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

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

### Engagements: XXXXXX [#](/creator/twitter::228918333/interactions)
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### Mentions: XX [#](/creator/twitter::228918333/posts_active)
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### Followers: XXXXXX [#](/creator/twitter::228918333/followers)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2856 [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #3470 [automotive brands](/list/automotive-brands)  XXXX% [formula 1](/list/formula-1)  XXXX% [luxury brands](/list/luxury-brands)  XXXX%

**Social topic influence**
[ai](/topic/ai) #4615, [$nvda](/topic/$nvda) #100, [$cifr](/topic/$cifr) #42, [$amzn](/topic/$amzn) #69, [$googl](/topic/$googl) #2483, [$avgo](/topic/$avgo) #31, [$iren](/topic/$iren) #73, [china](/topic/china) #887, [$sofi](/topic/$sofi) #80, [avgo](/topic/avgo) #86

**Top accounts mentioned or mentioned by**
[@dollarcostavg](/creator/undefined) [@stockstormx](/creator/undefined) [@thesixfivemedia](/creator/undefined) [@futureman1977](/creator/undefined) [@landoinvests](/creator/undefined) [@william_r2rclub](/creator/undefined) [@sixers0321](/creator/undefined) [@investorchandra](/creator/undefined) [@chrisruppert5](/creator/undefined) [@martinsgoldberg](/creator/undefined) [@repairmanjack9](/creator/undefined) [@freesites_com](/creator/undefined) [@akinatorassets](/creator/undefined) [@jeffw008](/creator/undefined) [@futurumequities](/creator/undefined) [@mikealfred](/creator/undefined) [@sergeant991](/creator/undefined) [@bartonguybryan](/creator/undefined) [@krispatel99](/creator/undefined) [@theaiinvestor](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [IREN Limited (IREN)](/topic/$iren) [RAI Finance (SOFI)](/topic/$sofi) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [TeraWulf Inc. (WULF)](/topic/$wulf) [Advanced Micro Devices (AMD)](/topic/$amd) [Oklo Inc. (OKLO)](/topic/$oklo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vistra, Corp. (VST)](/topic/$vst) [Metadium (META)](/topic/$meta) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Palantir (PLTR)](/topic/$pltr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [MercadoLibre Inc (MELI)](/topic/$meli) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Cameco Corporation (CCJ)](/topic/$ccj) [Centrus Energy Corp. (LEU)](/topic/$leu) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Cream (CRM)](/topic/$crm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Adobe, Inc. (ADBE)](/topic/$adbe) [Synopsys, Inc. (SNPS)](/topic/$snps) [SPX6900 (SPX)](/topic/$spx) [Carvana Co. (CVNA)](/topic/$cvna) [MongoDB, Inc. (MDB)](/topic/$mdb) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [ContentBox (BOX)](/topic/$box) [UiPath, Inc. (PATH)](/topic/$path) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Okta Inc (OKTA)](/topic/$okta) [Snowflake, Inc. (SNOW)](/topic/$snow) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Orbs (ORBS)](/topic/$orbs) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Microsoft Corp. (MSFT)](/topic/$msft) [Coherent Inc (COHR)](/topic/$cohr) [Intel Corporation (INTC)](/topic/$intc) [Salesforce Inc (CRM)](/topic/salesforce)
### Top Social Posts
Top posts by engagements in the last XX hours

"My 2029 Custom AI Chip Market Share Estimate: $AVGO XX% $MRVL XX% $ARM X% $QCOM X% MediaTek (TW) X% Alchip & GUC X% Based on Futurum $XXX Billion 2029 Forecast"  
[X Link](https://x.com/danielnewmanUV/status/1967706145805718004)  2025-09-15T21:44Z 72.4K followers, 37.3K engagements


"$NVDA and $TSLA are the two obvious names set to win physical AI. $QCOM is the sneaky one that I think will surprise. 👊🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1972705337691009048)  2025-09-29T16:49Z 72.4K followers, 34.1K engagements


"Another AI and AI utilities bullish story. $XX Billion in datacenter buildouts for Anthropic. $IREN $CIFR $WULF and others continue to get these tailwinds. 👏🏻💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1988628773034512822)  2025-11-12T15:23Z 72.4K followers, 43.4K engagements


"The internets stupidity is the only thing that outpaces its entertainment value. This made me laugh because it is even more stupid than it is funny. 😬😏😮💨🤣"  
[X Link](https://x.com/danielnewmanUV/status/1992617233835491790)  2025-11-23T15:32Z 72.4K followers, 4407 engagements


