[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @danielnewmanUV Daniel Newman Daniel Newman, a tech industry expert, is currently participating in the Six Five Summit, a major tech conference. The summit features top thinkers in the tech industry, including Michael Dell and Rene Haas, and is focused on topics such as AI, hybrid cloud, and semiconductor technology. Newman's tweets highlight the growing importance of AI and semiconductor companies, including Cisco, AMD, and IBM. ### Engagements: XXXXXX [#](/creator/twitter::228918333/interactions)  - X Week XXXXXXX +63% - X Month XXXXXXXXX +116% - X Months XXXXXXXXX +116% - X Year XXXXXXXXX +256% ### Mentions: XX [#](/creator/twitter::228918333/posts_active)  - X Week XX -XXXX% - X Month XXX +102% - X Months XXX -XX% - X Year XXXXX +92% ### Followers: XXXXXX [#](/creator/twitter::228918333/followers)  - X Week XXXXXX +1.20% - X Month XXXXXX +4.10% - X Months XXXXXX +8.50% - X Year XXXXXX +10% ### CreatorRank: XXXXXXX [#](/creator/twitter::228918333/influencer_rank)  ### Social Influence [#](/creator/twitter::228918333/influence) --- **Social category influence** [stocks](/list/stocks) #3266 [technology brands](/list/technology-brands) XXXXX% [automotive brands](/list/automotive-brands) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) #7599 [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [$nvda](/topic/$nvda) #50, [nvda](/topic/nvda) #9, [$avgo](/topic/$avgo) #2, [$amd](/topic/$amd) 9.41%, [$googl](/topic/$googl) #925, [avgo](/topic/avgo) #2, [pltr](/topic/pltr) #154, [$pltr](/topic/$pltr) #157, [$tsm](/topic/$tsm) #30, [googl](/topic/googl) #39 **Top accounts mentioned or mentioned by** [@thesixfivemedia](/creator/undefined) [@futurumequities](/creator/undefined) [@patrickmoorhead](/creator/undefined) [@ftr_investors](/creator/undefined) [@thefuturumgroup](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@nichola30641241](/creator/undefined) [@kalsudh](/creator/undefined) [@stuartfloridian](/creator/undefined) [@sixfivepodcast](/creator/undefined) [@nvidia](/creator/undefined) [@investingpersp1](/creator/undefined) [@yahoofinance](/creator/undefined) [@akinatorassets](/creator/undefined) [@alexkoh](/creator/undefined) [@ansys](/creator/undefined) [@jonahlupton](/creator/undefined) [@awnihamad](/creator/undefined) [@blue_chip1](/creator/undefined) [@itsamekaaay](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir (PLTR)](/topic/$pltr) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Microsoft Corp. (MSFT)](/topic/$msft) [RAI Finance (SOFI)](/topic/$sofi) [Tesla, Inc. (TSLA)](/topic/$tsla) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Bitcoin (BTC)](/topic/$btc) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Oracle Corporation (ORCL)](/topic/$orcl) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Mario Coin (COIN)](/topic/$coin) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Intel Corporation (INTC)](/topic/$intc) [Oklo Inc. (OKLO)](/topic/$oklo) [Ethereum (ETH)](/topic/$eth) [Solana (SOL)](/topic/$sol) [SAP SE (SAP)](/topic/$sap) [IBM (IBM)](/topic/$ibm) [Micron Technology, Inc. (MU)](/topic/$mu) [Cream (CRM)](/topic/$crm) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cisco Systems Inc (CSCO)](/topic/$csco) [Applovin Corporation (APP)](/topic/$app) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IonQ, Inc. (IONQ)](/topic/$ionq) [XRP (XRP)](/topic/$xrp) [Cardano (ADA)](/topic/$ada) [Render (RENDER)](/topic/$render) [Stellar (XLM)](/topic/$xlm) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Texas Instruments (TXN)](/topic/$txn) [Now Coin (NOW)](/topic/$now) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Vertiv Holdings Co (VRT)](/topic/$vrt) ### Top Social Posts [#](/creator/twitter::228918333/posts) --- Top posts by engagements in the last XX hours "$PLTR $APP $COIN and $HOOD are the new PARC. But. If the market turns you do realize this could easily become CRAP. π"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1944889228300583182) 2025-07-14 22:38:20 UTC 57.2K followers, 4375 engagements "$NVDA started the domino of AI upside as the China market has re-opened for business. Here is our @FuturumEquities quick read on the impact and winnersππ» NVIDIA : China was offline. Now its back -- & H20 sales alone could add $5B per quarter. $AMD: Chinas inference stack needs alternatives -- AMDs open platform is ready to scale. $TSM: Every H20 is built at TSMC -- CoWoS packaging ramps as orders flood back in. $ASML: More chips means more EUV -- especially high-NA tools for next-gen inference nodes. $MU: Inference is memory-hungry -- Chinas return drives demand for Microns HBM & GDDR6X."  