#  @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 $AVGO's custom AI chip market share. ### Engagements: [------] [#](/creator/twitter::228918333/interactions)  - [--] Week [-------] -9.80% - [--] Month [---------] +8% - [--] Months [----------] +244% - [--] Year [----------] +564% ### Mentions: [--] [#](/creator/twitter::228918333/posts_active)  - [--] Week [---] +13% - [--] Month [---] -49% - [--] Months [-----] +202% - [--] Year [-----] +81% ### Followers: [------] [#](/creator/twitter::228918333/followers)  - [--] Week [------] +0.30% - [--] Month [------] +0.83% - [--] Months [------] +23% - [--] Year [------] +40% ### CreatorRank: [-------] [#](/creator/twitter::228918333/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #3967 [technology brands](/list/technology-brands) 47.59% [finance](/list/finance) 18.67% [cryptocurrencies](/list/cryptocurrencies) 4.22% [countries](/list/countries) 3.61% [automotive brands](/list/automotive-brands) 3.01% [exchanges](/list/exchanges) #969 [formula 1](/list/formula-1) 0.6% [luxury brands](/list/luxury-brands) 0.6% [products](/list/products) 0.6% **Social topic influence** [ai](/topic/ai) #5065, [$nvda](/topic/$nvda) #382, [$googl](/topic/$googl) #3319, [nvda](/topic/nvda) #112, [$sofi](/topic/$sofi) #26, [ceo](/topic/ceo) 7.23%, [$cifr](/topic/$cifr) #36, [in the](/topic/in-the) 6.63%, [future](/topic/future) 5.42%, [$amzn](/topic/$amzn) #616 **Top accounts mentioned or mentioned by** [@thesixfivemedia](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@loubasenese](/creator/undefined) [@stockmeetups](/creator/undefined) [@akinatorassets](/creator/undefined) [@william_r2rclub](/creator/undefined) [@lorihobin](/creator/undefined) [@mikealfred](/creator/undefined) [@free_born2b](/creator/undefined) [@crwdvstr](/creator/undefined) [@grok](/creator/undefined) [@divestech](/creator/undefined) [@unusualwhales](/creator/undefined) [@higgins31411](/creator/undefined) [@amootpoint](/creator/undefined) [@nybergarenn](/creator/undefined) [@anthonynoto](/creator/undefined) [@thefuturumgroup](/creator/undefined) [@camerondawson](/creator/undefined) [@witness360hq](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Micron Technology, Inc. (MU)](/topic/$mu) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Now Coin (NOW)](/topic/$now) [Advanced Micro Devices (AMD)](/topic/$amd) [Iris Energy Limited (IREN)](/topic/$iren) [Arm Holdings plc (ARM)](/topic/$arm) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Intel Corporation (INTC)](/topic/$intc) [Novo-Nordisk (NVO)](/topic/$nvo) [IBM (IBM)](/topic/ibm) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/$btc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cisco Systems Inc (CSCO)](/topic/$csco) [Arista Networks Inc (ANET)](/topic/$anet) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [IonQ, Inc. (IONQ)](/topic/$ionq) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Orbs (ORBS)](/topic/$orbs) [Eli Lilly and Company (LLY)](/topic/$lly) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Mario Coin (COIN)](/topic/$coin) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Morgan Stanley (MS)](/topic/$ms) [Walmart, Inc. (WMT)](/topic/$wmt) [Coherent Inc (COHR)](/topic/$cohr) ### Top Social Posts Top posts by engagements in the last [--] hours "$OSCR has been dead money but that guide today brings me back to my original thesis. Been selling put spreads and covered calls on my position now and doing well as it has stayed range bound. But at some point the log jam should break. Incredible guidance" [X Link](https://x.com/danielnewmanUV/status/2021233303211192756) 2026-02-10T14:42Z 74.3K followers, [----] engagements "I hold $HOOD and $SOFI. This last quarter SOFI executed significantly better. ð" [X Link](https://x.com/danielnewmanUV/status/2021593008299237417) 2026-02-11T14:31Z 74.3K followers, 11.3K engagements "$VKTX heads to phase [--]. ðŠðŧð $VKTX Huge news for shareholders- Boom Oral drug moving to Ph3 guys https://t.co/DHczsATn4F $VKTX Huge news for shareholders- Boom Oral drug moving to Ph3 guys https://t.co/DHczsATn4F" [X Link](https://x.com/danielnewmanUV/status/2021705435091189809) 2026-02-11T21:58Z 74.3K followers, [----] engagements "$NVDA should see 40-50% of the $700 Billion in Mag [--] committed AI Capex. Hard to bet against that. ð" [X Link](https://x.com/danielnewmanUV/status/2021709848153399687) 2026-02-11T22:16Z 74.3K followers, 155.8K engagements "$VKTX looks like all upside here. Straight to phase [--] and a better oral GLP mouse trap than $NVO. Hard not to see a bidding war in its future. ðððŧð" [X Link](https://x.com/danielnewmanUV/status/2021955127071146078) 2026-02-12T14:30Z 74.3K followers, [----] engagements "$NVDA and $TSLA are the two obvious names set to win physical AI. $QCOM is the sneaky one that I think will surprise. ððŧð" [X Link](https://x.com/danielnewmanUV/status/1972705337691009048) 2025-09-29T16:49Z 74.1K followers, 34.2K engagements "Great Six Five Media convo this AM with $NXPI CEO Rapfael Sotomayor at CES talking about the explosion in Edge AI. Video to follow ððŧðĶū" [X Link](https://x.com/danielnewmanUV/status/2008595999493947835) 2026-01-06T17:46Z 74.1K followers, [----] engagements "$MU and memory has been the big AI theme this year. Storage is next. ð on $PSTG and Neo storage platforms like Vast and Weka. ðŠðŧðĨð" [X Link](https://x.com/danielnewmanUV/status/2010429343818989617) 2026-01-11T19:11Z 74.2K followers, 56.4K engagements "$NVDA suppliers at a glance. 60% is Foundry $TSM and ODM" [X Link](https://x.com/danielnewmanUV/status/2010701874970702183) 2026-01-12T13:14Z 74.1K followers, 20K engagements "As a McLaren F1 super fan the highlight of my davos so far was meeting Oscar Piastri and F1 team ceo Zak Brown. ð Amazing team and genuinely nice people. ððŧ" [X Link](https://x.com/danielnewmanUV/status/2013934049560047894) 2026-01-21T11:17Z 74.1K followers, [----] engagements "For all of the smarties out there saying that AI is the next internet bubble. Not. Even. Close. Sorry bubble bears. Dont @ me. ðŪðĻð" [X Link](https://x.com/danielnewmanUV/status/2015473881981591882) 2026-01-25T17:16Z 74K followers, [----] engagements "Congratulations @NiccoloDeMasi and $IONQ. A 4D chess move to buy $SKYT and vertically integrate your supply chain and control QPU foundry capacity. ððŧ $IONQ is buying chip maker $SKYT for $1.8B or $35 per share. The deal secures U.S.-based fabrication giving IonQ more control over how fast it scales & how reliably it can deliver systems. I love this because a domestic foundry matters A TON for federal & defense contracts. https://t.co/DTw1DhZGTg $IONQ is buying chip maker $SKYT for $1.8B or $35 per share. The deal secures U.S.-based fabrication giving IonQ more control over how fast it" [X Link](https://x.com/danielnewmanUV/status/2015759655910223981) 2026-01-26T12:12Z 74K followers, 13.9K engagements "$NVDA investing in $CRWV and its customer ecosystem is wise corporate venture and exponentially better than stock buybacks. What do you want NVIDIA to do with its cash Buy T-Bills Yen carry trade Get a grip yall. ðŽðŪðĻ" [X Link](https://x.com/danielnewmanUV/status/2015795909720703265) 2026-01-26T14:36Z 74.2K followers, 10.5K engagements "The data says: AI adopters are experiencing outsized ROI. Basically you have to have a culture that buys into the disruptive power and the results follow. Just like every tech revolution in history. Meanwhile AI Bubble Bears still sending facsimile and mathing on their abacus. ð https://twitter.com/i/web/status/2015822767338197233 https://twitter.com/i/web/status/2015822767338197233" [X Link](https://x.com/danielnewmanUV/status/2015822767338197233) 2026-01-26T16:22Z 74K followers, [----] engagements "What. A. Week. Of. Earnings. ððŧð $TXN $MSFT $META $TSLA $LRCX $NOW $IBM $AAPL $SAP $SNDK We are back ððŧ" [X Link](https://x.com/danielnewmanUV/status/2016249084219101543) 2026-01-27T20:36Z 74K followers, [----] engagements "$INTC what came down must go back up. ððŧðŠðŧð $NVDA [----] Feynman platform may introduce limited multi-sourcing with $INTC $TSM would still build the main GPU die while Intel could handle the I/O die and EMIB packaging with its share capped around 25%. https://t.co/4r8qJ8JxzC $NVDA [----] Feynman platform may introduce limited multi-sourcing with $INTC $TSM would still build the main GPU die while Intel could handle the I/O die and EMIB packaging with its share capped around 25%. https://t.co/4r8qJ8JxzC" [X Link](https://x.com/danielnewmanUV/status/2016295119100494166) 2026-01-27T23:39Z 74K followers, [----] engagements "$ASML Bookings are incredible. Sign of expected sustained demand for AI. ðð $ASML Q4 EARNINGS Revenue $11.5B vs Est. $11.3B EPS $8.67 vs Est. $8.91 Bookings $15.5B vs Est. $8.1B Gross margins 52.2% vs. Est. 51.9% EUV system sales [--] vs. Est. [--] FY26 Guidance Revenue $43.1B vs Est. $41.5B Gross margins 52% vs. Est. 53% https://t.co/XflQuoXwcb $ASML Q4 EARNINGS Revenue $11.5B vs Est. $11.3B EPS $8.67 vs Est. $8.91 Bookings $15.5B vs Est. $8.1B Gross margins 52.2% vs. Est. 51.9% EUV system sales [--] vs. Est. [--] FY26 Guidance Revenue $43.1B vs Est. $41.5B Gross margins 52% vs. Est. 53%" [X Link](https://x.com/danielnewmanUV/status/2016472674432700617) 2026-01-28T11:25Z 74K followers, [----] engagements "Big tech on deck today. $META was one of our best ideas for [----] and $MSFT will do the business as well. Capex will prove AI investment is still game on. Backlogs will be an even better indicator. ððŠðŧ" [X Link](https://x.com/danielnewmanUV/status/2016527093480255973) 2026-01-28T15:01Z 74K followers, 24.2K engagements "$NVDA to China. Never in doubt. But the FUD made for great entertainment. ðŋð China has reportedly approved the first batch of several hundred thousand $NVDA H200 AI chips for import. The chips are allocated to three major Chinese buyers https://t.co/QjJTwrWZG1 China has reportedly approved the first batch of several hundred thousand $NVDA H200 AI chips for import. The chips are allocated to three major Chinese buyers https://t.co/QjJTwrWZG1" [X Link](https://x.com/danielnewmanUV/status/2016534965136101391) 2026-01-28T15:32Z 74K followers, [----] engagements "The $ASML backlog may be an even bigger sign of how big this AI buildout is going to he than $TSM or $MU. Massive multi-decade indicator here. ðŠðŧð" [X Link](https://x.com/danielnewmanUV/status/2016535263447482507) 2026-01-28T15:34Z 74K followers, [----] engagements "Two enterprise AI bellwethers report after the bell. $IBM and $NOW I expect both to impress and to negate some of the negativity about AI eating software. We see collaboration between the disruptors and the enterprise to speed innovation and deliver productivity" [X Link](https://x.com/danielnewmanUV/status/2016595362719449193) 2026-01-28T19:32Z 74K followers, [----] engagements "$IBM with a strong beat. Great signal for enterprise tech (as I suggested). Double digit % revenue growth. The company has turned a corner under CEO Arvind Krishna" [X Link](https://x.com/danielnewmanUV/status/2016620301233078459) 2026-01-28T21:12Z 74K followers, [----] engagements "$NOW delivers across the board with a Rule of [--] performance and a Rule of [--] guide. We maintain the belief that ServiceNow isn't in the same risk bucket as many SaaS and enterprise software companies that are more at risk of the AI inflection. ServiceNow's partnership with Anthropic is a good example of enterprise software and AI Labs collaborating to deliver enterprise value. ð https://twitter.com/i/web/status/2016623910385832049 https://twitter.com/i/web/status/2016623910385832049" [X Link](https://x.com/danielnewmanUV/status/2016623910385832049) 2026-01-28T21:26Z 74K followers, 18.8K engagements "If you listen to $META $MSFT etc you will realize compute is the moat. Not models. That is why the spending race is on. Because optionality and flexibility come with having enough compute. And there will never truly be enough. ðŠðŧð" [X Link](https://x.com/danielnewmanUV/status/2016672008264675428) 2026-01-29T00:37Z 74K followers, 12.8K engagements "$META going all in on compute is the right way to capitalize on its massive MAUs long term. More compute more flexibility to continue to innovate build and deploy the future of AI" [X Link](https://x.com/danielnewmanUV/status/2016687307948974182) 2026-01-29T01:38Z 74K followers, 15.7K engagements "@DivesTech The ð on $IBM" [X Link](https://x.com/danielnewmanUV/status/2016872461564870704) 2026-01-29T13:54Z 74K followers, [----] engagements "$TSLA remains a story about the future. The best conduit to robotics physical AI and autonomy in the market. ðŠðŧð Major focus for Musk and Tesla is the robotaxi buildout FSD progress and volume production plans for Cybercab and Optimus. $2 billion xAI investment a big step forward as AI story coming together for Tesla into [----]. Delivery demand stabilizing. Solid conf call. $600 PT ðððĨ Major focus for Musk and Tesla is the robotaxi buildout FSD progress and volume production plans for Cybercab and Optimus. $2 billion xAI investment a big step forward as AI story coming together for Tesla" [X Link](https://x.com/danielnewmanUV/status/2016874497148645389) 2026-01-29T14:02Z 74K followers, [----] engagements "Interesting to see how any company that has a significant affiliation with OpenAI is getting creamed by the market. What was once the halo around their proverbial heads has become the noose around their necks. However it is clear that public and private markets have diverged here. With massive amounts of investment willing to go into OpenAI from $NVDA Softbank and others. However the public markets are clearly unsure if it will be able to meet growth targets and/or contractual obligations. The question that needs to be answered is whether the compute that OpenAI is committing to would go" [X Link](https://x.com/danielnewmanUV/status/2016884363795816640) 2026-01-29T14:41Z 74K followers, 16.3K engagements "We see a future where the AI labs and names like $IBM $NOW $MSFT collaborate to build a new semantic layer for enterprise software. Yes AI will eat SOME enterprise software. But not all" [X Link](https://x.com/danielnewmanUV/status/2016897012533174744) 2026-01-29T15:31Z 74.1K followers, 13.5K engagements "I may have said on Bloomberg Radio that $AAPL is wearing an AI retardant fire suit right now. :-D" [X Link](https://x.com/danielnewmanUV/status/2016909321624248706) 2026-01-29T16:20Z 74K followers, [----] engagements "Sorry to the bubble bears but [--] years