"Introducing: The Futurum DC10 AI Compute/REIT Layer: $NBIS $CIFR $IREN $WULF Nuclear Layer: $CCJ $LEU $OKLO Power Layer: $CEG $EOSE $VST"  
[X Link](https://x.com/danielnewmanUV/status/1993311896104227065)  2025-11-25T13:32Z 72.4K followers, 25.4K engagements


"Wild how for one day last week it was at XX% when anyone with a brain knew the rate cut was inevitable. World class nonsense cuts incoming. 👀💪🏻👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1994444295709905401)  2025-11-28T16:32Z 72.4K followers, 10.4K engagements


"These BS rate cut numbers tanked the market last weekcomplete and total momentary nonsense"  
[X Link](https://x.com/danielnewmanUV/status/1994476925260087512)  2025-11-28T18:42Z 72.4K followers, 6562 engagements


"Record Black Friday spending incoming according to $ADBE Consumers like the U.S. Government are running it hot. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1994553200364626143)  2025-11-28T23:45Z 72.4K followers, 5274 engagements


"Soif TPU is the beginning of the end for $NVDA then by the same line of thinking is this armegeddon for $AMD and Helios Dont see how these things would be mutually exclusive"  
[X Link](https://x.com/danielnewmanUV/status/1994896257676882176)  2025-11-29T22:28Z 72.4K followers, 17.6K engagements


"Here we go Monday $NVDA to invest $X Billion in $SNPS expanding its strategic partnership. The two companies look to revolutionize chip design and simulation with AI and Digital Twins. The AI revolution is very very early. 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1995485923354743081)  2025-12-01T13:31Z 72.4K followers, 6186 engagements


"$AVGO is the smart money play for those that believe the TPU has legs beyond GCP. Smarter to be long Broadcom than short $NVDA imo given AI is all hands on deck for compute networking memory storage energy etc 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1995521082116526411)  2025-12-01T15:51Z 72.4K followers, 7550 engagements


"Companies like $IREN will have to dilute to meet short term growth. This may not be the last time it has to do so. If you dont want dilution risk its probability better to invest in an index fund or mag X name. Nothing wrong with that. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1995651924595802376)  2025-12-02T00:31Z 72.4K followers, 33.3K engagements


"The $AMZN pre:Invent Keynote lift✅ Yes Pat is still bigger than me. But Im working on it. 😬"  
[X Link](https://x.com/danielnewmanUV/status/1995864962968027229)  2025-12-02T14:37Z 72.4K followers, 6085 engagements


"Early nod to $NVDA from $AMZN AWS CEO Matt Garman. It is critical that Amazon makes it clear that it is a destination for building AI on merchant silicon while it continues to aspire to build a full AI infrastructure stack with Trainium"  
[X Link](https://x.com/danielnewmanUV/status/1995890114850160839)  2025-12-02T16:17Z 72.4K followers, 16.1K engagements


"I dont know who needs to hear this but every new AI chip that gets launched isnt Built to compete with or take down $NVDA. We are at the beginning of a massive tech supercycle and every chip that can be produced for AI is being sold. It isnt zero-sum and these constant A launched B to replace NVIDIA pieces are lazy and misleading"  
[X Link](https://x.com/danielnewmanUV/status/1995894589182685354)  2025-12-02T16:35Z 72.4K followers, 15.9K engagements


"Anthropic will be a half trillion dollar IPO. Mark it. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1996044632871010316)  2025-12-03T02:31Z 72.4K followers, 10.8K engagements


"$AVGO is the number one beneficiary of custom AI chips (XPU). $MRVL is number two. Not to mention ethernet and optical networking of AI. Custom will win 25-30% of the market over the next X years and that market will reach more than a trillion annually in that timeframe. Easy to be a Broadcom bull"  
[X Link](https://x.com/danielnewmanUV/status/1996610634641743921)  2025-12-04T16:00Z 72.4K followers, 11.5K engagements


"$VKTX up XX% and now only undervalued by $XXX bucks a share 😏"  
[X Link](https://x.com/danielnewmanUV/status/1996615992592724444)  2025-12-04T16:22Z 72.4K followers, 13.7K engagements


"$SOFI 🤝 $SPX Tomorrow 🤞🏻💪🏻👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1996686662542164443)  2025-12-04T21:02Z 72.4K followers, 12K engagements