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945120959314141508) 2025-07-15 13:59:09 UTC 57.2K followers, 33.5K engagements "$NVDA anyone looks smart saying NVIDIA now but calling it at $XX when the market was crashing Near the absolute bottom in 2022 at a split adjusted price of about $XX per share and $MSFT at $XXX I told @SquawkCNBC the secular move would be AI and these are the names that would benefit investorsππ»"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1943640865806914030) 2025-07-11 11:57:48 UTC 57.3K followers, 29.5K engagements "New @SixFivePodcast w/ @PatrickMoorhead Ep XX talking @Qualcomm makes bid to acquire @Veoneer Plus L4 truck demo @MarvellTech acquires @InnoviumInc @Google Tensor chips @NVIDIA Base Command @Intel IDM XXX. $GOOG $NVDA $QCOM $HCIC $INTC $MRVL $VNE"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1423665508033966085) 2021-08-06 15:21:22 UTC 57.2K followers, XX engagements "$TSM Monster Q2 powered by AI demand. The company beat essentially every metric. Its moat and pricing power continue to be reaffirmed and this performance is an excellent leading indicator of the coming earnings cycle where names like $NVDA $AMD and $AVGO should do incredibly well. We do see the AI / Non-AI as a have and have not metric as TSMC performance is skewed to AI chips and less so to non related technologies which continue to be flat or down. Futurum Equities AI Fifteen number X for a reason. π₯ππ»"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945790790556663909) 2025-07-17 10:20:50 UTC 57.2K followers, 9768 engagements "After Liberation Day as the panicans ran for coverπ± I pounded the table and went on an April buying spree ofππ» $HOOD +189% $HIMS +98% $SOFI +121% Feeling pretty good about that decision. π€ What did you buy"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1943624112536232177) 2025-07-11 10:51:13 UTC 57.2K followers, 3070 engagements "$GOOGL More confirmation data that OpenAIs early lead does not guarantee its succeed nor does it confirm Googles demise. Google is the better bet here. Mark it"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947024144161550405) 2025-07-20 20:01:44 UTC 57.3K followers, 3867 engagements "$GOOGL is the most undervalued Mag X name heading into earnings"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947371163526570418) 2025-07-21 19:00:40 UTC 57.3K followers, 38.2K engagements "$SOFI - if this runs to ATH it can absolutely do a $HOOD or $PLTR Catalyst to get there could be a big earnings beat and raise. Over $XX and we hit price discovery. And that could mean lift off π₯π"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945946523369369830) 2025-07-17 20:39:39 UTC 57.2K followers, 3240 engagements "Crypto I have been buying every week for over X years: Bitcoin - $BTC Solana - $SOL Ethereum - $ETH Render - $RENDER Others I hold positions in Cardano - $ADA Stellar Lumen - $XLM XRP - $XRP What are the others high utility tokens that are worth exploring"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946026169729491140) 2025-07-18 01:56:08 UTC 57.3K followers, 4392 engagements "$HIMS Fundamentals suggest HIMS has plenty of room to run from here. π So much more than a GLP compounder it is about personalized frictionless tech-powered health and wellness. Lets go"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946909817458586068) 2025-07-20 12:27:26 UTC 57.3K followers, 7885 engagements "@The_AI_Investor That is X :) all will do well"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946146693436629258) 2025-07-18 09:55:04 UTC 57.1K followers, XXX engagements "$PANW acquiring $S makes sense. Palo is a very acquisitive company and cyber is so fragmented. I put the rumors legitimacy at greater than 50%"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947376759462396285) 