of lifespan for $NVDA or $AMD GPUs is quite reasonable" [X Link](https://x.com/danielnewmanUV/status/2016915294711624168) 2026-01-29T16:44Z 74.1K followers, [----] engagements "$HOOD and $SOFI imo ðððŧ The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children. https://t.co/x6YEoaRNmf The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children. https://t.co/x6YEoaRNmf" [X Link](https://x.com/danielnewmanUV/status/2016980945656484100) 2026-01-29T21:05Z 74K followers, [----] engagements "$AAPL needs to deliver. Im not nervous. ðŽ" [X Link](https://x.com/danielnewmanUV/status/2016982180551897289) 2026-01-29T21:10Z 74K followers, [----] engagements "$AAPL saves the market by selling a crap ton of iPhones this quarter. I guess Apple doesn't need AI. :-D $AAPL sets record iPhone revenue in Q1 topping $80 billion for the first time. ðĩ Revenue: $143.76B vs $138.4B expected ðē EPS: $2.84 vs $2.68 expected ðą iPhone revenue: $85.27B vs $78.31B expected https://t.co/ot6yDhDAfK $AAPL sets record iPhone revenue in Q1 topping $80 billion for the first time. ðĩ Revenue: $143.76B vs $138.4B expected ðē EPS: $2.84 vs $2.68 expected ðą iPhone revenue: $85.27B vs $78.31B expected https://t.co/ot6yDhDAfK" [X Link](https://x.com/danielnewmanUV/status/2016992363193704511) 2026-01-29T21:50Z 74K followers, [----] engagements "$SOFI with a solid quarter. All this company does is execute. Reward will come for us longs. ððŧð $SOFI delivered ð Sales $1.03B vs Est. $982M EPS $0.12 vs Est. $0.12 Adj EBITDA $318M (+60% YoY) New Members: 13.7M (+35% YoY) FY26 Guidance Sales $4.7B vs Est. $4.5B EPS $0.60 vs Est. $0.59 GAAP Net Income $825M EBITDA Margin: 34% https://t.co/jxhCDzOV45 $SOFI delivered ð Sales $1.03B vs Est. $982M EPS $0.12 vs Est. $0.12 Adj EBITDA $318M (+60% YoY) New Members: 13.7M (+35% YoY) FY26 Guidance Sales $4.7B vs Est. $4.5B EPS $0.60 vs Est. $0.59 GAAP Net Income $825M EBITDA Margin: 34%" [X Link](https://x.com/danielnewmanUV/status/2017210876319654129) 2026-01-30T12:18Z 74K followers, 10.4K engagements "I will genuinely be surprised if $SOFI doesnt join the S&P [---] in March. ðŠðŧððŧ" [X Link](https://x.com/danielnewmanUV/status/2017215523763650580) 2026-01-30T12:37Z 74K followers, 18.1K engagements "$SLV moving like a meme coin. Absolutely wild. Silver: -25% in [--] hours. $1.5 trillion in value. Deleted. https://t.co/eEXXMVCUPd Silver: -25% in [--] hours. $1.5 trillion in value. Deleted. https://t.co/eEXXMVCUPd" [X Link](https://x.com/danielnewmanUV/status/2017292372439118317) 2026-01-30T17:42Z 74K followers, [----] engagements "Our new Agentic Reasoning evaluation has GPT-5 leading the way" [X Link](https://x.com/danielnewmanUV/status/2017296663690232135) 2026-01-30T17:59Z 74K followers, [----] engagements "@unusual_whales $ORBS ð" [X Link](https://x.com/danielnewmanUV/status/2017298086058500109) 2026-01-30T18:05Z 74.1K followers, [----] engagements "$SOFI had a great print but what a painful day to be long" [X Link](https://x.com/danielnewmanUV/status/2017323638844785047) 2026-01-30T19:46Z 74K followers, [----] engagements "Me at the close" [X Link](https://x.com/danielnewmanUV/status/2017342590194950478) 2026-01-30T21:02Z 74.1K followers, [----] engagements "The "big" capex numbers will get bigger. We have been wrong on every estimate so far. What has been consistent is the buildout is bigger than anyone can imagine. ðŠ" [X Link](https://x.com/danielnewmanUV/status/2017343787085783175) 2026-01-30T21:06Z 74K followers, [----] engagements "Hilarious. The moronic takes on DeepSeek ending $NVDA that made my eyeballs bleed for the 1st half of [----]. When in reality DeepSeek is lining up for H200s. Hope yall listened ðŽðŪðĻð DeepSeek last year: NVIDIA will die we trained R1 on old chips for $6M DeepSeek this year: first in line buying H200s ðĪĢ Turns out Jensen is finished really meant please sir may we have your best silicon the moment Beijing approves The copium was always cope ðŦ $nvda https://t.co/MBC6LUo7WX DeepSeek last year: NVIDIA will die we trained R1 on old chips for $6M DeepSeek this year: first in line buying H200s ðĪĢ" [X Link](https://x.com/danielnewmanUV/status/2017347487732756529) 2026-01-30T21:21Z 74K followers, 13.8K engagements "My entire feed is OpenClaw/MoltBot. Thats it. All Im seeing. The world changing before our eyes. ðĪŊð§ ðĨð" [X Link](https://x.com/danielnewmanUV/status/2017426250424279143) 2026-01-31T02:34Z 74.1K followers, [----] engagements "$NVDA is negotiating better terms. And more commitment from OpenAI. It will get what it wants. Watch. ð" [X Link](https://x.com/danielnewmanUV/status/2017668799546142792) 2026-01-31T18:38Z 74.1K followers, [----] engagements "Yes almost everything you are reading about the $NVDA + OpenAI deal is total nonsense. This will become evident soon. That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." Well the real question is the $100bn none binding agreement. https://t.co/uhM0BKdySH That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." Well the real question is the $100bn none binding agreement. https://t.co/uhM0BKdySH" [X Link](https://x.com/danielnewmanUV/status/2017700383083155625) 2026-01-31T20:43Z 74.1K followers, 15.3K engagements "Buying $BTC $ETH and $SOL this weekend. Generally the best accumulation periods are those that feel the worst" [X Link](https://x.com/danielnewmanUV/status/2017749198377037942) 2026-01-31T23:57Z 74K followers, 31.2K engagements "Also Cuba is calling for the Cuban Peso as the global reserve currency. ð JUST IN: Chinese President Xi Jinping calls for the yuan to become a global reserve currency. https://t.co/Nt2ZiOhbWK JUST IN: Chinese President Xi Jinping calls for the yuan to become a global reserve currency. https://t.co/Nt2ZiOhbWK" [X Link](https://x.com/danielnewmanUV/status/2017998514488291755) 2026-02-01T16:28Z 74.1K followers, [----] engagements "$VKTX will benefit from pill injection for GLP meds. ððŠðŧ $NVO $LLY $HIMS ðĻ BREAKING: WEGOVY GLP-1 PILL HITS 44K PRESCRIPTIONS IN FIRST THREE WEEKS (IQVIA DEUTSCHE) Early data from Ro shows a higher proportion of men opting for the pill compared to injectables. Deutsche Bank analysts said in a Friday note that so far broader https://t.co/eNRf2nCfmt $NVO $LLY $HIMS ðĻ BREAKING: WEGOVY GLP-1 PILL HITS 44K PRESCRIPTIONS IN FIRST THREE WEEKS (IQVIA DEUTSCHE) Early data from Ro shows a higher proportion of men opting for the pill compared to injectables. Deutsche Bank analysts said in a Friday" [X Link](https://x.com/danielnewmanUV/status/2018366485958173024) 2026-02-02T16:50Z 74K followers, [----] engagements "$NVDA FUD is out of control. Hard to believe much of what you read anymore. This was total and complete nonsense. Again. ðŪðĻ We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from" [X Link](https://x.com/danielnewmanUV/status/2018459151945589006) 2026-02-02T22:58Z 74.2K followers, 17.4K engagements "$SOFI oversold No shit lol ððŠðŧð" [X Link](https://x.com/danielnewmanUV/status/2018682684583661848) 2026-02-03T13:47Z 74.2K followers, [----] engagements "West coast for $CSCO summit. Every treadmill stair stepper and elliptical is taken. Meanwhile not a soul in the weight room. What gives ðŠðŧð" [X Link](https://x.com/danielnewmanUV/status/2018691343791346109) 2026-02-03T14:21Z 74.2K followers, [----] engagements "The market is getting $NOW wrong. One of the definitive survivors of the SaaS flush. ðŽ $NOW EXPERIENCING THE LARGEST DRAWDOWN IN COMPANY HISTORY https://t.co/Io4ItB3kVy $NOW EXPERIENCING THE LARGEST DRAWDOWN IN COMPANY HISTORY https://t.co/Io4ItB3kVy" [X Link](https://x.com/danielnewmanUV/status/2018704044714299728) 2026-02-03T15:12Z 74.1K followers, 24.1K engagements "$CSCO AI summit starts with a fireside chat with @sama. He says energy still the number one constraint. Why I still love the $CIFR $IREN type plays. ðŠðŧð" [X Link](https://x.com/danielnewmanUV/status/2018737792189415590) 2026-02-03T17:26Z 74.2K followers, [----] engagements "$INTC CEO Lip Bu Tan We are laser focused on 14A Outside customers seeing success of panther lake and knocking on door and asking about 18A Foundry is the future for Intel. ððŧ" [X Link](https://x.com/danielnewmanUV/status/2018743572301004984) 2026-02-03T17:49Z 74.2K followers, [----] engagements "No relief on memory until [----] per $INTC CEO Lip Bu Tan" [X Link](https://x.com/danielnewmanUV/status/2018744387510083885) 2026-02-03T17:52Z 74K followers, 27.8K engagements "$ORCL is doomed they say. Also insatiable demand to buy $25 billion in Oracle bonds. ððŪðĻ $ORCL CDS spreads plunge after $25B bond sale attracted record demand thanks to pairing with $25B equity raise. https://t.co/Be19Z947n1 $ORCL CDS spreads plunge after $25B bond sale attracted record demand thanks to pairing with $25B equity raise. https://t.co/Be19Z947n1" [X Link](https://x.com/danielnewmanUV/status/2018776047630881115) 2026-02-03T19:58Z 74.2K followers, 26.2K engagements "@Btrader_x Nobody expects anything in the numbers. This is all about deal partnership phase 3" [X Link](https://x.com/danielnewmanUV/status/2018792315427643503) 2026-02-03T21:02Z 74K followers, [---] engagements "@StockSavvyShay $NVDA H200 ð" [X Link](https://x.com/danielnewmanUV/status/2018806391847469481) 2026-02-03T21:58Z 74K followers, [----] engagements "Still like the transition of $QCOM into robots and DC/physical AI" [X Link](https://x.com/danielnewmanUV/status/2019088488239423651) 2026-02-04T16:39Z 74.1K followers, [----] engagements "Anthropic OpenAI in basically every way. Even its sense of humor. There. I said it. Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious ð Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds https://t.co/PXoaZtmCWA Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious ð Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds" [X Link](https://x.com/danielnewmanUV/status/2019101731188097254) 2026-02-04T17:32Z 74K followers, [----] engagements "This is why I say AI will eat Some software. ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar & gmail and https://t.co/YrD8HLwYLc ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar &" [X Link](https://x.com/danielnewmanUV/status/2019104630257643936) 2026-02-04T17:43Z 74K followers, 13.9K engagements "Great to join @KellyCNBC to talk $GOOGL todays tech wreck AI eating software and what we see happening with the AI trade. Still bullish but patience will be required as the market finds its footing" [X Link](https://x.com/danielnewmanUV/status/2019120070136590779) 2026-02-04T18:45Z 74K followers, [----] engagements "AI will eat some software. But here is what I ultimately see happening in SaaS. ððŧ" [X Link](https://x.com/danielnewmanUV/status/2019131600873914721) 2026-02-04T19:31Z 74K followers, 26.9K engagements "$GOOGL selloffs be damned. Google cant be thrown out with the bath water. ððŧðŠðŧ" [X Link](https://x.com/danielnewmanUV/status/2019142887787917740) 2026-02-04T20:15Z 74.1K followers, 17.8K engagements "$AMD inflection is Helios. Thats when the AI datacenter numbers really move. And no its not at the expense of $NVDA. It is every and all. ððŧ $AMD CEO Lisa Su said the company is ready to scale its AI business to tens of billions in revenue by [----] - Yahoo Finance https://t.co/LVQZwvCZbb $AMD CEO Lisa Su said the company is ready to scale its AI business to tens of billions in revenue by [----] - Yahoo Finance https://t.co/LVQZwvCZbb" [X Link](https://x.com/danielnewmanUV/status/2019148934434713836) 2026-02-04T20:39Z 74K followers, [----] engagements "Segment https://www.cnbc.com/video/2026/02/04/google-is-well-positioned-amid-tech-stock-selloff-says-futurum-group-ceo-daniel-newman.html https://www.cnbc.com/video/2026/02/04/google-is-well-positioned-amid-tech-stock-selloff-says-futurum-group-ceo-daniel-newman.html" [X Link](https://x.com/danielnewmanUV/status/2019153486307340673) 2026-02-04T20:57Z 74K followers, [----] engagements "That $GOOGL Cloud growth number is absolutely delectable. ðĪĪ" [X Link](https://x.com/danielnewmanUV/status/2019158041531486446) 2026-02-04T21:16Z 74K followers, [----] engagements "$QCOM had a tremendous Q1 but like I predicted it is getting caught up in the memory chaos. Demand remains strong but memory is a massive hurdle. Expect it to be well managed but no way it doesn't hit the upcoming quarter(s). $AAPL memory concerns should trickle today into $QCOM and $ARM as well. Memory constraints are very real and for companies with high exposure to PC and smartphones it will show up in earnings. $AAPL memory concerns should trickle today into $QCOM and $ARM as well. Memory constraints are very real and for companies with high exposure to PC and smartphones it will show up" [X Link](https://x.com/danielnewmanUV/status/2019158328665076148) 2026-02-04T21:17Z 74.1K followers, [----] engagements "@DivesTech Good list. I would add $NOW ð" [X Link](https://x.com/danielnewmanUV/status/2019186600241250394) 2026-02-04T23:09Z 74.1K followers, [----] engagements "We are definitely in a strap in and hold your ass moment for growth. Not seeing a single indicator that AI is slowing but clearly we have entered a risk off period. ððŽ" [X Link](https://x.com/danielnewmanUV/status/2019414705543270856) 2026-02-05T14:15Z 74K followers, [----] engagements "$HIMS making moves. ððŠðŧ ðĻ $HIMS LAUNCHES COPY OF WEGOVY PILL AT $49/MO - Price undercuts Novo brand by roughly $100 monthly - Monthly price rises to $99 after introductory offer - Novo is facing unprecedented pricing pressure from cash-pay market "We're excited to find ways to continue bringing ðĻ $HIMS LAUNCHES COPY OF WEGOVY PILL AT $49/MO - Price undercuts Novo brand by roughly $100 monthly - Monthly price rises to $99 after introductory offer - Novo is facing unprecedented pricing pressure from cash-pay market "We're excited to find ways to continue bringing" [X Link](https://x.com/danielnewmanUV/status/2019417121122578873) 2026-02-05T14:25Z 74K followers, [----] engagements "This is what I mean when I say collaboration between enterprise software and AI labs. Enterprise software will control the rules and the rails but labs will own the semantic layer and much of the agentic workflow. ðððŧ" [X Link](https://x.com/danielnewmanUV/status/2019440691164672290) 2026-02-05T15:59Z 74.1K followers, [----] engagements "$NVO pill is DOA imo. So whether $HIMS is as good or not isn't as big of an issue as the inferiority of Novo's pill to an Tirzepitide and the gap will get even bigger when $LLY brings Retatrutide to market. If Novo was smart it would find a