"Didnt really think $SOFI would get it in 2025. So no real surprise. But $CVNA Really A car vending machine company JHFC 😂"  
[X Link](https://x.com/danielnewmanUV/status/1997083384775168494)  2025-12-05T23:19Z 72.4K followers, 9928 engagements


"Using $NVDA as a comparison to the pharma industry at large provides absolutely zero indication of a bubble. Pure unadulterated nonsense. 😬🙃"  
[X Link](https://x.com/danielnewmanUV/status/1997659542067224905)  2025-12-07T13:28Z 72.4K followers, 6551 engagements


"Whats wilder is that $NVDA the company trading at a mere 26x forward PE has become the epicenter of the AI bubble babble nonsense. 26xGTFOOH"  
[X Link](https://x.com/danielnewmanUV/status/1993461090458779672)  2025-11-25T23:25Z 72.4K followers, 26.6K engagements


"Last week a few really pleasant folks here on X and my uncle told me to sell $CIFR because AI is over and everything is going to zero. Really glad I didnt listen to those smarties. 😆😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1994439227207995838)  2025-11-28T16:12Z 72.4K followers, 15.2K engagements


"Next week is another biggie for tech earnings Ill be watching 👀 $MDB $MRVL $GTLB $CRWD $PSTG $BOX $OKTA $CRM $SNOW $PATH $RBRK $HPE $S Lets go. 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1994790351576732106)  2025-11-29T15:27Z 72.4K followers, 6211 engagements


"One of the great things about $CIFR is it doesnt care whether a datacenter uses GPUs or XPUs. ❤👏🏻💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1995224976316842431)  2025-11-30T20:14Z 72.4K followers, 6742 engagements


"$NVDA has a path to $XXX Billion in orders in 2026 without any China revenue. Meanwhile some wanted to suggest its business model was dead this past week due to the rise of the TPU. It will be GPU + TPU for the foreseeable future. And margins will be far less impacted than most are suggesting (if at all) Mark it"  
[X Link](https://x.com/danielnewmanUV/status/1995509055385964866)  2025-12-01T15:03Z 72.4K followers, 23.9K engagements


"Despite the mass of stupidity circulating on X this weekend I wanted to let you know that $NVDA will be fine. 🙃😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1995512002534621411)  2025-12-01T15:15Z 72.4K followers, 13.2K engagements


"$AMZN AWS has the largest cloud and has been in the AI business for years. This week at its reinvent conference its job is to convince/remind the world it is A leader in AI in the GPU/XPU era and it can capitalize on its massive size and scale. Heavy lift but the job must be done. 👀💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1995526650596032958)  2025-12-01T16:13Z 72.4K followers, 5528 engagements


"$MRVL sees DC/AI revenue jumping XX% in FY27 (Ends Jan 27). This is strong signal of $AMZN Trainium X ramp being pulled forward and overall strength in its custom AI chip business"  
[X Link](https://x.com/danielnewmanUV/status/1995989717943537943)  2025-12-02T22:53Z 72.4K followers, 5592 engagements


"Spent the week at $AMZN re:Invent. More convinced than ever that we are at the earliest phase of AI and that we are constrained in every area meaning there is almost a X% chance we are in a bubble at this point. Chips memory storage etc. All constrained and everything being built is spoken for. Energy is the most constrained of all. Near term I love the GPU REIT plays. $CIFR still my favorite and I own. But $CRWV $NBIS $IREN $WULF $BITF will all benefit. Yes hyperscalers want to own their entire stack. XXX% and at some point that may impact GPU REITS. But we are so far away from that being a"  
[X Link](https://x.com/danielnewmanUV/status/1996615138795831799)  2025-12-04T16:18Z 72.4K followers, 28.4K engagements


"I got a lot of flack for saying the rate cut would still happen on 11/20. Said Ill eat serious crow if it doesnt happen. Still think Ill wind up being correct here even when all of the reports were that cuts were unlikely. 💪🏻😬"  
[X Link](https://x.com/danielnewmanUV/status/1996762396766130430)  2025-12-05T02:03Z 72.4K followers, 8619 engagements


"Happy Fed Week to those that celebrate. Expecting a lot of noise but ultimately a 25bps cut. 🤓"  
[X Link](https://x.com/danielnewmanUV/status/1998004666177655268)  2025-12-08T12:20Z 72.4K followers, 2803 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. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1988590074121040348)  2025-11-12T12:49Z 72.4K followers, 76.1K engagements