2025-07-21 19:22:54 UTC 57.3K followers, 3378 engagements "The next tech earnings wave is back and I am NYC bound for a blitz of meetings and TV appearances. Locked in on tech and this week will be watching $TSLA $GOOGL $NXPI $IBM $SAP $NOW $INTC $TXN Expecting AI narrative to accelerate with more proof points of economic impact to accompany a strong quarter for tech. π"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947025790568194087) 2025-07-20 20:08:17 UTC 57.3K followers, 3444 engagements "$OSCR added XX% to my position today. Grateful for the pull back to accumulate more"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945927236114087987) 2025-07-17 19:23:01 UTC 57.3K followers, 161.2K engagements "$MSFT and OpenAI feud is larger than most realize. π₯"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945961487983358212) 2025-07-17 21:39:07 UTC 57.2K followers, 4439 engagements "The XX biggest beneficiaries of the Big Beautiful Bill. X. $NVDA NVIDIA X. $TSM Taiwan Semi X. $PLTR Palantir X. $AVGO Broadcom X. $RKLB Rocket Lab X. $ASTS AST SpaceMobile X. $EOSE Eos Energy X. $MU Micron X. $VRT Vertiv XX. $OKLO Oklo New Signal from our @FuturumEquities teamππ»π₯"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1943037141199786237) 2025-07-09 19:58:49 UTC 57.3K followers, 19.1K engagements "It is XXX% ok to own $NVDA $AMD and $AVGO. These three companies will makeup the lions share of a TRILLION+ TAM for AI chips by 2030. Zero Sum is DUMB. ππ»π₯"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946023091320029593) 2025-07-18 01:43:54 UTC 57.3K followers, 18.1K engagements "Great to join @YahooFinance to chat with @thebradsmith on the Futurum AI Fifteen featuring top non-Mag X AI plays. Our top 3: $TSM - TSMC $AVGO - Broadcom $PLTR - Palantir Also covered off on other names on the list including $ORCL - Oracle $CRM - Salesforce Check out the segment and more on the AI XX at @FuturumEquities"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1935346004619911189) 2025-06-18 14:36:59 UTC 57.3K followers, 107.8K engagements "$NVDA is running away from the pack. Why It is simple. One has market clarity growth TAM expansion and near flawless execution in one of the most important technological inflections in history. $TSLA and $AAPL have a lot more question marks. Work to do"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946016424960430519) 2025-07-18 01:17:25 UTC 57.3K followers, 8207 engagements "$SOFI - Expanding upon this post to explain in simple terms. ππ» Banks like $MS continue to poorly rate their obvious disruptors. If done in other industries Intel is downgrading $NVDA claiming no one will use AI. π€£ GM is downgrading $TSLA suggesting EVs arent a thing and no one wants full self-driving. π Got it ππ»πͺπ»π₯"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1943353837580149007) 2025-07-10 16:57:15 UTC 57.2K followers, 5168 engagements "$NVDA doesnt have to slip for $AMD to succeed. $AVGO doesnt have to lose a single customer for $MRVL to 10x its custom AI business. $GOOGL can successfully transition to the AI powered search era even if OpenAI continues to see significant growth. $HOOD and $SOFI are both investable and have very different customer appeal. $HIMS doesnt need $NVO to succeed in delivering customized tech powered healthcare experiences. Zero sum may be good for headlines but such thinking is such a limiter for investors. So often high growth industries and secular trends support 2+ winners. πͺπ»"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1939012013293703489) 2025-06-28 17:24:23 UTC 57.3K followers, 33.4K engagements "@AkinatorAssets Its not over its skis like some names"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946913367592980692) 2025-07-20 12:41:33 UTC 57.3K followers, XXX engagements "$NVDA $AVGO and $AMD investors should love Sam Altmans comments about scaling from a million to XXX million GPUs. $MU is another beneficiary. Not all are direct beneficiaries but the FOMO of the entire AI sector chasing super intelligence is wildly bullish. π"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947326840793698402) 2025-07-21 16:04:33 UTC 57.3K followers, 41.2K engagements "Here we go Futurum Equities Pod EP. X RETAIL