements


"Secretary Bessent is such a thoughtful leader and a great calming voice for those trying to navigate the economic volatility and the difficult to understand market narratives. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978447133989625870) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T13:05Z 69.5K followers, 7399 engagements


"Anthropic 🤝 $GOOGL TPU 😳🧐"  
[X Link](https://x.com/danielnewmanUV/status/1979012555252121843) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T02:32Z 69.5K followers, 6461 engagements


"The worst kept secret in tech. Advanced $NVDA and other chips have absolutely found their way into China. 😬"  
[X Link](https://x.com/danielnewmanUV/status/1975630109546836093) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T18:31Z 69.5K followers, 12.9K engagements


"$NVDA says $3-4 Trillion AI Infrastructure by 2030 powered by accelerated compute Generative AI Agentic AI and Physical AI. This is an ANNUAL number. If the real number is even close there is a lot of room to run in this bull market. 🐂🚀"  
[X Link](https://x.com/danielnewmanUV/status/1976432230928089366) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T23:38Z 69.5K followers, 29.7K engagements


"$NVDA 🤝 xAI NVIDIAs next big move confirmed announcing plans to invest up to $2B equity in Elon Musks xAI in a raise of $XX Billion"  
[X Link](https://x.com/danielnewmanUV/status/1975709439970939175) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T23:46Z 69.5K followers, 24.9K engagements


"Remember on days like today that absolutely nothing has changed with the AI demand story. The hard selling of names like $IREN and $CIFR is just normal market turbulence. Onward 👊🏻💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978861185005969640) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T16:30Z 69.5K followers, 83.3K engagements


"Brad Gerstner interview on CNBC this morning is very good. Explains the Bubble theory and the OpenAI deals and financing extremely saliently. This will break the bears brains. But Im okay with this. 😎"  
[X Link](https://x.com/danielnewmanUV/status/1978432583458586764) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T12:07Z 69.5K followers, 9565 engagements


"$MU has been a pound the table name. The memory boom bust cycle will be far less volatile in the AI era. Mark it. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975725935199723957) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T00:52Z 69.5K followers, 11K engagements


"$SOFI $IREN $HOOD and just about every other ticker ripping overnight 😮💨🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977534231007179147) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T00:37Z 69.5K followers, 37.5K engagements


"All the people asking if it was too late to buy $CIFR or $IREN after the run it had. Here is another chance. China Tariff news has no bearing on AI capacity or energy demand. NFA😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1976770618617217162) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T22:03Z 69.5K followers, 56.7K engagements


"OpenAI + $AMD deal gives Sam Altman and team a massive incentive to succeed with AMD. A very interesting turn of events. XX% ownership requires the stock to reach $XXX. Thats a huge uplift and road ahead"  
[X Link](https://x.com/danielnewmanUV/status/1975155792333656404) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T11:06Z 69.4K followers, 38.4K engagements


"Monday may rip some faces off. Especially those that dove in short on the China escalation. 😬😳"  
[X Link](https://x.com/danielnewmanUV/status/1977432548474298849) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T17:53Z 69.5K followers, 36.7K engagements


"Futurum's AI Cloud Platform Signal is out. Our Top X. X. $GOOGL 🥇 X. $MSFT 🥈 X. $AMZN 🥉 Read the overall rankings and heatmaps 👇"  
[X Link](https://x.com/danielnewmanUV/status/1976355452696003057) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T18:33Z 69.5K followers, 22.5K engagements


"So retail however concentrated now hold XX% of U.S. equities. Retail is changing the game and increasingly exerting its influence on the market. Very promising. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978445396733985244) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T12:58Z 69.5K followers, 6733 engagements


"$AMD + OpenAI deal should move AMD GPU market share at or north of X% in 2026. Adjusted up from 5-6% expected prior"  
[X Link](https://x.com/danielnewmanUV/status/1977046708950295034) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T16:20Z 69.5K followers, 15.8K engagements


"$WULF position locked 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1976284563333841008) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T13:52Z 69.5K followers, 12.3K engagements


"$SOFI ripping today 🚀 The recent sell off was based on nothing. The thesis never changed. I got longer over that time because my belief in the company never wavered. 👊🏻💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975568853712445788) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T14:28Z 69.5K followers, 8893 engagements


"The regional bank and private credit issues are real. But the system is more than capable of absorbing the stupidity. What Im watching is going to be the earnings of tech over the next few weeks. With rate cuts coming a strong slate of tech earnings should buoy some short term instability. My read: they want you to be scared. Rather be vigilant. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1979140587765797197) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T11:01Z 69.5K followers, 14K engagements


"Red eye arrival in NYC. X hours time change. X hours sleep. Lets go. 😮💨😬"  
[X Link](https://x.com/danielnewmanUV/status/1971190677179715887) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-25T12:30Z 69.3K followers, 3289 engagements