"$ORBS is doing something very important. Adding an important authenticity and security layer to AI. In a world powered by AI knowing what is real and what isn't is critical. 💪🤖"  
[X Link](https://x.com/danielnewmanUV/status/1990828466170630498)  2025-11-18T17:04Z 72.4K followers, 20.8K engagements


"Capitulation Thursday. Futurum Equities Podcast Episode #20 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $WULF $AMZN $MELI $AMD $NVDA $SOFI $APLD $AVGO $GOOGL $AMZN $MSFT $META"  
[X Link](https://x.com/danielnewmanUV/status/1991631512765149431)  2025-11-20T22:15Z 72.4K followers, 38K engagements


"Looking for an AI Dark Horse 👀 $COHR has the CPO goods (and more) as we go from Scale up to scale out to scale across. Mark it. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1992652037876498683)  2025-11-23T17:50Z 72.4K followers, 9978 engagements


"Here we go.Futurum Equities Podcast Episode #21 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $AVGO $GOOGL $AMZN $META $CEG $LEU $OKLO $EOSE"  
[X Link](https://x.com/danielnewmanUV/status/1993429050099220527)  2025-11-25T21:18Z 72.4K followers, 19.9K engagements


"Good day for $MRVL to report as $AMZN leans into talking its infrastructure book including Trainium X and Trainium 4.👏"  
[X Link](https://x.com/danielnewmanUV/status/1995887879210610697)  2025-12-02T16:08Z 72.4K followers, 2576 engagements


"IMO the big $INTC move isnt based on calls or Malaysia news but investors are reading the tea leaves. Intel Foundry customer announcements are coming. Just like GPU + XPU every wafer available will be spoken for to meet the increased demand. All roads lead to Intel Foundry winning and winning big to support the massive decade+ long AI supercycle we are in. This was always inevitable for those with eyes wide open"  
[X Link](https://x.com/danielnewmanUV/status/1995899493766832578)  2025-12-02T16:54Z 72.4K followers, 25.2K engagements


"It's not GPU or TPU or XPU. It is every GPU and every TPU and every XPU that can be built. even then we still won't have enough. G'night👏"  
[X Link](https://x.com/danielnewmanUV/status/1996063481683214342)  2025-12-03T03:46Z 72.4K followers, 6603 engagements


"$CRM Reports today. Important moment for enterprise AI and the SaaS to Agentic Platform evolution that Salesforce is working towards. Will be watching this one closely.👀"  
[X Link](https://x.com/danielnewmanUV/status/1996287774778097936)  2025-12-03T18:37Z 72.4K followers, 4958 engagements


"The GPU vs. XPU debate completely misses the point. Going to try to make it make sense in plain speak. First - you can't just run your AI workload anywhere. Running and optimizing software for multiple AI chips is a massive undertaking. Most companies won't do it. This favors GPUs. XPUs will be built and run by and for hyperscalers and massive frontier model companies. They are unlikely to ever be as good as $NVDA performance wise but these companies are looking for better economics. And given they are customer X with massive use cases for more compute the economics make a ton of sense. TPU"  
[X Link](https://x.com/danielnewmanUV/status/1996358643500097648)  2025-12-03T23:19Z 72.4K followers, 27.2K engagements


"MIT created hysteria that XX% of AI has no ROI. Follow up: 😆👇"  
[X Link](https://x.com/danielnewmanUV/status/1996643567461454108)  2025-12-04T18:11Z 72.4K followers, 8264 engagements


"$AMZN is to custom CPU what $GOOGL is to Custom GPU (TPU)"  
[X Link](https://x.com/danielnewmanUV/status/1996647268091580797)  2025-12-04T18:26Z 72.4K followers, 27.4K engagements


"New oped on Forbes putting the GPU vs. TPU vs. XPU debate to bed once and for all. AI is all hands on deck. 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1996702233086267642)  2025-12-04T22:04Z 72.4K followers, 28.4K engagements


"Here we go. SOFI Up first Futurum Equities Podcast Episode #22 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $VKTX $AVGO $GOOGL $AMZN $META $CEG $SOFI $OKLO $EOSE $META"  
[X Link](https://x.com/danielnewmanUV/status/1996947816799769078)  2025-12-05T14:20Z 72.4K followers, 21.9K engagements


"$SOFI will be fine. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1997036815946338682)  2025-12-05T20:14Z 72.4K followers, 15.1K engagements