MANIA -- $HOOD $PLTR $RKLB $ASTS $SOFI $OSCR $TSLA $TSM $ASML"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946248740236349691) 2025-07-18 16:40:33 UTC 57.3K followers, 24.3K engagements "$NVDA - it is a fact that very few analysts could see through the China export ban. Investors and analysts all looked at the near term right down of H20 and the potential loss of revenue to the market and a short-term cell off sued which created a great opportunity for investors. Some of us made the call and knew that the export controls were always part of the bargaining chips that the Trump administration had to get to a trade deal that was going to improve the reciprocal relationship and help with access to critical resources like rare earths that the United States need from China. It was"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945509802211254661) 2025-07-16 15:44:17 UTC 57.3K followers, 19K engagements "@jonfortt @Synopsys @ANSYS Sassine did a great job of pushing that deal over the line"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945849716907905337) 2025-07-17 14:14:59 UTC 57.2K followers, XXX engagements "$NVDA over XX years has returned 70x more than $GOOGL π³"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946680684728254849) 2025-07-19 21:16:57 UTC 57.3K followers, 3485 engagements "TOP XX DATA INTELIGENCE LEADERS IN 2024 (Futurum) X. $ORCL -- Multi-cloud lock-in + mission-critical dominance X. $SAP -- ERP data turned AI engine via BTP & Databricks X. $AMZN -- AWS remains the backend for AI-native scale X. $MSFT -- Azure + Fabric = end-to-end data control X. $GOOGL -- BigQuery + Vertex AI powering enterprise AI infra Next X X. $IBM X. $DELL X. $CRM X. $CSCO XX. @SASsoftware"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1944021332494258669) 2025-07-12 13:09:38 UTC 57.1K followers, 7150 engagements "$META is betting billions that the right talent will expand its Market Cap by trillions. Meanwhile $AAPL is betting that its moat is so deep that a complacent laggard strategy wont disrupt its business model. Long Meta Short Apple π§π"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1944802864557076771) 2025-07-14 16:55:10 UTC 57.2K followers, 30.1K engagements "$OSCR Breaking down the investment thesis and why we said it is undervalued in this weeks Futurum Equities Pod. Details and pod infoππ»"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946983437685928276) 2025-07-20 17:19:59 UTC 57.3K followers, 18.4K engagements "$META - Superintelligence is the worlds arms race. It is creating the most explosive capex growth driving names like: $NVDA $AMD $AVGO $TSM $DELL $CSCO $ARM $GOOGL $MSFT $ORCL $AMZN OpenAI xAI Anthropic To build and deploy AI infrastructure at incredible speed and scale"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945823377668587931) 2025-07-17 12:30:19 UTC 57.3K followers, 4580 engagements "$META is planning to build several multi-GW clusters. $NVDA $AMD and $AVGO surely significant beneficiaries. The Capex commits continue to come fast and furious. AI Bubble bears will continue to be wrong on this trend. The race to super intelligence will fuel a staggering multi-year infrastructure investment. The enterprise number is barely baked into expectations at this point"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1944817826037993758) 2025-07-14 17:54:37 UTC 57.2K followers, 4426 engagements "$SNPS completes Ansys deal. Massive for IP Design and Engineering. Love this tie up for the physical AI era and expect this to jettison the company beyond its competition like $CDNS. See path for this to enter Futurum Equities AI Fifteen list in the near future"  [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945838102368444582) 2025-07-17 13:28:50 UTC 57.2K followers, 4386 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Daniel Newman, a tech industry expert, is currently participating in the Six Five Summit, a major tech conference. The summit features top thinkers in the tech industry, including Michael Dell and Rene Haas, and is focused on topics such as AI, hybrid cloud, and semiconductor technology. Newman's tweets highlight the growing importance of AI and semiconductor companies, including Cisco, AMD, and IBM.