way to do a deal with $VKTX because its pill has exponentially better outcomes in meaningfully shorter time periods. Novo is cooked. https://twitter.com/i/web/status/2019456374967533739 https://twitter.com/i/web/status/2019456374967533739" [X Link](https://x.com/danielnewmanUV/status/2019456374967533739) 2026-02-05T17:01Z 74.2K followers, [----] engagements "@lorihobin ðŽðĨē still holding. Sharing the temporary pain. Pretty sure we still need more compute and energy. ððŧ" [X Link](https://x.com/danielnewmanUV/status/2019589188480287124) 2026-02-06T01:49Z 74.1K followers, [--] engagements "@higgins31411 AWS capex has funded commerce scale no" [X Link](https://x.com/danielnewmanUV/status/2019591259216891916) 2026-02-06T01:57Z 74K followers, [--] engagements "A few really big beneficiaries of $600 Billion in Capex commits from Mag [--] ðŠðŧð $NVDA (Nvidia) $AVGO (Broadcom) $TSM (Taiwan Semiconductor) $ANET (Arista Networks) $VRT (Vertiv Holdings) $ORCL (Oracle) $MU (Micron Technology) $DELL (Dell Technologies) $CSCO (Cisco Systems) https://twitter.com/i/web/status/2019600445920960830 https://twitter.com/i/web/status/2019600445920960830" [X Link](https://x.com/danielnewmanUV/status/2019600445920960830) 2026-02-06T02:34Z 74K followers, [----] engagements "4 companies are not spending $600 Billion for a passing fad. Strap in folks. ðĪð THE [----] BIG TECH CAPEX ARMS RACE $AMZN: $200B (+52% YoY) $GOOGL: $180B (+98% YoY) $META: $125B (+74% YoY) $MSFT: $105B (+31% YoY) THE [----] BIG TECH CAPEX ARMS RACE $AMZN: $200B (+52% YoY) $GOOGL: $180B (+98% YoY) $META: $125B (+74% YoY) $MSFT: $105B (+31% YoY)" [X Link](https://x.com/danielnewmanUV/status/2019602197118599196) 2026-02-06T02:41Z 74K followers, 11.6K engagements "AI bubble has been canceled. I dont make the rules. Dont @ me. Goodnight. ðĪ" [X Link](https://x.com/danielnewmanUV/status/2019609391255941325) 2026-02-06T03:09Z 74K followers, [----] engagements "I also like $AMD $MRVL and $INTC Probably more Im not thinking of" [X Link](https://x.com/danielnewmanUV/status/2019610077095948463) 2026-02-06T03:12Z 74.2K followers, [----] engagements "Friday morning French press with the 110s. Pushing the the market noise. AI is ð My belief in the revolution hasnt wavered. Lets go. ðŠðŧ" [X Link](https://x.com/danielnewmanUV/status/2019759393860997329) 2026-02-06T13:05Z 74K followers, [----] engagements "Shay & I are live on the Futurum Equities YouTube channel at 10AM EST covering: Earnings reactions: $GOOGL $AMZN $IREN $AMD $PLTR Latest thoughts on software: $NOW $MDB $SNOW $ADBE $MNDY $CRWD $RBRK $TEAM $ZETA Biggest winners from the CapEx buying spree: $ASML $CRDO $ALAB $AMAT $ANET $LRCX $KLAC $MU Crypto market bloodbath: $HOOD $SOFI $COIN $BMNR $MSTR $BTC $ETH $SOL Well also leave the last [---] minutes for live Q&A so bring your questions Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering: Earnings reactions: $GOOGL $AMZN $IREN $AMD $PLTR Latest thoughts on" [X Link](https://x.com/danielnewmanUV/status/2019791459197571223) 2026-02-06T15:13Z 74.2K followers, 15.4K engagements "So did USA buy the dip for its $BTC Reserve ð JUST IN: Treasury Secretary Bessent says the crypto "revolution is here." JUST IN: Treasury Secretary Bessent says the crypto "revolution is here."" [X Link](https://x.com/danielnewmanUV/status/2019800306842796149) 2026-02-06T15:48Z 74.2K followers, 13.4K engagements "$SOFI shares how it plans to use its recent capital raises. What many of us have waited to see. ðŠðŧð HOLY SHIT HOLY SHIT HOLY SHIT OFFICIAL DOCUMENT ON HOW $SOFI USES THE CAPITAL RAISES PART [--] OF [--] https://t.co/2fWd2ZYlB3 HOLY SHIT HOLY SHIT HOLY SHIT OFFICIAL DOCUMENT ON HOW $SOFI USES THE CAPITAL RAISES PART [--] OF [--] https://t.co/2fWd2ZYlB3" [X Link](https://x.com/danielnewmanUV/status/2019817344093315343) 2026-02-06T16:55Z 74.1K followers, 12.5K engagements "AI is not a bubble its a revolution. And it is very early. ððŧð $NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR. https://t.co/KpcIGaTU0m $NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR. https://t.co/KpcIGaTU0m" [X Link](https://x.com/danielnewmanUV/status/2019856732919357581) 2026-02-06T19:32Z 74.1K followers, [----] engagements "AI is changing the business model of every industry leaving only three types of companies. [--]. Those building and disrupting with AI. [--]. Those reacting and planning to build and disrupting with AI. [--]. Those that will be out of business soon and may not even know it" [X Link](https://x.com/danielnewmanUV/status/2019874099086917939) 2026-02-06T20:41Z 74.2K followers, [----] engagements "@StockSavvyShay They are conflating completely legal compounding. Embarrassing" [X Link](https://x.com/danielnewmanUV/status/2019895011920273507) 2026-02-06T22:04Z 74K followers, 10.3K engagements "Peptides are the AI of human evolution AND have the potential to reduce ongoing dependency on pharmaceuticals that deteriorate health and quality of life. ðððŧ There is a massive push by Pharma right now to kill peptide use and specifically go after compounding pharmacies. Based on some of the research I have seen peptides have some pretty incredible medical properties and are doing wonders for people. At any rate Pharma has a There is a massive push by Pharma right now to kill peptide use and specifically go after compounding pharmacies. Based on some of the research I have seen peptides" [X Link](https://x.com/danielnewmanUV/status/2019895829851492714) 2026-02-06T22:07Z 74.1K followers, 14.6K engagements "Wild how there is always a nonsense short theory about AI that receives an abundance of undeserved airtime Last few months (and beyond) its been bubble nonsense. -Circular financing -GPUs only have a two year shelf life -Warehouses full of unused GPUs -Account receivable fraud by $NVDA -China is beating the USA in AI race -China doesnt want U.S. tech -Oracle wont be able to raise money -AI doesnt work well. No killer use case -Not to forget DeepSeek Ironically the last week we saw a pivot to AI is too good and that is a reason to crash the AI party -All Software is dead AI ate it all. -Agents" [X Link](https://x.com/danielnewmanUV/status/2020180243596615933) 2026-02-07T16:57Z 74.2K followers, [----] engagements "Bessent is the calm and intelligent voice the market needs to hear. Love this guy. ððŧðŠðŧð Scott Bessent implied 8% GDP growth could be possible. https://t.co/rDohahIaRK Scott Bessent implied 8% GDP growth could be possible. https://t.co/rDohahIaRK" [X Link](https://x.com/danielnewmanUV/status/2020232032010531239) 2026-02-07T20:23Z 74.1K followers, [----] engagements "Nobody wants to watch a defensive battle ðĨą ðī" [X Link](https://x.com/danielnewmanUV/status/2020656312837943692) 2026-02-09T00:29Z 74.2K followers, [----] engagements "@Futurenvesting $SOFI has a very bright future. ðŠðŧððŧ" [X Link](https://x.com/danielnewmanUV/status/2020686328950919578) 2026-02-09T02:28Z 74.2K followers, [----] engagements "$HIMS is correct. Stopping compounding is a pharma brigade move to control a key aspect to the future of medicine. Peptides. And if it succeeds it will limit access to these game changing inexpensive protocols that help improve wellness and eliminate the need for certain medications. Pharma wants to keep us sick and dependent. While HIMS has made so many bonehead moves it isnt wrong. Crossing my fingers the judges dont fall for this. ðĪ ðĻ BREAKING: $HIMS RESPONDS TO NOVO LAWSUIT "Big Pharma is weaponizing the US judicial system to limit consumer choice" "This lawsuit attacks more than just" [X Link](https://x.com/danielnewmanUV/status/2020865621701873719) 2026-02-09T14:21Z 74.2K followers, 36.7K engagements "@amootpoint Still a shareholder. Still believe. Not happy with their decisions. And I pumped nothing. Talking about what Im doing personally isnt pumping. Never financial advice. DYOR" [X Link](https://x.com/danielnewmanUV/status/2020875769619066950) 2026-02-09T15:01Z 74.2K followers, [---] engagements "@Nybergarenn same active ingredient. Compounding is all about dosing and most of these GLPs should start out at MUCH lower dosages so people don't shed muscle and look gaunt like we've all seen" [X Link](https://x.com/danielnewmanUV/status/2020878309727318463) 2026-02-09T15:11Z 74.2K followers, [---] engagements "Watching service companies negotiate because AI will make it cheaper to do the work. So many companies are so cooked. ðĨðĪ" [X Link](https://x.com/danielnewmanUV/status/2020907454670733807) 2026-02-09T17:07Z 74.2K followers, [----] engagements "@StockSavvyShay Excellent guide. $OSCR" [X Link](https://x.com/danielnewmanUV/status/2021211658383720511) 2026-02-10T13:16Z 74.2K followers, [----] engagements "RT @danielnewmanUV: $AMZN is one of our best ideas for [--]. Not the best start but we think its AWS growth is just getting started. UBS agr" [X Link](https://x.com/danielnewmanUV/status/2021237219307008057) 2026-02-10T14:58Z 74.2K followers, [--] engagements "RT @danielnewmanUV: For my fellow $SOFI bulls. This is a must listen. Love it when @anthonynoto said he would be disappointed if Q1 was the" [X Link](https://x.com/anyuser/status/2021237298541519068) 2026-02-10T14:58Z 74.2K followers, [--] engagements "RT @danielnewmanUV: $MS initiates coverage on $WULF and $CIFR. We havent solved capacity on energy or compute. This shows asymmetric upsid" [X Link](https://x.com/anyuser/status/2021237311522869563) 2026-02-10T14:58Z 74.2K followers, [--] engagements "The capital flow to AI continues with little resistance. This is at or above all speculated post-money valuations at about 42x [----] Revenue. ðŠðŧð Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to" [X Link](https://x.com/danielnewmanUV/status/2022036159275405496) 2026-02-12T19:52Z 74.3K followers, 12.3K engagements "$SOFI taking swings at $COIN ðð Everybody wants to trade when the moment hits. ðĪ If youre seeing issues elsewhere today SoFi Crypto is operating normallybuy sell & hold crypto in the SoFi app with bankgrade safeguards and instant money movement. https://t.co/qPEfHQATW1 Everybody wants to trade when the moment hits. ðĪ If youre seeing issues elsewhere today SoFi Crypto is operating normallybuy sell & hold crypto in the SoFi app with bankgrade safeguards and instant money movement. https://t.co/qPEfHQATW1" [X Link](https://x.com/danielnewmanUV/status/2022085240685211800) 2026-02-12T23:07Z 74.3K followers, [----] engagements "My [----] Custom AI Chip Market Share Estimate: $AVGO 70% $MRVL 12% $ARM 8% $QCOM 4% MediaTek (TW) 4% Alchip & GUC 2% Based on Futurum $115 Billion [----] Forecast" [X Link](https://x.com/danielnewmanUV/status/1967706145805718004) 2025-09-15T21:44Z 74.2K followers, 37.3K engagements "Eurostack Surehere you go. ð ðĨ ð· ðŽ â BREAKING: ðĻ Europe is moving to replace U.S. tech firms with local ones. An EU Parliament resolution urges digital sovereignty cutting reliance on U.S. giants like AWS Azure and Google Cloud and promoting a European Eurostack. https://t.co/DgN58aMwjK BREAKING: ðĻ Europe is moving to replace U.S. tech firms with local ones. An EU Parliament resolution urges digital sovereignty cutting reliance on U.S. giants like AWS Azure and Google Cloud and promoting a European Eurostack. https://t.co/DgN58aMwjK" [X Link](https://x.com/danielnewmanUV/status/2015602507699855672) 2026-01-26T01:47Z 74.2K followers, 10.3K engagements "Very excited to start the week off announcing a new strategic partnership between Futurum and EightCo Holdings (Nasdaq: $ORBS) to bring a new critical vector to technology evaluation. AI Trust and Transparency. Al is advancing at an unprecedented pace and enterprises increasingly require reliable objective insight into which Al solutions deliver measurable performance built on secure authenticated and transparent foundations. FOTAP is purpose-built to help enterprises deploy trusted Al solutions with confidence backed by rigorous standards and governance. Together Futurum and EightCo will be" [X Link](https://x.com/danielnewmanUV/status/2015780902769439231) 2026-01-26T13:36Z 74.2K followers, 27.6K engagements "Sunday weighted pull ups. 70lbs on the chain. Absolute killer for building the back. Paired with a big pre workout meal EAAs and of course the peptide stack ðŠðŧ Lets go ððŧððŧððŧ" [X Link](https://x.com/danielnewmanUV/status/2018022582247706970) 2026-02-01T18:04Z 74.2K followers, [----] engagements "$PLTR hard not to expect another excellent print. ðŠ" [X Link](https://x.com/danielnewmanUV/status/2018427566860767427) 2026-02-02T20:53Z 74.2K followers, [----] engagements "Nice dive on $PLTR from Futurum Equities Chief Market Strategist @StockSavvyShay ðŠðŧð Always better to opine after a 61% revenue growth guide. ððŧð $PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev growth in [----] when market was positioned for slowdown into the low-40s U.S. commercial rev up 137% YoY with 115% growth guided next year suggests were still very early https://t.co/QlMzMjBlXw $PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev growth in [----] when market was positioned for slowdown into the low-40s U.S. commercial" [X Link](https://x.com/danielnewmanUV/status/2018475974959169613) 2026-02-03T00:05Z 74.2K followers, [----] engagements "Be $GOOGL Monopolize the search market Build a full stack of AI infrastructure that is actually competitive Wisely invest early in SpaceX (7.5%) and Anthropic (10-15%) Have the best AI but miss getting to market first to OpenAI Launch Bard. Total disaster reaction to OpenAI World decides Google will collapse and it has lost to OpenAI Use the richest data in the world to build quality models (besides Bard) Take market share from OpenAI Run market cap in one year from less than [--] Trillion to more than [--] Trillion Make more cash than any business on the planet in [----] Win AI" [X Link](https://x.com/danielnewmanUV/status/2018525046755508426) 2026-02-03T03:20Z 74.2K followers, 29.2K engagements "$TSLA will 100% wind up merging with the new SpaceX + xAI tie up. Not if but when. An obvious and brilliant path forward. ðð ðĪ ð SpaceX and xAI combineTesla next In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will focus on Space and Earth together.and Musk will look to combine forces ððŋðâðĨ SpaceX and xAI combineTesla next In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will" [X Link](https://x.com/danielnewmanUV/status/2018693101334724617) 2026-02-03T14:28Z 74.2K followers, 43.3K engagements "$NVDA at 25x forward PE while $WMT is at [--] is stupid" [X Link](https://x.com/danielnewmanUV/status/2018734318252953609) 2026-02-03T17:12Z 74.2K followers, 61K engagements "Anyone else find it odd that $VKTX hasnt announced its earnings date after announcing it the same time every quarter for [--] years ð Especially after $NVO news today" [X Link](https://x.com/danielnewmanUV/status/2018791404802310484) 2026-02-03T20:59Z 74.2K followers, 16K engagements "$AMD does the biz top and bottom and had China sales of the MI308x.