"$AAPL has an AI era talent problemunimaginable XX years ago"  
[X Link](https://x.com/danielnewmanUV/status/1997364210661990630)  2025-12-06T17:55Z 72.4K followers, 10K engagements


"GPU vs. TPU debate is stupidThe Redux 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1997413084986540351)  2025-12-06T21:09Z 72.4K followers, 7976 engagements


"Congratulations Lando McLaren F1 constructors and driver championship. 🏆"  
[X Link](https://x.com/danielnewmanUV/status/1997675474193932499)  2025-12-07T14:32Z 72.4K followers, 4360 engagements


"Working out to have the strength to fight epic levels of AI FUD each and every week. 💪🏻👏🏻🙃"  
[X Link](https://x.com/danielnewmanUV/status/1997717700584640644)  2025-12-07T17:19Z 72.4K followers, 5366 engagements


"Power generation and nuclear are heating up. Futurum Equities top ideas 💡 $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $EOSE long-duration storage"  
[X Link](https://x.com/danielnewmanUV/status/1997818760548503629)  2025-12-08T00:01Z 72.4K followers, 14K engagements


"Any guesses on what unverified AI FUD nonsense will make headlines this week😬🤓😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1997857727863980530)  2025-12-08T02:36Z 72.4K followers, 3808 engagements


"$GOOGL and every other hyperscaler are going to continue to make big investments in energy to support multi gigawatt DC buildouts. The nuke stack is the future of efficient energy. And the GPU REITS like $IREN and $CIFR are the near term power supplier to augment insatiable AI demand. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1998007952540582173)  2025-12-08T12:33Z 72.4K followers, 10.7K engagements


"$IBM to acquire $CFLT and quietly continue its march toward having the full stack Enterprise AI solution. The ability to stream enterprise data to power agentic workflows is the unlock that looks beyond just LLMs. Its the AI holy grail. Big bet here but we see it coming together"  
[X Link](https://x.com/danielnewmanUV/status/1998028355552133622)  2025-12-08T13:54Z 72.4K followers, 4761 engagements


"$AVGO is going to have a very very good week 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1998135873104421371)  2025-12-08T21:01Z 72.4K followers, 5937 engagements


"I dont mean to be a pessimist but Im thinking it will be hard for the bubble bears to get photos of the warehouses in China that are stuffed full of unused $NVDA GPUs. 😂😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1998150364348944701)  2025-12-08T21:59Z 72.4K followers, 4320 engagements


"Funny how last week XPU would end the GPU and today $NVDA gets China approval and the entire narrative has changed. We live in a simulation lol. 🤓 If you dont like the news just give it a day or two and it will completely change 🙃"  
[X Link](https://x.com/danielnewmanUV/status/1998222798179995675)  2025-12-09T02:46Z 72.4K followers, 6378 engagements


"Giant YoY and Sequential manufacturing growth from the largest AI Server ODMs building $NVDA $GOOGL $AMZN etc. All hands on deck building for XXX GW plus of capacity we need by 2030. 💪🏻🚀 But the bUbBLe 🤪"  
[X Link](https://x.com/danielnewmanUV/status/1998226348427616570)  2025-12-09T03:01Z 72.4K followers, 7999 engagements


"$NVDA is many things. Overvalued is not one of them 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1998591529191879029)  2025-12-10T03:12Z 72.4K followers, 10.4K engagements


"💯 👏🏻🚀 2026 is setting up to be a good year for"  
[X Link](https://x.com/danielnewmanUV/status/1992681169712976343)  2025-11-23T19:46Z 72.4K followers, 11.1K engagements


"Perhaps the dumbest debate on X right now is the zero sum $GOOGL TPU versus $NVDA GPU. Until every part of the datacenter supply chain isnt constrained every AI chip built will be sold. We are 3-5 years away from this being a real debate. If ever. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1994819489133990374)  2025-11-29T17:23Z 72.4K followers, 71.9K engagements


"Now imagine the whole $META TPU leak was just to get a better $NVDA deal Gnight. 😏"  
[X Link](https://x.com/danielnewmanUV/status/1994983983965237555)  2025-11-30T04:17Z 72.4K followers, 50.5K engagements


"Feels like $NVDA saying its $XXX Billion in order visibility excluding its OpenAI commits would make investors rejoice. The OpenAI risk is not even in the number. Makes it even more compelling imo. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1995915489592443083)  2025-12-02T17:58Z 72.4K followers, 15.3K engagements