Social category influence stocks #3266 technology brands XXXXX% automotive brands XXXX% finance XXXX% cryptocurrencies #7599 countries XXXX% exchanges XXXX%
Social topic influence $nvda #50, nvda #9, $avgo #2, $amd 9.41%, $googl #925, avgo #2, pltr #154, $pltr #157, $tsm #30, googl #39
Top accounts mentioned or mentioned by @thesixfivemedia @futurumequities @patrickmoorhead @ftr_investors @thefuturumgroup @stocksavvyshay @nichola30641241 @kalsudh @stuartfloridian @sixfivepodcast @nvidia @investingpersp1 @yahoofinance @akinatorassets @alexkoh @ansys @jonahlupton @awnihamad @blue_chip1 @itsamekaaay
Top assets mentioned NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Palantir (PLTR) Taiwan Semiconductor (TSM) Robinhood Markets, Inc. (HOOD) Microsoft Corp. (MSFT) RAI Finance (SOFI) Tesla, Inc. (TSLA) Rocket Lab USA, Inc. Common Stock (RKLB) Hims & Hers Health, Inc. (HIMS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bitcoin (BTC) Oscar Health, Inc. (OSCR) Oracle Corporation (ORCL) Apple, Inc. (AAPL) Metadium (META) Mario Coin (COIN) Marvell Technology Inc (MRVL) Intel Corporation (INTC) Oklo Inc. (OKLO) Ethereum (ETH) Solana (SOL) SAP SE (SAP) IBM (IBM) Micron Technology, Inc. (MU) Cream (CRM) Dell Technologies, Inc. (DELL) Amazon.com, Inc. (AMZN) Cisco Systems Inc (CSCO) Applovin Corporation (APP) Coinbase Global, Inc. (COIN) QUALCOMM, Inc. (QCOM) Enovix Corporation Common Stock (ENVX) Nebius Group N.V. Class A Ordinary Shares (NBIS) IonQ, Inc. (IONQ) XRP (XRP) Cardano (ADA) Render (RENDER) Stellar (XLM) Palo Alto Networks Inc (PANW) Texas Instruments (TXN) Now Coin (NOW) NXP Semiconductors NV (NXPI) Eos Energy Enterprises, Inc. (EOSE) Vertiv Holdings Co (VRT)
Top posts by engagements in the last XX hours
"$PLTR $APP $COIN and $HOOD are the new PARC. But. If the market turns you do realize this could easily become CRAP. π" @danielnewmanUV on X 2025-07-14 22:38:20 UTC 57.2K followers, 4375 engagements
"$NVDA started the domino of AI upside as the China market has re-opened for business. Here is our @FuturumEquities quick read on the impact and winnersππ» NVIDIA : China was offline. Now its back -- & H20 sales alone could add $5B per quarter. $AMD: Chinas inference stack needs alternatives -- AMDs open platform is ready to scale. $TSM: Every H20 is built at TSMC -- CoWoS packaging ramps as orders flood back in. $ASML: More chips means more EUV -- especially high-NA tools for next-gen inference nodes. $MU: Inference is memory-hungry -- Chinas return drives demand for Microns HBM & GDDR6X." @danielnewmanUV on X 2025-07-15 13:59:09 UTC 57.2K followers, 33.5K engagements
"$NVDA anyone looks smart saying NVIDIA now but calling it at $XX when the market was crashing Near the absolute bottom in 2022 at a split adjusted price of about $XX per share and $MSFT at $XXX I told @SquawkCNBC the secular move would be AI and these are the names that would benefit investorsππ»" @danielnewmanUV on X 2025-07-11 11:57:48 UTC 57.3K followers, 29.5K engagements
"New @SixFivePodcast w/ @PatrickMoorhead Ep XX talking @Qualcomm makes bid to acquire @Veoneer Plus L4 truck demo @MarvellTech acquires @InnoviumInc @Google Tensor chips @NVIDIA Base Command @Intel IDM XXX. $GOOG $NVDA $QCOM $HCIC $INTC $MRVL $VNE" @danielnewmanUV on X 2021-08-06 15:21:22 UTC 57.2K followers, XX engagements