ððŧ What does that mean for $NVDA and H200 ðŠðŧðĨð $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://t.co/jo0szuF6Ow $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://t.co/jo0szuF6Ow" [X Link](https://x.com/danielnewmanUV/status/2018798347436560739) 2026-02-03T21:26Z 74.2K followers, 11.4K engagements "$AAPL memory concerns should trickle today into $QCOM and $ARM as well. Memory constraints are very real and for companies with high exposure to PC and smartphones it will show up in earnings" [X Link](https://x.com/danielnewmanUV/status/2019085641800188366) 2026-02-04T16:28Z 74.3K followers, 24.5K engagements "$GOOGL selling on this print is peak stupidity. Complete indiscriminate selling of assets. Probably to pile into $WMT. LMAO" [X Link](https://x.com/danielnewmanUV/status/2019159167550832676) 2026-02-04T21:20Z 74.2K followers, 11.7K engagements "$COHR with a really solid print and a massive CPO (copackaged optics) deal in hand from. my guess. $NVDA" [X Link](https://x.com/danielnewmanUV/status/2019159381770641646) 2026-02-04T21:21Z 74.2K followers, [----] engagements "$AMZN should follow suit with strong cloud (20%) and a big capex commit. And for the boomers wanting consumer staples its a pretty good play too. ð" [X Link](https://x.com/danielnewmanUV/status/2019477110390223210) 2026-02-05T18:23Z 74.2K followers, 25.7K engagements "$AMZN is monetizing capacity as fast as it comes online ð Market: sell all capex it is evil. ðŽ $AMZN CEO said the vast majority of capex is going into AWS with AI infrastructure driving most of the growth as demand continues to outpace installed capacity. He added that AWS is monetizing AI capacity as fast as it comes online while Trainium is now a multibillion-dollar https://t.co/NOirkmaaFr $AMZN CEO said the vast majority of capex is going into AWS with AI infrastructure driving most of the growth as demand continues to outpace installed capacity. He added that AWS is monetizing AI" [X Link](https://x.com/danielnewmanUV/status/2019580755702374473) 2026-02-06T01:15Z 74.2K followers, [----] engagements "Excited to be here in San Antonio for Spurs vs. Mavs with my lil bestie. All Texas Tonight. Lets go Spurs ð ðĨ" [X Link](https://x.com/danielnewmanUV/status/2020279834614940055) 2026-02-07T23:33Z 74.2K followers, [----] engagements "We said $AAPL AI would move in [----]. After [--] years of unimpressive AI execution we think [--] is the year that Tim Cooks. $AAPL CEO Tim Cook told employees the company is all in on AI by baking Apple Intelligence into every product & using its 2.5B+ devices as the distribution advantage. A more personalized Siri launches this year with early traction already showing up in features like Visual https://t.co/co9dzJMbpS $AAPL CEO Tim Cook told employees the company is all in on AI by baking Apple Intelligence into every product & using its 2.5B+ devices as the distribution advantage. A more" [X Link](https://x.com/danielnewmanUV/status/2020534496945180859) 2026-02-08T16:25Z 74.2K followers, [----] engagements "$MS initiates coverage on $WULF and $CIFR. We havent solved capacity on energy or compute. This shows asymmetric upside.ðĨð TeraWulf (WULF) Overweight PT: $37 Current: $14.3 159% upside Cipher Mining (CIFR) Overweight PT: $38 Current: $14.8 157% upside" [X Link](https://x.com/danielnewmanUV/status/2020866086829207847) 2026-02-09T14:23Z 74.3K followers, 10.9K engagements "If you look at GenAI in [----] to today it isnt surprising why so many people thought AI was a gimmick or a parlor trick. But underestimating innovation is always a risk. Weve come so far" [X Link](https://x.com/danielnewmanUV/status/2020965250154287531) 2026-02-09T20:57Z 74.2K followers, [----] engagements "$TSM continues its AI driven outperformance and is pouring in more capex. This is as bullish a signal as it comes as TSMC is notoriously cautious. It knows. ðĪð $TSM January revenue jumped 37% YoY to $12.7B running ahead of its 30% full-year growth outlook. It also authorized up to $30B in capital injections and up to $1.9B in new bond issuance to fund expansion. https://t.co/8n51S5CI8M $TSM January revenue jumped 37% YoY to $12.7B running ahead of its 30% full-year growth outlook. It also authorized up to $30B in capital injections and up to $1.9B in new bond issuance to fund expansion." [X Link](https://x.com/danielnewmanUV/status/2021183728022692346) 2026-02-10T11:25Z 74.2K followers, [----] engagements "@unusual_whales Per who" [X Link](https://x.com/danielnewmanUV/status/2021213568734048285) 2026-02-10T13:24Z 74.2K followers, [----] engagements "RT @StockSavvyShay: MONSTER DAY FOR GROWTH STOCKS $APP +18% $WULF +17% $ALAB +15% $CIFR +15% $RBLX +11% $IREN +11% $CRDO +11" [X Link](https://x.com/danielnewmanUV/status/2021216659424292975) 2026-02-10T13:36Z 74.2K followers, [--] engagements "RT @danielnewmanUV: $MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can" [X Link](https://x.com/danielnewmanUV/status/2021237337179455587) 2026-02-10T14:58Z 74.2K followers, [--] engagements "This weeks $CIFR and $WULF bounce is such a good example of sturdy trends versus market tantrums. The demand of energy and compute didnt go away last week but algorithmic selling didnt care. $700 Billion in capex is incredibly bullish from AI GPU REITS. ðŠðŧð" [X Link](https://x.com/danielnewmanUV/status/2021251594197590273) 2026-02-10T15:55Z 74.2K followers, [----] engagements "@mikealfred $CIFR ð" [X Link](https://x.com/danielnewmanUV/status/2021262965605818835) 2026-02-10T16:40Z 74.2K followers, [----] engagements "RT @SchwabNetwork: .@DanielNewmanUV CEO of @TheFuturumGroup talks about his firm's "AI [--] picks" including Palantir (PLTR) Nebius (NBIS" [X Link](https://x.com/danielnewmanUV/status/2021714063625965836) 2026-02-11T22:32Z 74.2K followers, [--] engagements "$AMZN is one of our best ideas for [--]. Not the best start but we think its AWS growth is just getting started. UBS agrees" [X Link](https://x.com/danielnewmanUV/status/2020580595487981762) 2026-02-08T19:28Z 74.3K followers, 34.8K engagements "$AMAT sees a trillion in semis as possible for [----]. ðððŧ When I said semis could hit a trillion in 26/27 many said I was crazy. Looks like it was more prescient than crazy. ðŪðĻ" [X Link](https://x.com/danielnewmanUV/status/2022097088524526076) 2026-02-12T23:54Z 74.3K followers, [----] engagements "$INTC and SoftBank looking to cash in on memory gold rush. Shortage isnt going to be short lived. ð" [X Link](https://x.com/danielnewmanUV/status/2018508034369323145) 2026-02-03T02:13Z 74.3K followers, [----] engagements "@LouBasenese My call. Buy $VKTX" [X Link](https://x.com/danielnewmanUV/status/2018884992223662094) 2026-02-04T03:11Z 74.3K followers, [----] engagements "$CIFR ð https://t.co/1otyHKfw5M https://t.co/1otyHKfw5M" [X Link](https://x.com/danielnewmanUV/status/2019420718916858064) 2026-02-05T14:39Z 74.3K followers, 13K engagements "$BTC is the tell. ð Everything is a cascade from there" [X Link](https://x.com/danielnewmanUV/status/2019551688319787332) 2026-02-05T23:20Z 74.3K followers, [----] engagements "Who else is settling in to eat 2500+ cals while watching two teams you give no shits about in the hopes of seeing a single funny commercial and/or a wardrobe malfunction during the halftime show Just me Cool. ððŪðĻ" [X Link](https://x.com/danielnewmanUV/status/2020637778065883619) 2026-02-08T23:16Z 74.3K followers, [----] engagements "@mikealfred $CIFR ðŠðŧððŧð" [X Link](https://x.com/danielnewmanUV/status/2021000713233727529) 2026-02-09T23:18Z 74.3K followers, [----] engagements "$GOOGL is defending its long term moat. Right move from a company that has done all the right things. ððŧð $GOOGL is issuing about $15B of debt with maturities stretching all the way to [----]. They are funding the AI buildout with cheap capital at a time when AI infrastructure spend is ramping. https://t.co/9T7ottFmBM $GOOGL is issuing about $15B of debt with maturities stretching all the way to [----]. They are funding the AI buildout with cheap capital at a time when AI infrastructure spend is ramping. https://t.co/9T7ottFmBM" [X Link](https://x.com/danielnewmanUV/status/2021266485281259737) 2026-02-10T16:54Z 74.3K followers, [----] engagements "$GOOGL $NVDA $MSFT all playing the long game investing big in AI to protect their moats. AI is here to stay. Investors will have to play the long game too. Hold onto your pants" [X Link](https://x.com/danielnewmanUV/status/2019454229727875284) 2026-02-05T16:53Z 74.3K followers, 22.6K engagements "$NVDA overdue move but largely just returning to the mean. Such a massive beneficiary or the $600+ Billion in capex commit. ðŠðŧ $NVDA has added over $300B in market cap today. That move comes as $AMZN $GOOGL $META & $MSFT commit to over $620B in CapEx this year. https://t.co/uvnLYkV9nO $NVDA has added over $300B in market cap today. That move comes as $AMZN $GOOGL $META & $MSFT commit to over $620B in CapEx this year. https://t.co/uvnLYkV9nO" [X Link](https://x.com/danielnewmanUV/status/2019811365524017511) 2026-02-06T16:32Z 74.3K followers, [----] engagements "Ugly. SaaS rerating is real. Not all will survive. Butsome will wind up doing better. ð The Great Software Meltdown https://t.co/dYzFUOcpHr The Great Software Meltdown https://t.co/dYzFUOcpHr" [X Link](https://x.com/danielnewmanUV/status/2017243719620039058) 2026-01-30T14:29Z 74.3K followers, [----] engagements "Matt Garman from $AMZN said the demand for GPUs is so strong that it has never retired a single A100 GPU and demand for older GPUs remains extremely high" [X Link](https://x.com/danielnewmanUV/status/2018799561163395142) 2026-02-03T21:31Z 74.3K followers, 60.1K engagements "$AMD did very well. Markets will market. But the quarter was well executed and the future remains bright. ððŧð" [X Link](https://x.com/danielnewmanUV/status/2018885301834490219) 2026-02-04T03:12Z 74.3K followers, 14.7K engagements "Looking forward to jumping on CNBC in [--] to talk $GOOGL and the AI implosion. Join me" [X Link](https://x.com/danielnewmanUV/status/2019109310715031807) 2026-02-04T18:02Z 74.3K followers, [----] engagements "$GOOGL is an absolute machine. Q4 EARNINGS Revenue $113.8B vs Est. $111.5B EPS $2.82 vs. Est. $2.64 Google Cloud Revenue $17.7B vs Est. $16.2B FY26 Capex Guidance $180B vs Est. $120B $GOOGL selloffs be damned. Google cant be thrown out with the bath water. ððŧðŠðŧ https://t.co/GSjS5tYUfX $GOOGL selloffs be damned. Google cant be thrown out with the bath water. ððŧðŠðŧ https://t.co/GSjS5tYUfX" [X Link](https://x.com/danielnewmanUV/status/2019157735426977971) 2026-02-04T21:14Z 74.3K followers, [----] engagements "$GOOGL raises capex target by $60 Billion because it knows compute is the moat. I would sell lower capex because it will be the death of the Mag [--]. Smart people will understand this. ðŽðŪðĻ" [X Link](https://x.com/danielnewmanUV/status/2019190383901581394) 2026-02-04T23:24Z 74.3K followers, 13.8K engagements "$MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage. $MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start production this month. Micron does not ramp HBM4 until mid [----] which brings fresh worries about losing early share in the highest margin part of memory. https://t.co/zeEKVXnRqF $MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start" [X Link](https://x.com/danielnewmanUV/status/2020860824001138901) 2026-02-09T14:02Z 74.3K followers, 36.3K engagements "In the chair for the next hour as guest host with Varney & Co. Join me" [X Link](https://x.com/danielnewmanUV/status/2021599966687330633) 2026-02-11T14:59Z 74.3K followers, [----] engagements "My favorite #CES2023 device in the I would actually use that category. Well done @Lenovo" [X Link](https://x.com/danielnewmanUV/status/1611112789434847232) 2023-01-05T21:29Z 74.3K followers, 926.1K engagements "Semiconductors are exempt. ððŧ So people can stop selling $NVDA $TSM etc. ðĪ" [X Link](https://x.com/danielnewmanUV/status/1907556279624560952) 2025-04-02T22:10Z 74.3K followers, 273.5K engagements "DATA CENTERS ESTIMATED TO UTILIZE 12% OF U.S. POWER BY [----] [--] 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) 2025-10-11T12:32Z 74.3K followers, 70.1K engagements "Another absolute banger week of tech and growth earnings ahead Ill be watching Monday: $CIFR $PLTR $HIMS Tuesday: $AMD $ANET $SMCI $ALAB Weds: $HOOD $IONQ $QCOM $ARM $FIG Thursday: $DDOG $IREN $TTD What. A. Week. Ahead. ðŠðŧð" [X Link](https://x.com/danielnewmanUV/status/1984988999035822403) 2025-11-02T14:20Z 74.3K followers, 49.3K engagements "Almost every part of the AI supply chain is constrained. Energy being the most constrained. This is why names like $IREN and $CIFR have become front and center. ðŠðŧ" [X Link](https://x.com/danielnewmanUV/status/1988590074121040348) 2025-11-12T12:49Z 74.3K followers, 110.5K engagements "$GOOGL $ARM $QCOM $COHR coming up in [--]. What could go wrong on a glorious day like today" [X Link](https://x.com/danielnewmanUV/status/2019149441182167130) 2026-02-04T20:41Z 74.3K followers, [----] engagements "$AMZN is one of the biggest potential beneficiaries of AI within its business. Not just AWS but every part of it stands to benefit from AI. ððŧð "Amazon is probably one of the largest potential beneficiaries of AI within their own business and not just their cloud business" Futurum CEO @danielnewmanUV says. https://t.co/UPtK9Ojjwt "Amazon is probably one of the largest potential beneficiaries of AI within their own business and not just their cloud business" Futurum CEO @danielnewmanUV says. https://t.co/UPtK9Ojjwt" [X Link](https://x.com/danielnewmanUV/status/2019523202628923519) 2026-02-05T21:27Z 74.3K followers, [----] engagements "For my fellow $SOFI bulls. This is a must listen. Love it when @anthonynoto said he would be disappointed if Q1 was the highest growth quarter of the year. Great interview gents. [--] years in the making. The $SOFI interview is here. We sat down with CEO @anthonynoto to ask the questions retail investors have been asking for. We didn't hold back: Capital Raises & SoFi's Valuation "Sandbagging" Guidance The Future of Loans (Home & Personal) https://t.co/EgKoQheiuh [--] years in the making. The $SOFI interview is here. We sat down with CEO @anthonynoto to ask the questions retail investors have been" [X Link](https://x.com/danielnewmanUV/status/2020900160675438865) 2026-02-09T16:38Z 74.3K followers, [----] engagements "Its go time. Great to be in studio with Charles talking all things tech. Rapid fire. ð "Making Money With Charles Payne" feeling like a coiled spring but what about software What to buy now. Has economic Renaissance begun @AAmoroso_1 @CameronDawson @danielnewmanUV @Paul_Schatz @DylanLeClair @steelwire "Making Money With Charles Payne" feeling like a coiled spring but what about software What to buy now. Has economic Renaissance begun @AAmoroso_1 @CameronDawson @danielnewmanUV @Paul_Schatz @DylanLeClair @steelwire" [X Link](https://x.com/danielnewmanUV/status/2021305261428756818) 2026-02-10T19:28Z 74.3K followers, 17.8K engagements "A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more" [X Link](https://x.com/danielnewmanUV/status/2021314527145468161) 2026-02-10T20:05Z 74.3K followers, 71.6K engagements "$LSCC is back and its data center business led to a beat across metrics. The FPGA is essential to so many DC workloads and Lattice is capitalizing. Very good results guide and turn after a rough couple of years" [X Link](https://x.com/danielnewmanUV/status/2021385029801083144) 2026-02-11T00:45Z 74.3K followers, [----] engagements "AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution" [X Link](https://x.com/danielnewmanUV/status/2021634769893933180) 2026-02-11T17:17Z 74.3K followers, 109.7K engagements "Lunch with the best dressed guy on Wall Street" [X Link](https://x.com/danielnewmanUV/status/2021650848745763190) 2026-02-11T18:21Z 74.3K followers, 12.5K engagements "And yet AI bubble bears say AI has no use case or ROI Real problem is it may be too good. ð Spotify says its best developers havent written a line of code since December thanks to AI https://t.co/6hafAJOeJv Spotify says its best developers havent written a line of code since December thanks to AI https://t.co/6hafAJOeJv" [X Link](https://x.com/danielnewmanUV/status/2022092678826274926) 2026-02-12T23:37Z 74.3K followers, [----] engagements "$NVO seeing big demand for its GLP Pill. Makes the $VKTX story even better given its efficacy. Can't imagine the buyout offers aren't mounting here" [X Link](https://x.com/danielnewmanUV/status/2022341165069279275) 2026-02-13T16:04Z 74.3K followers, [----] engagements "$ARM beat and raised with 100% growth in Datacenter this quarter. Definitely warrants a 10% sell off. ðĪŠ" [X Link](https://x.com/danielnewmanUV/status/2019158718106202501) 2026-02-04T21:18Z 74.3K followers, [----] engagements "$AMAT flying because semi cap demand is insatiable. AI demand requires more fabs more capacity more equipment and Applied Materials is front and center. Send it. $AMAT ROOF IT https://t.co/UDlch64VlE $AMAT ROOF IT https://t.co/UDlch64VlE" [X Link](https://x.com/danielnewmanUV/status/2022058658415391104) 2026-02-12T21:22Z 74.3K followers, [----] engagements "$META isnt only building AI but it is using it to drive more than $60 Billion in annual revenue and growing. Exemplary AI ROI ððŧð" [X Link](https://x.com/danielnewmanUV/status/2022406885002096920) 2026-02-13T20:25Z 74.3K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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: [------] #
- [--] Week [-------] -9.80%
- [--] Month [---------] +8%
- [--] Months [----------] +244%
- [--] Year [----------] +564%
Mentions: [--] #
- [--] Week [---] +13%
- [--] Month [---] -49%
- [--] Months [-----] +202%
- [--] Year [-----] +81%
Followers: [------] #
- [--] Week [------] +0.30%
- [--] Month [------] +0.83%
- [--] Months [------] +23%
- [--] Year [------] +40%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #3967 technology brands 47.59% finance 18.67% cryptocurrencies 4.22% countries 3.61% automotive brands 3.01% exchanges #969 formula 1 0.6% luxury brands 0.6% products 0.6%
Social topic influence ai #5065, $nvda #382, $googl #3319, nvda #112, $sofi #26, ceo 7.23%, $cifr #36, in the 6.63%, future 5.42%, $amzn #616
Top accounts mentioned or mentioned by @thesixfivemedia @stocksavvyshay @loubasenese @stockmeetups @akinatorassets @william_r2rclub @lorihobin @mikealfred @free_born2b @crwdvstr @grok @divestech @unusualwhales @higgins31411 @amootpoint @nybergarenn @anthonynoto @thefuturumgroup @camerondawson @witness360hq
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) RAI Finance (SOFI) Cipher Mining Inc. Common Stock (CIFR) Amazon.com, Inc. (AMZN) Metadium (META) Viking Therapeutics, Inc (VKTX) QUALCOMM, Inc. (QCOM) Micron Technology, Inc. (MU) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Now Coin (NOW) Advanced Micro Devices (AMD) Iris Energy Limited (IREN) Arm Holdings plc (ARM) Taiwan Semiconductor (TSM) Intel Corporation (INTC) Novo-Nordisk (NVO) IBM (IBM) Hims & Hers Health, Inc. (HIMS) Robinhood Markets, Inc. (HOOD) Tesla, Inc. (TSLA) Bitcoin (BTC) Palantir Technologies Inc. (PLTR) TeraWulf Inc. (WULF) Cisco Systems Inc (CSCO) Arista Networks Inc (ANET) Astera Labs, Inc. (ALAB) Applied Materials, Inc. (AMAT) Oscar Health, Inc. (OSCR) IonQ, Inc. (IONQ) Lam Research Corporation (LRCX) Orbs (ORBS) Eli Lilly and Company (LLY) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Vertiv Holdings Co (VRT) Marvell Technology Inc (MRVL) Credo Technology Group Holding Ltd (CRDO) Mario Coin (COIN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Morgan Stanley (MS) Walmart, Inc. (WMT) Coherent Inc (COHR)
Top Social Posts
Top posts by engagements in the last [--] hours
"$OSCR has been dead money but that guide today brings me back to my original thesis. Been selling put spreads and covered calls on my position now and doing well as it has stayed range bound. But at some point the log jam should break. Incredible guidance"
X Link 2026-02-10T14:42Z 74.3K followers, [----] engagements
"I hold $HOOD and $SOFI. This last quarter SOFI executed significantly better. ð"
X Link 2026-02-11T14:31Z 74.3K followers, 11.3K engagements
"$VKTX heads to phase [--]. ðŠðŧð $VKTX Huge news for shareholders- Boom Oral drug moving to Ph3 guys https://t.co/DHczsATn4F $VKTX Huge news for shareholders- Boom Oral drug moving to Ph3 guys https://t.co/DHczsATn4F"
X Link 2026-02-11T21:58Z 74.3K followers, [----] engagements
"$NVDA should see 40-50% of the $700 Billion in Mag [--] committed AI Capex. Hard to bet against that. ð"
X Link 2026-02-11T22:16Z 74.3K followers, 155.8K engagements
"$VKTX looks like all upside here. Straight to phase [--] and a better oral GLP mouse trap than $NVO. Hard not to see a bidding war in its future. ðððŧð"
X Link 2026-02-12T14:30Z 74.3K followers, [----] engagements
"$NVDA and $TSLA are the two obvious names set to win physical AI. $QCOM is the sneaky one that I think will surprise. ððŧð"
X Link 2025-09-29T16:49Z 74.1K followers, 34.2K engagements
"Great Six Five Media convo this AM with $NXPI CEO Rapfael Sotomayor at CES talking about the explosion in Edge AI. Video to follow ððŧðĶū"
X Link 2026-01-06T17:46Z 74.1K followers, [----] engagements
"$MU and memory has been the big AI theme this year. Storage is next. ð on $PSTG and Neo storage platforms like Vast and Weka. ðŠðŧðĨð"
X Link 2026-01-11T19:11Z 74.2K followers, 56.4K engagements
"$NVDA suppliers at a glance. 60% is Foundry $TSM and ODM"
X Link 2026-01-12T13:14Z 74.1K followers, 20K engagements
"As a McLaren F1 super fan the highlight of my davos so far was meeting Oscar Piastri and F1 team ceo Zak Brown. ð Amazing team and genuinely nice people. ððŧ"
X Link 2026-01-21T11:17Z 74.1K followers, [----] engagements
"For all of the smarties out there saying that AI is the next internet bubble. Not. Even. Close. Sorry bubble bears. Dont @ me. ðŪðĻð"
X Link 2026-01-25T17:16Z 74K followers, [----] engagements
"Congratulations @NiccoloDeMasi and $IONQ. A 4D chess move to buy $SKYT and vertically integrate your supply chain and control QPU foundry capacity. ððŧ $IONQ is buying chip maker $SKYT for $1.8B or $35 per share. The deal secures U.S.-based fabrication giving IonQ more control over how fast it scales & how reliably it can deliver systems. I love this because a domestic foundry matters A TON for federal & defense contracts. https://t.co/DTw1DhZGTg $IONQ is buying chip maker $SKYT for $1.8B or $35 per share. The deal secures U.S.-based fabrication giving IonQ more control over how fast it"
X Link 2026-01-26T12:12Z 74K followers, 13.9K engagements
"$NVDA investing in $CRWV and its customer ecosystem is wise corporate venture and exponentially better than stock buybacks. What do you want NVIDIA to do with its cash Buy T-Bills Yen carry trade Get a grip yall. ðŽðŪðĻ"
X Link 2026-01-26T14:36Z 74.2K followers, 10.5K engagements
"The data says: AI adopters are experiencing outsized ROI. Basically you have to have a culture that buys into the disruptive power and the results follow. Just like every tech revolution in history. Meanwhile AI Bubble Bears still sending facsimile and mathing on their abacus. ð https://twitter.com/i/web/status/2015822767338197233 https://twitter.com/i/web/status/2015822767338197233"
X Link 2026-01-26T16:22Z 74K followers, [----] engagements
"What. A. Week. Of. Earnings. ððŧð $TXN $MSFT $META $TSLA $LRCX $NOW $IBM $AAPL $SAP $SNDK We are back ððŧ"
X Link 2026-01-27T20:36Z 74K followers, [----] engagements
"$INTC what came down must go back up. ððŧðŠðŧð $NVDA [----] Feynman platform may introduce limited multi-sourcing with $INTC $TSM would still build the main GPU die while Intel could handle the I/O die and EMIB packaging with its share capped around 25%. https://t.co/4r8qJ8JxzC $NVDA [----] Feynman platform may introduce limited multi-sourcing with $INTC $TSM would still build the main GPU die while Intel could handle the I/O die and EMIB packaging with its share capped around 25%. https://t.co/4r8qJ8JxzC"
X Link 2026-01-27T23:39Z 74K followers, [----] engagements
"$ASML Bookings are incredible. Sign of expected sustained demand for AI. ðð $ASML Q4 EARNINGS Revenue $11.5B vs Est. $11.3B EPS $8.67 vs Est. $8.91 Bookings $15.5B vs Est. $8.1B Gross margins 52.2% vs. Est. 51.9% EUV system sales [--] vs. Est. [--] FY26 Guidance Revenue $43.1B vs Est. $41.5B Gross margins 52% vs. Est. 53% https://t.co/XflQuoXwcb $ASML Q4 EARNINGS Revenue $11.5B vs Est. $11.3B EPS $8.67 vs Est. $8.91 Bookings $15.5B vs Est. $8.1B Gross margins 52.2% vs. Est. 51.9% EUV system sales [--] vs. Est. [--] FY26 Guidance Revenue $43.1B vs Est. $41.5B Gross margins 52% vs. Est. 53%"
X Link 2026-01-28T11:25Z 74K followers, [----] engagements
"Big tech on deck today. $META was one of our best ideas for [----] and $MSFT will do the business as well. Capex will prove AI investment is still game on. Backlogs will be an even better indicator. ððŠðŧ"
X Link 2026-01-28T15:01Z 74K followers, 24.2K engagements
"$NVDA to China. Never in doubt. But the FUD made for great entertainment. ðŋð China has reportedly approved the first batch of several hundred thousand $NVDA H200 AI chips for import. The chips are allocated to three major Chinese buyers https://t.co/QjJTwrWZG1 China has reportedly approved the first batch of several hundred thousand $NVDA H200 AI chips for import. The chips are allocated to three major Chinese buyers https://t.co/QjJTwrWZG1"
X Link 2026-01-28T15:32Z 74K followers, [----] engagements
"The $ASML backlog may be an even bigger sign of how big this AI buildout is going to he than $TSM or $MU. Massive multi-decade indicator here. ðŠðŧð"
X Link 2026-01-28T15:34Z 74K followers, [----] engagements
"Two enterprise AI bellwethers report after the bell. $IBM and $NOW I expect both to impress and to negate some of the negativity about AI eating software. We see collaboration between the disruptors and the enterprise to speed innovation and deliver productivity"
X Link 2026-01-28T19:32Z 74K followers, [----] engagements
"$IBM with a strong beat. Great signal for enterprise tech (as I suggested). Double digit % revenue growth. The company has turned a corner under CEO Arvind Krishna"
X Link 2026-01-28T21:12Z 74K followers, [----] engagements
"$NOW delivers across the board with a Rule of [--] performance and a Rule of [--] guide. We maintain the belief that ServiceNow isn't in the same risk bucket as many SaaS and enterprise software companies that are more at risk of the AI inflection. ServiceNow's partnership with Anthropic is a good example of enterprise software and AI Labs collaborating to deliver enterprise value. ð https://twitter.com/i/web/status/2016623910385832049 https://twitter.com/i/web/status/2016623910385832049"
X Link 2026-01-28T21:26Z 74K followers, 18.8K engagements
"If you listen to $META $MSFT etc you will realize compute is the moat. Not models. That is why the spending race is on. Because optionality and flexibility come with having enough compute. And there will never truly be enough. ðŠðŧð"
X Link 2026-01-29T00:37Z 74K followers, 12.8K engagements
"$META going all in on compute is the right way to capitalize on its massive MAUs long term. More compute more flexibility to continue to innovate build and deploy the future of AI"
X Link 2026-01-29T01:38Z 74K followers, 15.7K engagements
"@DivesTech The ð on $IBM"
X Link 2026-01-29T13:54Z 74K followers, [----] engagements
"$TSLA remains a story about the future. The best conduit to robotics physical AI and autonomy in the market. ðŠðŧð Major focus for Musk and Tesla is the robotaxi buildout FSD progress and volume production plans for Cybercab and Optimus. $2 billion xAI investment a big step forward as AI story coming together for Tesla into [----]. Delivery demand stabilizing. Solid conf call. $600 PT ðððĨ Major focus for Musk and Tesla is the robotaxi buildout FSD progress and volume production plans for Cybercab and Optimus. $2 billion xAI investment a big step forward as AI story coming together for Tesla"
X Link 2026-01-29T14:02Z 74K followers, [----] engagements
"Interesting to see how any company that has a significant affiliation with OpenAI is getting creamed by the market. What was once the halo around their proverbial heads has become the noose around their necks. However it is clear that public and private markets have diverged here. With massive amounts of investment willing to go into OpenAI from $NVDA Softbank and others. However the public markets are clearly unsure if it will be able to meet growth targets and/or contractual obligations. The question that needs to be answered is whether the compute that OpenAI is committing to would go"