"Chips are a real problem. Memory is actually worse. But. energy innovation and transformation hold the keys. We need big investment in nuclear to help us longer term and meanwhile a reminder that we are all hands on deck across the entire datacenter supply chain. This is good for $CIFR and $IREN etc. But we need so much more"  
[X Link](https://x.com/danielnewmanUV/status/1998085917903396921)  2025-12-08T17:43Z 72.4K followers, 5595 engagements


"Of course $GOOGL will put ads on Gemini. The service isnt free. It is monetized with your data and therefore you get ads. New dog. Same tricks. 🤓"  
[X Link](https://x.com/danielnewmanUV/status/1998089109970276772)  2025-12-08T17:55Z 72.4K followers, 6066 engagements


"I hear we are now trying to find warehouses full of unused GPUs. Found one. Thanks Nano-Banana. 😮💨😆"  
[X Link](https://x.com/danielnewmanUV/status/1998104804288331956)  2025-12-08T18:58Z 72.4K followers, 7590 engagements


"$NVDA win win win Looks like $AMD will benefit too. Onward 🚀💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1998146681884614807)  2025-12-08T21:44Z 72.4K followers, 14K engagements


"$AVGO CEO Hock Tan is the GOAT when it comes to shareholder value. Controversial at times but delivers every quarter like clockwork. 🐐"  
[X Link](https://x.com/danielnewmanUV/status/1998422311075287080)  2025-12-09T15:59Z 72.4K followers, 4600 engagements


"$AVGO nearly $X Trillion market cap. Time to change Mag7 to Mag8"  
[X Link](https://x.com/danielnewmanUV/status/1998527203538239630)  2025-12-09T22:56Z 72.4K followers, 4111 engagements


"25 BPS rate cut tomorrow. It will be discussed endlessly all day but that is what will happen. Goodnight. 🙃"  
[X Link](https://x.com/danielnewmanUV/status/1998635678444499037)  2025-12-10T06:07Z 72.4K followers, 3183 engagements


"Marking myself safe from the great $SOFI offering of Q4 😆 It was gobbled up and closed above the offering of $XXXXX. Glad thats behind us. 🙃😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1998149759555830187)  2025-12-08T21:56Z 72.4K followers, 10.1K engagements


"$NVDA China deal was always going to land at 1-2 generations behind not 4+. It was good political theater played by all but this was inevitable. Well played by all sides. China gets useful chips and maintains its generational hardware leadership. And dont even @ me with any China doesnt want NVIDIA chips nonsense. That narrative was always XXX% BS. 😬😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1998202026509946982)  2025-12-09T01:24Z 72.4K followers, 11.5K engagements


"We do not believe that the narrative that China wont buy $NVDA H200 to be accurate. There is some political jockeying but in the end China has a better chance of keeping up in the AI race with NVIDIA even if Huawei eventually does build more competitor hardware"  
[X Link](https://x.com/danielnewmanUV/status/1998560631713415450)  2025-12-10T01:09Z 72.4K followers, 20.7K engagements


"AGI will come. My bet is $GOOGL OpenAI"  
[X Link](https://x.com/danielnewmanUV/status/1998778690847568354)  2025-12-10T15:35Z 72.4K followers, 3016 engagements


"Even if TPU catches fire it will take a few years to ramp supply chain before it could even make a meaningful dent in $NVDA demand. This is well known so perpetrating that significant demand could shift from GPU to XPU overnight is pretty disingenuous. We have long been bullish custom AI chips especially $GOOGL for internal hyperscaler use and some select large enterprises and model builders. But expanding beyond that will require meaningful capacity constraints in wafers packaging memory IO etc. A lot of the people spreading this as gospel know better. Frustrating to see this get so severely"  
[X Link](https://x.com/danielnewmanUV/status/1995596345043026326)  2025-12-01T20:50Z 72.4K followers, 26.1K engagements


"Soabout that whole $NVDA is over because of TPU. Glad that passed. 😏"  
[X Link](https://x.com/danielnewmanUV/status/1997366090503012538)  2025-12-06T18:02Z 72.4K followers, 25K engagements


"$NVDA H200 appear to be on their way to China. Nice $X call option for NVIDIA bulls. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1998096880530780429)  2025-12-08T18:26Z 72.4K followers, 14.9K engagements


"China wants and needs $NVDA H200. This will happen. Dont @ me. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1998796536508199357)  2025-12-10T16:46Z 72.4K followers, XXX engagements