"$TSM Monster Q2 powered by AI demand. The company beat essentially every metric. Its moat and pricing power continue to be reaffirmed and this performance is an excellent leading indicator of the coming earnings cycle where names like $NVDA $AMD and $AVGO should do incredibly well. We do see the AI / Non-AI as a have and have not metric as TSMC performance is skewed to AI chips and less so to non related technologies which continue to be flat or down. Futurum Equities AI Fifteen number X for a reason. π₯ππ»" @danielnewmanUV on X 2025-07-17 10:20:50 UTC 57.2K followers, 9768 engagements
"After Liberation Day as the panicans ran for coverπ± I pounded the table and went on an April buying spree ofππ» $HOOD +189% $HIMS +98% $SOFI +121% Feeling pretty good about that decision. π€ What did you buy" @danielnewmanUV on X 2025-07-11 10:51:13 UTC 57.2K followers, 3070 engagements
"$GOOGL More confirmation data that OpenAIs early lead does not guarantee its succeed nor does it confirm Googles demise. Google is the better bet here. Mark it" @danielnewmanUV on X 2025-07-20 20:01:44 UTC 57.3K followers, 3867 engagements
"$GOOGL is the most undervalued Mag X name heading into earnings" @danielnewmanUV on X 2025-07-21 19:00:40 UTC 57.3K followers, 38.2K engagements
"$SOFI - if this runs to ATH it can absolutely do a $HOOD or $PLTR Catalyst to get there could be a big earnings beat and raise. Over $XX and we hit price discovery. And that could mean lift off π₯π" @danielnewmanUV on X 2025-07-17 20:39:39 UTC 57.2K followers, 3240 engagements
"Crypto I have been buying every week for over X years: Bitcoin - $BTC Solana - $SOL Ethereum - $ETH Render - $RENDER Others I hold positions in Cardano - $ADA Stellar Lumen - $XLM XRP - $XRP What are the others high utility tokens that are worth exploring" @danielnewmanUV on X 2025-07-18 01:56:08 UTC 57.3K followers, 4392 engagements
"$HIMS Fundamentals suggest HIMS has plenty of room to run from here. π So much more than a GLP compounder it is about personalized frictionless tech-powered health and wellness. Lets go" @danielnewmanUV on X 2025-07-20 12:27:26 UTC 57.3K followers, 7885 engagements
"@The_AI_Investor That is X :) all will do well" @danielnewmanUV on X 2025-07-18 09:55:04 UTC 57.1K followers, XXX engagements
"$PANW acquiring $S makes sense. Palo is a very acquisitive company and cyber is so fragmented. I put the rumors legitimacy at greater than 50%" @danielnewmanUV on X 2025-07-21 19:22:54 UTC 57.3K followers, 3378 engagements
"The next tech earnings wave is back and I am NYC bound for a blitz of meetings and TV appearances. Locked in on tech and this week will be watching $TSLA $GOOGL $NXPI $IBM $SAP $NOW $INTC $TXN Expecting AI narrative to accelerate with more proof points of economic impact to accompany a strong quarter for tech. π" @danielnewmanUV on X 2025-07-20 20:08:17 UTC 57.3K followers, 3444 engagements
"$OSCR added XX% to my position today. Grateful for the pull back to accumulate more" @danielnewmanUV on X 2025-07-17 19:23:01 UTC 57.3K followers, 161.2K engagements