X Link 2026-01-29T14:41Z 74K followers, 16.3K engagements
"We see a future where the AI labs and names like $IBM $NOW $MSFT collaborate to build a new semantic layer for enterprise software. Yes AI will eat SOME enterprise software. But not all"
X Link 2026-01-29T15:31Z 74.1K followers, 13.5K engagements
"I may have said on Bloomberg Radio that $AAPL is wearing an AI retardant fire suit right now. :-D"
X Link 2026-01-29T16:20Z 74K followers, [----] engagements
"Sorry to the bubble bears but [--] years of lifespan for $NVDA or $AMD GPUs is quite reasonable"
X Link 2026-01-29T16:44Z 74.1K followers, [----] engagements
"$HOOD and $SOFI imo ðððŧ The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children. https://t.co/x6YEoaRNmf The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children. https://t.co/x6YEoaRNmf"
X Link 2026-01-29T21:05Z 74K followers, [----] engagements
"$AAPL needs to deliver. Im not nervous. ðŽ"
X Link 2026-01-29T21:10Z 74K followers, [----] engagements
"$AAPL saves the market by selling a crap ton of iPhones this quarter. I guess Apple doesn't need AI. :-D $AAPL sets record iPhone revenue in Q1 topping $80 billion for the first time. ðĩ Revenue: $143.76B vs $138.4B expected ðē EPS: $2.84 vs $2.68 expected ðą iPhone revenue: $85.27B vs $78.31B expected https://t.co/ot6yDhDAfK $AAPL sets record iPhone revenue in Q1 topping $80 billion for the first time. ðĩ Revenue: $143.76B vs $138.4B expected ðē EPS: $2.84 vs $2.68 expected ðą iPhone revenue: $85.27B vs $78.31B expected https://t.co/ot6yDhDAfK"
X Link 2026-01-29T21:50Z 74K followers, [----] engagements
"$SOFI with a solid quarter. All this company does is execute. Reward will come for us longs. ððŧð $SOFI delivered ð Sales $1.03B vs Est. $982M EPS $0.12 vs Est. $0.12 Adj EBITDA $318M (+60% YoY) New Members: 13.7M (+35% YoY) FY26 Guidance Sales $4.7B vs Est. $4.5B EPS $0.60 vs Est. $0.59 GAAP Net Income $825M EBITDA Margin: 34% https://t.co/jxhCDzOV45 $SOFI delivered ð Sales $1.03B vs Est. $982M EPS $0.12 vs Est. $0.12 Adj EBITDA $318M (+60% YoY) New Members: 13.7M (+35% YoY) FY26 Guidance Sales $4.7B vs Est. $4.5B EPS $0.60 vs Est. $0.59 GAAP Net Income $825M EBITDA Margin: 34%"
X Link 2026-01-30T12:18Z 74K followers, 10.4K engagements
"I will genuinely be surprised if $SOFI doesnt join the S&P [---] in March. ðŠðŧððŧ"
X Link 2026-01-30T12:37Z 74K followers, 18.1K engagements
"$SLV moving like a meme coin. Absolutely wild. Silver: -25% in [--] hours. $1.5 trillion in value. Deleted. https://t.co/eEXXMVCUPd Silver: -25% in [--] hours. $1.5 trillion in value. Deleted. https://t.co/eEXXMVCUPd"
X Link 2026-01-30T17:42Z 74K followers, [----] engagements
"Our new Agentic Reasoning evaluation has GPT-5 leading the way"
X Link 2026-01-30T17:59Z 74K followers, [----] engagements
"@unusual_whales $ORBS ð"
X Link 2026-01-30T18:05Z 74.1K followers, [----] engagements
"$SOFI had a great print but what a painful day to be long"
X Link 2026-01-30T19:46Z 74K followers, [----] engagements
"Me at the close"
X Link 2026-01-30T21:02Z 74.1K followers, [----] engagements
"The "big" capex numbers will get bigger. We have been wrong on every estimate so far. What has been consistent is the buildout is bigger than anyone can imagine. ðŠ"
X Link 2026-01-30T21:06Z 74K followers, [----] engagements
"Hilarious. The moronic takes on DeepSeek ending $NVDA that made my eyeballs bleed for the 1st half of [----]. When in reality DeepSeek is lining up for H200s. Hope yall listened ðŽðŪðĻð DeepSeek last year: NVIDIA will die we trained R1 on old chips for $6M DeepSeek this year: first in line buying H200s ðĪĢ Turns out Jensen is finished really meant please sir may we have your best silicon the moment Beijing approves The copium was always cope ðŦ $nvda https://t.co/MBC6LUo7WX DeepSeek last year: NVIDIA will die we trained R1 on old chips for $6M DeepSeek this year: first in line buying H200s ðĪĢ"
X Link 2026-01-30T21:21Z 74K followers, 13.8K engagements
"My entire feed is OpenClaw/MoltBot. Thats it. All Im seeing. The world changing before our eyes. ðĪŊð§ ðĨð"
X Link 2026-01-31T02:34Z 74.1K followers, [----] engagements
"$NVDA is negotiating better terms. And more commitment from OpenAI. It will get what it wants. Watch. ð"
X Link 2026-01-31T18:38Z 74.1K followers, [----] engagements
"Yes almost everything you are reading about the $NVDA + OpenAI deal is total nonsense. This will become evident soon. That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." Well the real question is the $100bn none binding agreement. https://t.co/uhM0BKdySH That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." Well the real question is the $100bn none binding agreement. https://t.co/uhM0BKdySH"
X Link 2026-01-31T20:43Z 74.1K followers, 15.3K engagements
"Buying $BTC $ETH and $SOL this weekend. Generally the best accumulation periods are those that feel the worst"
X Link 2026-01-31T23:57Z 74K followers, 31.2K engagements
"Also Cuba is calling for the Cuban Peso as the global reserve currency. ð JUST IN: Chinese President Xi Jinping calls for the yuan to become a global reserve currency. https://t.co/Nt2ZiOhbWK JUST IN: Chinese President Xi Jinping calls for the yuan to become a global reserve currency. https://t.co/Nt2ZiOhbWK"
X Link 2026-02-01T16:28Z 74.1K followers, [----] engagements
"$VKTX will benefit from pill injection for GLP meds. ððŠðŧ $NVO $LLY $HIMS ðĻ BREAKING: WEGOVY GLP-1 PILL HITS 44K PRESCRIPTIONS IN FIRST THREE WEEKS (IQVIA DEUTSCHE) Early data from Ro shows a higher proportion of men opting for the pill compared to injectables. Deutsche Bank analysts said in a Friday note that so far broader https://t.co/eNRf2nCfmt $NVO $LLY $HIMS ðĻ BREAKING: WEGOVY GLP-1 PILL HITS 44K PRESCRIPTIONS IN FIRST THREE WEEKS (IQVIA DEUTSCHE) Early data from Ro shows a higher proportion of men opting for the pill compared to injectables. Deutsche Bank analysts said in a Friday"
X Link 2026-02-02T16:50Z 74K followers, [----] engagements
"$NVDA FUD is out of control. Hard to believe much of what you read anymore. This was total and complete nonsense. Again. ðŪðĻ We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from"
X Link 2026-02-02T22:58Z 74.2K followers, 17.4K engagements
"$SOFI oversold No shit lol ððŠðŧð"
X Link 2026-02-03T13:47Z 74.2K followers, [----] engagements
"West coast for $CSCO summit. Every treadmill stair stepper and elliptical is taken. Meanwhile not a soul in the weight room. What gives ðŠðŧð"
X Link 2026-02-03T14:21Z 74.2K followers, [----] engagements
"The market is getting $NOW wrong. One of the definitive survivors of the SaaS flush. ðŽ $NOW EXPERIENCING THE LARGEST DRAWDOWN IN COMPANY HISTORY https://t.co/Io4ItB3kVy $NOW EXPERIENCING THE LARGEST DRAWDOWN IN COMPANY HISTORY https://t.co/Io4ItB3kVy"
X Link 2026-02-03T15:12Z 74.1K followers, 24.1K engagements
"$CSCO AI summit starts with a fireside chat with @sama. He says energy still the number one constraint. Why I still love the $CIFR $IREN type plays. ðŠðŧð"
X Link 2026-02-03T17:26Z 74.2K followers, [----] engagements
"$INTC CEO Lip Bu Tan We are laser focused on 14A Outside customers seeing success of panther lake and knocking on door and asking about 18A Foundry is the future for Intel. ððŧ"
X Link 2026-02-03T17:49Z 74.2K followers, [----] engagements
"No relief on memory until [----] per $INTC CEO Lip Bu Tan"
X Link 2026-02-03T17:52Z 74K followers, 27.8K engagements
"$ORCL is doomed they say. Also insatiable demand to buy $25 billion in Oracle bonds. ððŪðĻ $ORCL CDS spreads plunge after $25B bond sale attracted record demand thanks to pairing with $25B equity raise. https://t.co/Be19Z947n1 $ORCL CDS spreads plunge after $25B bond sale attracted record demand thanks to pairing with $25B equity raise. https://t.co/Be19Z947n1"
X Link 2026-02-03T19:58Z 74.2K followers, 26.2K engagements
"@Btrader_x Nobody expects anything in the numbers. This is all about deal partnership phase 3"
X Link 2026-02-03T21:02Z 74K followers, [---] engagements
"@StockSavvyShay $NVDA H200 ð"
X Link 2026-02-03T21:58Z 74K followers, [----] engagements
"Still like the transition of $QCOM into robots and DC/physical AI"
X Link 2026-02-04T16:39Z 74.1K followers, [----] engagements
"Anthropic OpenAI in basically every way. Even its sense of humor. There. I said it. Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious ð
Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds https://t.co/PXoaZtmCWA Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious ð
Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds"
X Link 2026-02-04T17:32Z 74K followers, [----] engagements
"This is why I say AI will eat Some software. ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar & gmail and https://t.co/YrD8HLwYLc ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar &"
X Link 2026-02-04T17:43Z 74K followers, 13.9K engagements
"Great to join @KellyCNBC to talk $GOOGL todays tech wreck AI eating software and what we see happening with the AI trade. Still bullish but patience will be required as the market finds its footing"
X Link 2026-02-04T18:45Z 74K followers, [----] engagements
"AI will eat some software. But here is what I ultimately see happening in SaaS. ððŧ"
X Link 2026-02-04T19:31Z 74K followers, 26.9K engagements
"$GOOGL selloffs be damned. Google cant be thrown out with the bath water. ððŧðŠðŧ"
X Link 2026-02-04T20:15Z 74.1K followers, 17.8K engagements
"$AMD inflection is Helios. Thats when the AI datacenter numbers really move. And no its not at the expense of $NVDA. It is every and all. ððŧ $AMD CEO Lisa Su said the company is ready to scale its AI business to tens of billions in revenue by [----] - Yahoo Finance https://t.co/LVQZwvCZbb $AMD CEO Lisa Su said the company is ready to scale its AI business to tens of billions in revenue by [----] - Yahoo Finance https://t.co/LVQZwvCZbb"
X Link 2026-02-04T20:39Z 74K followers, [----] engagements
"Segment https://www.cnbc.com/video/2026/02/04/google-is-well-positioned-amid-tech-stock-selloff-says-futurum-group-ceo-daniel-newman.html https://www.cnbc.com/video/2026/02/04/google-is-well-positioned-amid-tech-stock-selloff-says-futurum-group-ceo-daniel-newman.html"
X Link 2026-02-04T20:57Z 74K followers, [----] engagements
"That $GOOGL Cloud growth number is absolutely delectable. ðĪĪ"
X Link 2026-02-04T21:16Z 74K followers, [----] engagements
"$QCOM had a tremendous Q1 but like I predicted it is getting caught up in the memory chaos. Demand remains strong but memory is a massive hurdle. Expect it to be well managed but no way it doesn't hit the upcoming quarter(s). $AAPL memory concerns should trickle today into $QCOM and $ARM as well. Memory constraints are very real and for companies with high exposure to PC and smartphones it will show up in earnings. $AAPL memory concerns should trickle today into $QCOM and $ARM as well. Memory constraints are very real and for companies with high exposure to PC and smartphones it will show up"
X Link 2026-02-04T21:17Z 74.1K followers, [----] engagements
"@DivesTech Good list. I would add $NOW ð"
X Link 2026-02-04T23:09Z 74.1K followers, [----] engagements
"We are definitely in a strap in and hold your ass moment for growth. Not seeing a single indicator that AI is slowing but clearly we have entered a risk off period. ððŽ"
X Link 2026-02-05T14:15Z 74K followers, [----] engagements
"$HIMS making moves. ððŠðŧ ðĻ $HIMS LAUNCHES COPY OF WEGOVY PILL AT $49/MO - Price undercuts Novo brand by roughly $100 monthly - Monthly price rises to $99 after introductory offer - Novo is facing unprecedented pricing pressure from cash-pay market "We're excited to find ways to continue bringing ðĻ $HIMS LAUNCHES COPY OF WEGOVY PILL AT $49/MO - Price undercuts Novo brand by roughly $100 monthly - Monthly price rises to $99 after introductory offer - Novo is facing unprecedented pricing pressure from cash-pay market "We're excited to find ways to continue bringing"
X Link 2026-02-05T14:25Z 74K followers, [----] engagements
"This is what I mean when I say collaboration between enterprise software and AI labs. Enterprise software will control the rules and the rails but labs will own the semantic layer and much of the agentic workflow. ðððŧ"
X Link 2026-02-05T15:59Z 74.1K followers, [----] engagements
"$NVO pill is DOA imo. So whether $HIMS is as good or not isn't as big of an issue as the inferiority of Novo's pill to an Tirzepitide and the gap will get even bigger when $LLY brings Retatrutide to market. If Novo was smart it would find a way to do a deal with $VKTX because its pill has exponentially better outcomes in meaningfully shorter time periods. Novo is cooked. https://twitter.com/i/web/status/2019456374967533739 https://twitter.com/i/web/status/2019456374967533739"
X Link 2026-02-05T17:01Z 74.2K followers, [----] engagements
"@lorihobin ðŽðĨē still holding. Sharing the temporary pain. Pretty sure we still need more compute and energy. ððŧ"
X Link 2026-02-06T01:49Z 74.1K followers, [--] engagements
"@higgins31411 AWS capex has funded commerce scale no"
X Link 2026-02-06T01:57Z 74K followers, [--] engagements
"A few really big beneficiaries of $600 Billion in Capex commits from Mag [--] ðŠðŧð $NVDA (Nvidia) $AVGO (Broadcom) $TSM (Taiwan Semiconductor) $ANET (Arista Networks) $VRT (Vertiv Holdings) $ORCL (Oracle) $MU (Micron Technology) $DELL (Dell Technologies) $CSCO (Cisco Systems) https://twitter.com/i/web/status/2019600445920960830 https://twitter.com/i/web/status/2019600445920960830"
X Link 2026-02-06T02:34Z 74K followers, [----] engagements
"4 companies are not spending $600 Billion for a passing fad. Strap in folks. ðĪð THE [----] BIG TECH CAPEX ARMS RACE $AMZN: $200B (+52% YoY) $GOOGL: $180B (+98% YoY) $META: $125B (+74% YoY) $MSFT: $105B (+31% YoY) THE [----] BIG TECH CAPEX ARMS RACE $AMZN: $200B (+52% YoY) $GOOGL: $180B (+98% YoY) $META: $125B (+74% YoY) $MSFT: $105B (+31% YoY)"
X Link 2026-02-06T02:41Z 74K followers, 11.6K engagements
"AI bubble has been canceled. I dont make the rules. Dont @ me. Goodnight. ðĪ"
X Link 2026-02-06T03:09Z 74K followers, [----] engagements
"I also like $AMD $MRVL and $INTC Probably more Im not thinking of"
X Link 2026-02-06T03:12Z 74.2K followers, [----] engagements
"Friday morning French press with the 110s. Pushing the the market noise. AI is ð My belief in the revolution hasnt wavered. Lets go. ðŠðŧ"
X Link 2026-02-06T13:05Z 74K followers, [----] engagements
"Shay & I are live on the Futurum Equities YouTube channel at 10AM EST covering: Earnings reactions: $GOOGL $AMZN $IREN $AMD $PLTR Latest thoughts on software: $NOW $MDB $SNOW $ADBE $MNDY $CRWD $RBRK $TEAM $ZETA Biggest winners from the CapEx buying spree: $ASML $CRDO $ALAB $AMAT $ANET $LRCX $KLAC $MU Crypto market bloodbath: $HOOD $SOFI $COIN $BMNR $MSTR $BTC $ETH $SOL Well also leave the last [---] minutes for live Q&A so bring your questions Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering: Earnings reactions: $GOOGL $AMZN $IREN $AMD $PLTR Latest thoughts on"
X Link 2026-02-06T15:13Z 74.2K followers, 15.4K engagements
"So did USA buy the dip for its $BTC Reserve ð JUST IN: Treasury Secretary Bessent says the crypto "revolution is here." JUST IN: Treasury Secretary Bessent says the crypto "revolution is here.""
X Link 2026-02-06T15:48Z 74.2K followers, 13.4K engagements
"$SOFI shares how it plans to use its recent capital raises. What many of us have waited to see. ðŠðŧð HOLY SHIT HOLY SHIT HOLY SHIT OFFICIAL DOCUMENT ON HOW $SOFI USES THE CAPITAL RAISES PART [--] OF [--] https://t.co/2fWd2ZYlB3 HOLY SHIT HOLY SHIT HOLY SHIT OFFICIAL DOCUMENT ON HOW $SOFI USES THE CAPITAL RAISES PART [--] OF [--] https://t.co/2fWd2ZYlB3"
X Link 2026-02-06T16:55Z 74.1K followers, 12.5K engagements
"AI is not a bubble its a revolution. And it is very early. ððŧð $NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR. https://t.co/KpcIGaTU0m $NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR. https://t.co/KpcIGaTU0m"
X Link 2026-02-06T19:32Z 74.1K followers, [----] engagements
"AI is changing the business model of every industry leaving only three types of companies. [--]. Those building and disrupting with AI. [--]. Those reacting and planning to build and disrupting with AI. [--]. Those that will be out of business soon and may not even know it"
X Link 2026-02-06T20:41Z 74.2K followers, [----] engagements
"@StockSavvyShay They are conflating completely legal compounding. Embarrassing"
X Link 2026-02-06T22:04Z 74K followers, 10.3K engagements
"Peptides are the AI of human evolution AND have the potential to reduce ongoing dependency on pharmaceuticals that deteriorate health and quality of life. ðððŧ There is a massive push by Pharma right now to kill peptide use and specifically go after compounding pharmacies. Based on some of the research I have seen peptides have some pretty incredible medical properties and are doing wonders for people. At any rate Pharma has a There is a massive push by Pharma right now to kill peptide use and specifically go after compounding pharmacies. Based on some of the research I have seen peptides"
X Link 2026-02-06T22:07Z 74.1K followers, 14.6K engagements
"Wild how there is always a nonsense short theory about AI that receives an abundance of undeserved airtime Last few months (and beyond) its been bubble nonsense. -Circular financing -GPUs only have a two year shelf life -Warehouses full of unused GPUs -Account receivable fraud by $NVDA -China is beating the USA in AI race -China doesnt want U.S. tech -Oracle wont be able to raise money -AI doesnt work well. No killer use case -Not to forget DeepSeek Ironically the last week we saw a pivot to AI is too good and that is a reason to crash the AI party -All Software is dead AI ate it all. -Agents"
X Link 2026-02-07T16:57Z 74.2K followers, [----] engagements
"Bessent is the calm and intelligent voice the market needs to hear. Love this guy. ððŧðŠðŧð Scott Bessent implied 8% GDP growth could be possible. https://t.co/rDohahIaRK Scott Bessent implied 8% GDP growth could be possible. https://t.co/rDohahIaRK"
X Link 2026-02-07T20:23Z 74.1K followers, [----] engagements
"Nobody wants to watch a defensive battle ðĨą ðī"
X Link 2026-02-09T00:29Z 74.2K followers, [----] engagements
"@Futurenvesting $SOFI has a very bright future. ðŠðŧððŧ"
X Link 2026-02-09T02:28Z 74.2K followers, [----] engagements
"$HIMS is correct. Stopping compounding is a pharma brigade move to control a key aspect to the future of medicine. Peptides. And if it succeeds it will limit access to these game changing inexpensive protocols that help improve wellness and eliminate the need for certain medications. Pharma wants to keep us sick and dependent. While HIMS has made so many bonehead moves it isnt wrong. Crossing my fingers the judges dont fall for this. ðĪ ðĻ BREAKING: $HIMS RESPONDS TO NOVO LAWSUIT "Big Pharma is weaponizing the US judicial system to limit consumer choice" "This lawsuit attacks more than just"
X Link 2026-02-09T14:21Z 74.2K followers, 36.7K engagements
"@amootpoint Still a shareholder. Still believe. Not happy with their decisions. And I pumped nothing. Talking about what Im doing personally isnt pumping. Never financial advice. DYOR"
X Link 2026-02-09T15:01Z 74.2K followers, [---] engagements
"@Nybergarenn same active ingredient. Compounding is all about dosing and most of these GLPs should start out at MUCH lower dosages so people don't shed muscle and look gaunt like we've all seen"
X Link 2026-02-09T15:11Z 74.2K followers, [---] engagements
"Watching service companies negotiate because AI will make it cheaper to do the work. So many companies are so cooked. ðĨðĪ"
X Link 2026-02-09T17:07Z 74.2K followers, [----] engagements
"@StockSavvyShay Excellent guide. $OSCR"
X Link 2026-02-10T13:16Z 74.2K followers, [----] engagements
"RT @danielnewmanUV: $AMZN is one of our best ideas for [--]. Not the best start but we think its AWS growth is just getting started. UBS agr"
X Link 2026-02-10T14:58Z 74.2K followers, [--] engagements
"RT @danielnewmanUV: For my fellow $SOFI bulls. This is a must listen. Love it when @anthonynoto said he would be disappointed if Q1 was the"
X Link 2026-02-10T14:58Z 74.2K followers, [--] engagements
"RT @danielnewmanUV: $MS initiates coverage on $WULF and $CIFR. We havent solved capacity on energy or compute. This shows asymmetric upsid"
X Link 2026-02-10T14:58Z 74.2K followers, [--] engagements
"The capital flow to AI continues with little resistance. This is at or above all speculated post-money valuations at about 42x [----] Revenue. ðŠðŧð Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to"
X Link 2026-02-12T19:52Z 74.3K followers, 12.3K engagements
"$SOFI taking swings at $COIN ðð Everybody wants to trade when the moment hits. ðĪ If youre seeing issues elsewhere today SoFi Crypto is operating normallybuy sell & hold crypto in the SoFi app with bankgrade safeguards and instant money movement. https://t.co/qPEfHQATW1 Everybody wants to trade when the moment hits. ðĪ If youre seeing issues elsewhere today SoFi Crypto is operating normallybuy sell & hold crypto in the SoFi app with bankgrade safeguards and instant money movement. https://t.co/qPEfHQATW1"
X Link 2026-02-12T23:07Z 74.3K followers, [----] engagements
"My [----] Custom AI Chip Market Share Estimate: $AVGO 70% $MRVL 12% $ARM 8% $QCOM 4% MediaTek (TW) 4% Alchip & GUC 2% Based on Futurum $115 Billion [----] Forecast"
X Link 2025-09-15T21:44Z 74.2K followers, 37.3K engagements
"Eurostack Surehere you go. ð ðĨ ð· ðŽ â BREAKING: ðĻ Europe is moving to replace U.S. tech firms with local ones. An EU Parliament resolution urges digital sovereignty cutting reliance on U.S. giants like AWS Azure and Google Cloud and promoting a European Eurostack. https://t.co/DgN58aMwjK BREAKING: ðĻ Europe is moving to replace U.S. tech firms with local ones. An EU Parliament resolution urges digital sovereignty cutting reliance on U.S. giants like AWS Azure and Google Cloud and promoting a European Eurostack. https://t.co/DgN58aMwjK"
X Link 2026-01-26T01:47Z 74.2K followers, 10.3K engagements
"Very excited to start the week off announcing a new strategic partnership between Futurum and EightCo Holdings (Nasdaq: $ORBS) to bring a new critical vector to technology evaluation. AI Trust and Transparency. Al is advancing at an unprecedented pace and enterprises increasingly require reliable objective insight into which Al solutions deliver measurable performance built on secure authenticated and transparent foundations. FOTAP is purpose-built to help enterprises deploy trusted Al solutions with confidence backed by rigorous standards and governance. Together Futurum and EightCo will be"
X Link 2026-01-26T13:36Z 74.2K followers, 27.6K engagements
"Sunday weighted pull ups. 70lbs on the chain. Absolute killer for building the back. Paired with a big pre workout meal EAAs and of course the peptide stack ðŠðŧ Lets go ððŧððŧððŧ"
X Link 2026-02-01T18:04Z 74.2K followers, [----] engagements
"$PLTR hard not to expect another excellent print. ðŠ"
X Link 2026-02-02T20:53Z 74.2K followers, [----] engagements
"Nice dive on $PLTR from Futurum Equities Chief Market Strategist @StockSavvyShay ðŠðŧð Always better to opine after a 61% revenue growth guide. ððŧð $PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev growth in [----] when market was positioned for slowdown into the low-40s U.S. commercial rev up 137% YoY with 115% growth guided next year suggests were still very early https://t.co/QlMzMjBlXw $PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev growth in [----] when market was positioned for slowdown into the low-40s U.S. commercial"
X Link 2026-02-03T00:05Z 74.2K followers, [----] engagements
"Be $GOOGL Monopolize the search market Build a full stack of AI infrastructure that is actually competitive Wisely invest early in SpaceX (7.5%) and Anthropic (10-15%) Have the best AI but miss getting to market first to OpenAI Launch Bard. Total disaster reaction to OpenAI World decides Google will collapse and it has lost to OpenAI Use the richest data in the world to build quality models (besides Bard) Take market share from OpenAI Run market cap in one year from less than [--] Trillion to more than [--] Trillion Make more cash than any business on the planet in [----] Win AI"
X Link 2026-02-03T03:20Z 74.2K followers, 29.2K engagements
"$TSLA will 100% wind up merging with the new SpaceX + xAI tie up. Not if but when. An obvious and brilliant path forward. ðð ðĪ ð SpaceX and xAI combineTesla next In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will focus on Space and Earth together.and Musk will look to combine forces ððŋðâðĨ SpaceX and xAI combineTesla next In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will"
X Link 2026-02-03T14:28Z 74.2K followers, 43.3K engagements
"$NVDA at 25x forward PE while $WMT is at [--] is stupid"
X Link 2026-02-03T17:12Z 74.2K followers, 61K engagements
"Anyone else find it odd that $VKTX hasnt announced its earnings date after announcing it the same time every quarter for [--] years ð Especially after $NVO news today"
X Link 2026-02-03T20:59Z 74.2K followers, 16K engagements
"$AMD does the biz top and bottom and had China sales of the MI308x.ððŧ What does that mean for $NVDA and H200 ðŠðŧðĨð $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://t.co/jo0szuF6Ow $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://t.co/jo0szuF6Ow"
X Link 2026-02-03T21:26Z 74.2K followers, 11.4K engagements
"$AAPL memory concerns should trickle today into $QCOM and $ARM as well. Memory constraints are very real and for companies with high exposure to PC and smartphones it will show up in earnings"
X Link 2026-02-04T16:28Z 74.3K followers, 24.5K engagements
"$GOOGL selling on this print is peak stupidity. Complete indiscriminate selling of assets. Probably to pile into $WMT. LMAO"
X Link 2026-02-04T21:20Z 74.2K followers, 11.7K engagements
"$COHR with a really solid print and a massive CPO (copackaged optics) deal in hand from. my guess. $NVDA"
X Link 2026-02-04T21:21Z 74.2K followers, [----] engagements
"$AMZN should follow suit with strong cloud (20%) and a big capex commit. And for the boomers wanting consumer staples its a pretty good play too. ð"
X Link 2026-02-05T18:23Z 74.2K followers, 25.7K engagements
"$AMZN is monetizing capacity as fast as it comes online ð Market: sell all capex it is evil. ðŽ $AMZN CEO said the vast majority of capex is going into AWS with AI infrastructure driving most of the growth as demand continues to outpace installed capacity. He added that AWS is monetizing AI capacity as fast as it comes online while Trainium is now a multibillion-dollar https://t.co/NOirkmaaFr $AMZN CEO said the vast majority of capex is going into AWS with AI infrastructure driving most of the growth as demand continues to outpace installed capacity. He added that AWS is monetizing AI"
X Link 2026-02-06T01:15Z 74.2K followers, [----] engagements
"Excited to be here in San Antonio for Spurs vs. Mavs with my lil bestie. All Texas Tonight. Lets go Spurs ð ðĨ"
X Link 2026-02-07T23:33Z 74.2K followers, [----] engagements
"We said $AAPL AI would move in [----]. After [--] years of unimpressive AI execution we think [--] is the year that Tim Cooks. $AAPL CEO Tim Cook told employees the company is all in on AI by baking Apple Intelligence into every product & using its 2.5B+ devices as the distribution advantage. A more personalized Siri launches this year with early traction already showing up in features like Visual https://t.co/co9dzJMbpS $AAPL CEO Tim Cook told employees the company is all in on AI by baking Apple Intelligence into every product & using its 2.5B+ devices as the distribution advantage. A more"
X Link 2026-02-08T16:25Z 74.2K followers, [----] engagements
"$MS initiates coverage on $WULF and $CIFR. We havent solved capacity on energy or compute. This shows asymmetric upside.ðĨð TeraWulf (WULF) Overweight PT: $37 Current: $14.3 159% upside Cipher Mining (CIFR) Overweight PT: $38 Current: $14.8 157% upside"
X Link 2026-02-09T14:23Z 74.3K followers, 10.9K engagements
"If you look at GenAI in [----] to today it isnt surprising why so many people thought AI was a gimmick or a parlor trick. But underestimating innovation is always a risk. Weve come so far"
X Link 2026-02-09T20:57Z 74.2K followers, [----] engagements
"$TSM continues its AI driven outperformance and is pouring in more capex. This is as bullish a signal as it comes as TSMC is notoriously cautious. It knows. ðĪð $TSM January revenue jumped 37% YoY to $12.7B running ahead of its 30% full-year growth outlook. It also authorized up to $30B in capital injections and up to $1.9B in new bond issuance to fund expansion. https://t.co/8n51S5CI8M $TSM January revenue jumped 37% YoY to $12.7B running ahead of its 30% full-year growth outlook. It also authorized up to $30B in capital injections and up to $1.9B in new bond issuance to fund expansion."