"$MSFT and OpenAI feud is larger than most realize. π₯" @danielnewmanUV on X 2025-07-17 21:39:07 UTC 57.2K followers, 4439 engagements
"The XX biggest beneficiaries of the Big Beautiful Bill. X. $NVDA NVIDIA X. $TSM Taiwan Semi X. $PLTR Palantir X. $AVGO Broadcom X. $RKLB Rocket Lab X. $ASTS AST SpaceMobile X. $EOSE Eos Energy X. $MU Micron X. $VRT Vertiv XX. $OKLO Oklo New Signal from our @FuturumEquities teamππ»π₯" @danielnewmanUV on X 2025-07-09 19:58:49 UTC 57.3K followers, 19.1K engagements
"It is XXX% ok to own $NVDA $AMD and $AVGO. These three companies will makeup the lions share of a TRILLION+ TAM for AI chips by 2030. Zero Sum is DUMB. ππ»π₯" @danielnewmanUV on X 2025-07-18 01:43:54 UTC 57.3K followers, 18.1K engagements
"Great to join @YahooFinance to chat with @thebradsmith on the Futurum AI Fifteen featuring top non-Mag X AI plays. Our top 3: $TSM - TSMC $AVGO - Broadcom $PLTR - Palantir Also covered off on other names on the list including $ORCL - Oracle $CRM - Salesforce Check out the segment and more on the AI XX at @FuturumEquities" @danielnewmanUV on X 2025-06-18 14:36:59 UTC 57.3K followers, 107.8K engagements
"$NVDA is running away from the pack. Why It is simple. One has market clarity growth TAM expansion and near flawless execution in one of the most important technological inflections in history. $TSLA and $AAPL have a lot more question marks. Work to do" @danielnewmanUV on X 2025-07-18 01:17:25 UTC 57.3K followers, 8207 engagements
"$SOFI - Expanding upon this post to explain in simple terms. ππ» Banks like $MS continue to poorly rate their obvious disruptors. If done in other industries Intel is downgrading $NVDA claiming no one will use AI. π€£ GM is downgrading $TSLA suggesting EVs arent a thing and no one wants full self-driving. π Got it ππ»πͺπ»π₯" @danielnewmanUV on X 2025-07-10 16:57:15 UTC 57.2K followers, 5168 engagements
"$NVDA doesnt have to slip for $AMD to succeed. $AVGO doesnt have to lose a single customer for $MRVL to 10x its custom AI business. $GOOGL can successfully transition to the AI powered search era even if OpenAI continues to see significant growth. $HOOD and $SOFI are both investable and have very different customer appeal. $HIMS doesnt need $NVO to succeed in delivering customized tech powered healthcare experiences. Zero sum may be good for headlines but such thinking is such a limiter for investors. So often high growth industries and secular trends support 2+ winners. πͺπ»" @danielnewmanUV on X 2025-06-28 17:24:23 UTC 57.3K followers, 33.4K engagements
"@AkinatorAssets Its not over its skis like some names" @danielnewmanUV on X 2025-07-20 12:41:33 UTC 57.3K followers, XXX engagements
"$NVDA $AVGO and $AMD investors should love Sam Altmans comments about scaling from a million to XXX million GPUs. $MU is another beneficiary. Not all are direct beneficiaries but the FOMO of the entire AI sector chasing super intelligence is wildly bullish. π" @danielnewmanUV on X 2025-07-21 16:04:33 UTC 57.3K followers, 41.2K engagements
"Here we go Futurum Equities Pod EP. X RETAIL MANIA -- $HOOD $PLTR $RKLB $ASTS $SOFI $OSCR $TSLA $TSM $ASML" @danielnewmanUV on X 2025-07-18 16:40:33 UTC 57.3K followers, 24.3K engagements
"$NVDA - it is a fact that very few analysts could see through the China export ban. Investors and analysts all looked at the near term right down of H20 and the potential loss of revenue to the market and a short-term cell off sued which created a great opportunity for investors. Some of us made the call and knew that the export controls were always part of the bargaining chips that the Trump administration had to get to a trade deal that was going to improve the reciprocal relationship and help with access to critical resources like rare earths that the United States need from China. It was" @danielnewmanUV on X 2025-07-16 15:44:17 UTC 57.3K followers, 19K engagements
"@jonfortt @Synopsys @ANSYS Sassine did a great job of pushing that deal over the line" @danielnewmanUV on X 2025-07-17 14:14:59 UTC 57.2K followers, XXX engagements
"$NVDA over XX years has returned 70x more than $GOOGL π³" @danielnewmanUV on X 2025-07-19 21:16:57 UTC 57.3K followers, 3485 engagements
"TOP XX DATA INTELIGENCE LEADERS IN 2024 (Futurum) X. $ORCL -- Multi-cloud lock-in + mission-critical dominance X. $SAP -- ERP data turned AI engine via BTP & Databricks X. $AMZN -- AWS remains the backend for AI-native scale X. $MSFT -- Azure + Fabric = end-to-end data control X. $GOOGL -- BigQuery + Vertex AI powering enterprise AI infra Next X X. $IBM X. $DELL X. $CRM X. $CSCO XX. @SASsoftware" @danielnewmanUV on X 2025-07-12 13:09:38 UTC 57.1K followers, 7150 engagements
"$META is betting billions that the right talent will expand its Market Cap by trillions. Meanwhile $AAPL is betting that its moat is so deep that a complacent laggard strategy wont disrupt its business model. Long Meta Short Apple π§π" @danielnewmanUV on X 2025-07-14 16:55:10 UTC 57.2K followers, 30.1K engagements
"$OSCR Breaking down the investment thesis and why we said it is undervalued in this weeks Futurum Equities Pod. Details and pod infoππ»" @danielnewmanUV on X 2025-07-20 17:19:59 UTC 57.3K followers, 18.4K engagements
"$META - Superintelligence is the worlds arms race. It is creating the most explosive capex growth driving names like: $NVDA $AMD $AVGO $TSM $DELL $CSCO $ARM $GOOGL $MSFT $ORCL $AMZN OpenAI xAI Anthropic To build and deploy AI infrastructure at incredible speed and scale" @danielnewmanUV on X 2025-07-17 12:30:19 UTC 57.3K followers, 4580 engagements
"$META is planning to build several multi-GW clusters. $NVDA $AMD and $AVGO surely significant beneficiaries. The Capex commits continue to come fast and furious. AI Bubble bears will continue to be wrong on this trend. The race to super intelligence will fuel a staggering multi-year infrastructure investment. The enterprise number is barely baked into expectations at this point" @danielnewmanUV on X 2025-07-14 17:54:37 UTC 57.2K followers, 4426 engagements
"$SNPS completes Ansys deal. Massive for IP Design and Engineering. Love this tie up for the physical AI era and expect this to jettison the company beyond its competition like $CDNS. See path for this to enter Futurum Equities AI Fifteen list in the near future" @danielnewmanUV on X 2025-07-17 13:28:50 UTC 57.2K followers, 4386 engagements
/creator/twitter::danielnewmanUV