X Link 2026-02-10T11:25Z 74.2K followers, [----] engagements
"@unusual_whales Per who"
X Link 2026-02-10T13:24Z 74.2K followers, [----] engagements
"RT @StockSavvyShay: MONSTER DAY FOR GROWTH STOCKS $APP +18% $WULF +17% $ALAB +15% $CIFR +15% $RBLX +11% $IREN +11% $CRDO +11"
X Link 2026-02-10T13:36Z 74.2K followers, [--] engagements
"RT @danielnewmanUV: $MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can"
X Link 2026-02-10T14:58Z 74.2K followers, [--] engagements
"This weeks $CIFR and $WULF bounce is such a good example of sturdy trends versus market tantrums. The demand of energy and compute didnt go away last week but algorithmic selling didnt care. $700 Billion in capex is incredibly bullish from AI GPU REITS. ðŠðŧð"
X Link 2026-02-10T15:55Z 74.2K followers, [----] engagements
"@mikealfred $CIFR ð"
X Link 2026-02-10T16:40Z 74.2K followers, [----] engagements
"RT @SchwabNetwork: .@DanielNewmanUV CEO of @TheFuturumGroup talks about his firm's "AI [--] picks" including Palantir (PLTR) Nebius (NBIS"
X Link 2026-02-11T22:32Z 74.2K followers, [--] engagements
"$AMZN is one of our best ideas for [--]. Not the best start but we think its AWS growth is just getting started. UBS agrees"
X Link 2026-02-08T19:28Z 74.3K followers, 34.8K engagements
"$AMAT sees a trillion in semis as possible for [----]. ðððŧ When I said semis could hit a trillion in 26/27 many said I was crazy. Looks like it was more prescient than crazy. ðŪðĻ"
X Link 2026-02-12T23:54Z 74.3K followers, [----] engagements
"$INTC and SoftBank looking to cash in on memory gold rush. Shortage isnt going to be short lived. ð"
X Link 2026-02-03T02:13Z 74.3K followers, [----] engagements
"@LouBasenese My call. Buy $VKTX"
X Link 2026-02-04T03:11Z 74.3K followers, [----] engagements
"$CIFR ð https://t.co/1otyHKfw5M https://t.co/1otyHKfw5M"
X Link 2026-02-05T14:39Z 74.3K followers, 13K engagements
"$BTC is the tell. ð Everything is a cascade from there"
X Link 2026-02-05T23:20Z 74.3K followers, [----] engagements
"Who else is settling in to eat 2500+ cals while watching two teams you give no shits about in the hopes of seeing a single funny commercial and/or a wardrobe malfunction during the halftime show Just me Cool. ððŪðĻ"
X Link 2026-02-08T23:16Z 74.3K followers, [----] engagements
"@mikealfred $CIFR ðŠðŧððŧð"
X Link 2026-02-09T23:18Z 74.3K followers, [----] engagements
"$GOOGL is defending its long term moat. Right move from a company that has done all the right things. ððŧð $GOOGL is issuing about $15B of debt with maturities stretching all the way to [----]. They are funding the AI buildout with cheap capital at a time when AI infrastructure spend is ramping. https://t.co/9T7ottFmBM $GOOGL is issuing about $15B of debt with maturities stretching all the way to [----]. They are funding the AI buildout with cheap capital at a time when AI infrastructure spend is ramping. https://t.co/9T7ottFmBM"
X Link 2026-02-10T16:54Z 74.3K followers, [----] engagements
"$GOOGL $NVDA $MSFT all playing the long game investing big in AI to protect their moats. AI is here to stay. Investors will have to play the long game too. Hold onto your pants"
X Link 2026-02-05T16:53Z 74.3K followers, 22.6K engagements
"$NVDA overdue move but largely just returning to the mean. Such a massive beneficiary or the $600+ Billion in capex commit. ðŠðŧ $NVDA has added over $300B in market cap today. That move comes as $AMZN $GOOGL $META & $MSFT commit to over $620B in CapEx this year. https://t.co/uvnLYkV9nO $NVDA has added over $300B in market cap today. That move comes as $AMZN $GOOGL $META & $MSFT commit to over $620B in CapEx this year. https://t.co/uvnLYkV9nO"
X Link 2026-02-06T16:32Z 74.3K followers, [----] engagements
"Ugly. SaaS rerating is real. Not all will survive. Butsome will wind up doing better. ð The Great Software Meltdown https://t.co/dYzFUOcpHr The Great Software Meltdown https://t.co/dYzFUOcpHr"
X Link 2026-01-30T14:29Z 74.3K followers, [----] engagements
"Matt Garman from $AMZN said the demand for GPUs is so strong that it has never retired a single A100 GPU and demand for older GPUs remains extremely high"
X Link 2026-02-03T21:31Z 74.3K followers, 60.1K engagements
"$AMD did very well. Markets will market. But the quarter was well executed and the future remains bright. ððŧð"
X Link 2026-02-04T03:12Z 74.3K followers, 14.7K engagements
"Looking forward to jumping on CNBC in [--] to talk $GOOGL and the AI implosion. Join me"
X Link 2026-02-04T18:02Z 74.3K followers, [----] engagements
"$GOOGL is an absolute machine. Q4 EARNINGS Revenue $113.8B vs Est. $111.5B EPS $2.82 vs. Est. $2.64 Google Cloud Revenue $17.7B vs Est. $16.2B FY26 Capex Guidance $180B vs Est. $120B $GOOGL selloffs be damned. Google cant be thrown out with the bath water. ððŧðŠðŧ https://t.co/GSjS5tYUfX $GOOGL selloffs be damned. Google cant be thrown out with the bath water. ððŧðŠðŧ https://t.co/GSjS5tYUfX"
X Link 2026-02-04T21:14Z 74.3K followers, [----] engagements
"$GOOGL raises capex target by $60 Billion because it knows compute is the moat. I would sell lower capex because it will be the death of the Mag [--]. Smart people will understand this. ðŽðŪðĻ"
X Link 2026-02-04T23:24Z 74.3K followers, 13.8K engagements
"$MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage. $MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start production this month. Micron does not ramp HBM4 until mid [----] which brings fresh worries about losing early share in the highest margin part of memory. https://t.co/zeEKVXnRqF $MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start"
X Link 2026-02-09T14:02Z 74.3K followers, 36.3K engagements
"In the chair for the next hour as guest host with Varney & Co. Join me"
X Link 2026-02-11T14:59Z 74.3K followers, [----] engagements
"My favorite #CES2023 device in the I would actually use that category. Well done @Lenovo"
X Link 2023-01-05T21:29Z 74.3K followers, 926.1K engagements
"Semiconductors are exempt. ððŧ So people can stop selling $NVDA $TSM etc. ðĪ"
X Link 2025-04-02T22:10Z 74.3K followers, 273.5K engagements
"DATA CENTERS ESTIMATED TO UTILIZE 12% OF U.S. POWER BY [----] [--] 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 2025-10-11T12:32Z 74.3K followers, 70.1K engagements
"Another absolute banger week of tech and growth earnings ahead Ill be watching Monday: $CIFR $PLTR $HIMS Tuesday: $AMD $ANET $SMCI $ALAB Weds: $HOOD $IONQ $QCOM $ARM $FIG Thursday: $DDOG $IREN $TTD What. A. Week. Ahead. ðŠðŧð"
X Link 2025-11-02T14:20Z 74.3K followers, 49.3K engagements
"Almost every part of the AI supply chain is constrained. Energy being the most constrained. This is why names like $IREN and $CIFR have become front and center. ðŠðŧ"
X Link 2025-11-12T12:49Z 74.3K followers, 110.5K engagements
"$GOOGL $ARM $QCOM $COHR coming up in [--]. What could go wrong on a glorious day like today"
X Link 2026-02-04T20:41Z 74.3K followers, [----] engagements
"$AMZN is one of the biggest potential beneficiaries of AI within its business. Not just AWS but every part of it stands to benefit from AI. ððŧð "Amazon is probably one of the largest potential beneficiaries of AI within their own business and not just their cloud business" Futurum CEO @danielnewmanUV says. https://t.co/UPtK9Ojjwt "Amazon is probably one of the largest potential beneficiaries of AI within their own business and not just their cloud business" Futurum CEO @danielnewmanUV says. https://t.co/UPtK9Ojjwt"
X Link 2026-02-05T21:27Z 74.3K followers, [----] engagements
"For my fellow $SOFI bulls. This is a must listen. Love it when @anthonynoto said he would be disappointed if Q1 was the highest growth quarter of the year. Great interview gents. [--] years in the making. The $SOFI interview is here. We sat down with CEO @anthonynoto to ask the questions retail investors have been asking for. We didn't hold back: Capital Raises & SoFi's Valuation "Sandbagging" Guidance The Future of Loans (Home & Personal) https://t.co/EgKoQheiuh [--] years in the making. The $SOFI interview is here. We sat down with CEO @anthonynoto to ask the questions retail investors have been"
X Link 2026-02-09T16:38Z 74.3K followers, [----] engagements
"Its go time. Great to be in studio with Charles talking all things tech. Rapid fire. ð "Making Money With Charles Payne" feeling like a coiled spring but what about software What to buy now. Has economic Renaissance begun @AAmoroso_1 @CameronDawson @danielnewmanUV @Paul_Schatz @DylanLeClair @steelwire "Making Money With Charles Payne" feeling like a coiled spring but what about software What to buy now. Has economic Renaissance begun @AAmoroso_1 @CameronDawson @danielnewmanUV @Paul_Schatz @DylanLeClair @steelwire"
X Link 2026-02-10T19:28Z 74.3K followers, 17.8K engagements
"A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more"
X Link 2026-02-10T20:05Z 74.3K followers, 71.6K engagements
"$LSCC is back and its data center business led to a beat across metrics. The FPGA is essential to so many DC workloads and Lattice is capitalizing. Very good results guide and turn after a rough couple of years"
X Link 2026-02-11T00:45Z 74.3K followers, [----] engagements
"AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution"
X Link 2026-02-11T17:17Z 74.3K followers, 109.7K engagements
"Lunch with the best dressed guy on Wall Street"
X Link 2026-02-11T18:21Z 74.3K followers, 12.5K engagements
"And yet AI bubble bears say AI has no use case or ROI Real problem is it may be too good. ð Spotify says its best developers havent written a line of code since December thanks to AI https://t.co/6hafAJOeJv Spotify says its best developers havent written a line of code since December thanks to AI https://t.co/6hafAJOeJv"
X Link 2026-02-12T23:37Z 74.3K followers, [----] engagements
"$NVO seeing big demand for its GLP Pill. Makes the $VKTX story even better given its efficacy. Can't imagine the buyout offers aren't mounting here"
X Link 2026-02-13T16:04Z 74.3K followers, [----] engagements
"$ARM beat and raised with 100% growth in Datacenter this quarter. Definitely warrants a 10% sell off. ðĪŠ"
X Link 2026-02-04T21:18Z 74.3K followers, [----] engagements
"$AMAT flying because semi cap demand is insatiable. AI demand requires more fabs more capacity more equipment and Applied Materials is front and center. Send it. $AMAT ROOF IT https://t.co/UDlch64VlE $AMAT ROOF IT https://t.co/UDlch64VlE"
X Link 2026-02-12T21:22Z 74.3K followers, [----] engagements
"$META isnt only building AI but it is using it to drive more than $60 Billion in annual revenue and growing. Exemplary AI ROI ððŧð"
X Link 2026-02-13T20:25Z 74.3K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing