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# ![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::228918333.png) @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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::228918333/c:line/m:interactions.svg)

- X Week XXXXXXX +49%
- X Month XXXXXXXXX +129%
- X Months XXXXXXXXX +122%
- X Year XXXXXXXXX +262%

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

- X Week XX -XXXX%
- X Month XXX +92%
- X Months XXX -XX%
- X Year XXXXX +93%

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

- X Week XXXXXX +1.40%
- X Month XXXXXX +4.30%
- X Months XXXXXX +8.90%
- X Year XXXXXX +11%

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

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

**Social category influence**
[stocks](/list/stocks)  #2219 [technology brands](/list/technology-brands)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #82, [nvda](/topic/nvda) #13, [$googl](/topic/$googl) #306, [$avgo](/topic/$avgo) #5, [avgo](/topic/avgo) #3, [googl](/topic/googl) #29, [$amd](/topic/$amd) #10, [pltr](/topic/pltr) #20, [$pltr](/topic/$pltr) #21, [$tsla](/topic/$tsla) XXXX%

**Top accounts mentioned or mentioned by**
[@thesixfivemedia](/creator/undefined) [@futurumequities](/creator/undefined) [@patrickmoorhead](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@thefuturumgroup](/creator/undefined) [@nichola30641241](/creator/undefined) [@ftr_investors](/creator/undefined) [@yahoofinance](/creator/undefined) [@sorbsrt](/creator/undefined) [@stuartfloridian](/creator/undefined) [@kalsudh](/creator/undefined) [@sixfivepodcast](/creator/undefined) [@nvidia](/creator/undefined) [@investingpersp1](/creator/undefined) [@akinatorassets](/creator/undefined) [@alexkoh](/creator/undefined) [@ansys](/creator/undefined) [@bshaw1818](/creator/undefined) [@jonnagap](/creator/undefined) [@awnihamad](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [RAI Finance (SOFI)](/topic/$sofi) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Now Coin (NOW)](/topic/$now) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Oklo Inc. (OKLO)](/topic/$oklo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Micron Technology, Inc. (MU)](/topic/$mu) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Bitcoin (BTC)](/topic/$btc) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Intel Corporation (INTC)](/topic/$intc) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Cisco Systems Inc (CSCO)](/topic/$csco) [Mario Coin (COIN)](/topic/$coin) [Applovin Corporation (APP)](/topic/$app) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Snowflake, Inc. (SNOW)](/topic/$snow) [Cloudflare, Inc. (NET)](/topic/$net) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [XRP (XRP)](/topic/$xrp) [Cardano (ADA)](/topic/$ada) [Render (RENDER)](/topic/$render) [Ethereum (ETH)](/topic/$eth) [Solana (SOL)](/topic/$sol) [Stellar (XLM)](/topic/$xlm) [Texas Instruments (TXN)](/topic/$txn) [SAP SE (SAP)](/topic/$sap) [IBM (IBM)](/topic/$ibm) [NXP Semiconductors NV (NXPI)](/topic/$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. 😆"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1944889228300583182) 2025-07-14 22:38:20 UTC 57.4K followers, 4380 engagements


"Shay breaking down the Futurum AI Fifteen today on Fox Business. 💪🏻 Futurum AI 15: $AVGO $TSM $PLTR $ORCL $ARM $NOW $NET $CRWD $PANW $OKLO $ALAB $SNOW $AMD $ASML $QCOM"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1948089930938266058) 2025-07-23 18:36:47 UTC 57.6K followers, 12.6K 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 investors👇🏻"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1943640865806914030) 2025-07-11 11:57:48 UTC 57.3K followers, 29.6K engagements


"$META expands AI chip ambitions Consistent with key vertical integration trend and internal use case momentum for custom AI chips $NVDA comparison is pretty pointless except on capabilities because META is using for internal not selling to external builders like $AMZN $GOOGL $CRWV etc. MediaTek win would be big. Still see $AVGO and $MRVL as leaders in custom but market entrants are expanding"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947979278135505068) 2025-07-23 11:17:06 UTC 57.6K followers, 2032 engagements


"$GOOGL has been up XX days in a row. Deserved run given the bearishness and FUD it has dealt with. $XX Billion Free Cash Flow over the last XX months and a fully integrated AI stack from Chip to models to agents. Still undervalued. 🚀"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1948027652733886766) 2025-07-23 14:29:19 UTC 57.6K followers, 4856 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. 🔥👇🏻"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945790790556663909) 2025-07-17 10:20:50 UTC 57.6K followers, 9878 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947024144161550405) 2025-07-20 20:01:44 UTC 57.6K followers, 4092 engagements


"$GOOGL is the most undervalued Mag X name heading into earnings"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947371163526570418) 2025-07-21 19:00:40 UTC 57.6K followers, 48.9K 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 🔥🚀"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945946523369369830) 2025-07-17 20:39:39 UTC 57.5K followers, 3284 engagements


"In the chair. Next two hours guest hosting at the @YahooFinance desk with Josh Lipton talking $GOOGL $AMD $AMZN and more. Lets go 🚀🙌🏻"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947732709943492662) 2025-07-22 18:57:19 UTC 57.6K followers, 3279 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946026169729491140) 2025-07-18 01:56:08 UTC 57.5K followers, 4416 engagements


"$HIMS Fundamentals suggest HIMS has plenty of room to run from here. 🚀 So much more than a GLP compounder it is about personalized frictionless tech-powered health and wellness. Lets go"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946909817458586068) 2025-07-20 12:27:26 UTC 57.5K followers, 8002 engagements


"$GOOGL Remember when I said $AVGO setting up a monster quarter. These are the breadcrumbs to follow👇🏻"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945122467883729129) 2025-07-15 14:05:09 UTC 57.5K followers, 8864 engagements


"$GOOGL and its AI leadership is wildly under appreciated. Research Infrastructure TPU Models Autonomy and more. High upside despite risks to search and antitrust.👇🚀"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947724737813107160) 2025-07-22 18:25:39 UTC 57.6K followers, 22K engagements


"$NVDA wins the external workloads (90+%) $AMD will take the remaining share of GPUs $AVGO XPU wins 70+% of the custom AI chips for internal workloads $MRVL will take the lion share of what is left"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947741596541456885) 2025-07-22 19:32:38 UTC 57.6K followers, 24.1K engagements


"$SOFI investors need to keep calm. A few red days after a parabolic run to $XX is healthy. Good to see a different trend into earnings knowing the normal run up and sell. I find this to be bullish AF. 🚀 🐂"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947663901073490084) 2025-07-22 14:23:54 UTC 57.6K followers, 4397 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947376759462396285) 2025-07-21 19:22:54 UTC 57.6K followers, 6528 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. 🐂"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947025790568194087) 2025-07-20 20:08:17 UTC 57.5K followers, 3637 engagements


"$OSCR added XX% to my position today. Grateful for the pull back to accumulate more"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945927236114087987) 2025-07-17 19:23:01 UTC 57.5K followers, 161.3K engagements


"The XX biggest beneficiaries of the Big Beautiful Bill. X. $NVDA NVIDIA X. $TSM Taiwan Semi X. $PLTR Palantir X. $AVGO Broadcom X. $RKLB Rocket Lab X. $ASTS AST SpaceMobile X. $EOSE Eos Energy X. $MU Micron X. $VRT Vertiv XX. $OKLO Oklo New Signal from our @FuturumEquities team👇🏻🔥"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1943037141199786237) 2025-07-09 19:58:49 UTC 57.5K followers, 19.2K engagements


"$META now has the most prolific talent in the industry. Its upside is palpable if it appropriately applies the talent to its roadmap effectively. I am optimistic and dint suggest betting against Zuck. 🚀💪🏻"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1948101765997404271) 2025-07-23 19:23:49 UTC 57.6K followers, 1026 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. 🙏🏻🔥"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946023091320029593) 2025-07-18 01:43:54 UTC 57.5K followers, 18.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1935346004619911189) 2025-06-18 14:36:59 UTC 57.6K followers, 110K engagements


"$VKTX early phase trials have shown the Viking Therapeutics has the best GLP-1 pill in the market. Phase X results incoming. Massive acquisition target with average PT north of $XXXXX. Very long this ticker. Love this one for a potential three bagger. NFA 💪🏻"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1948026202972721257) 2025-07-23 14:23:34 UTC 57.6K followers, 7556 engagements


"$AMD can crush its naysayers this quarter if it resumes its Instinct (GPU) reporting and provides an outlook to show inference is accelerating its growth. Our projections indicate that AMD AI accelerator revenue should at least 5x between now and 2028 with significant upside potential"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947657025258700877) 2025-07-22 13:56:35 UTC 57.6K followers, 27.1K engagements


"$NOW results (Weds) will be the bellwether for enterprise AI adoption. Expecting fireworks 🧨🚀"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947712998501462422) 2025-07-22 17:39:00 UTC 57.6K followers, 4588 engagements


"The Mag X ranking in the new digital economy X. $NVDA X. $META X. $GOOGL X. $MSFT X. $AMZN X. $AAPL X. $TSLA"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947788563929518179) 2025-07-22 22:39:16 UTC 57.6K followers, 28.6K engagements


"$NVDA will report this quarter on 8/27. Buckle up. 🚀"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947339256180933106) 2025-07-21 16:53:53 UTC 57.6K followers, 11.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946016424960430519) 2025-07-18 01:17:25 UTC 57.5K followers, 8264 engagements


"$GOOGL AI innovation search risk. Mark it"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1948100978496188594) 2025-07-23 19:20:41 UTC 57.6K followers, 1751 engagements


"$SOFI - Expanding upon this post to explain in simple terms. 👇🏻 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. 🤣 GM is downgrading $TSLA suggesting EVs arent a thing and no one wants full self-driving. 😆 Got it 🙌🏻💪🏻🔥"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1943353837580149007) 2025-07-10 16:57:15 UTC 57.6K followers, 5171 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. 💪🏻"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1939012013293703489) 2025-06-28 17:24:23 UTC 57.5K followers, 33.4K engagements


"@AkinatorAssets Its not over its skis like some names"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946913367592980692) 2025-07-20 12:41:33 UTC 57.5K 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. 🐂"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947326840793698402) 2025-07-21 16:04:33 UTC 57.6K followers, 49.9K engagements


"$AAPL is innovating again. 😆😏 Subscription plans to replace failed proprietary connectors. 😂"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1948037335888859635) 2025-07-23 15:07:48 UTC 57.6K followers, 3355 engagements


"Here we go Futurum Equities Pod EP. X RETAIL MANIA -- $HOOD $PLTR $RKLB $ASTS $SOFI $OSCR $TSLA $TSM $ASML"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946248740236349691) 2025-07-18 16:40:33 UTC 57.6K followers, 24.6K engagements


"$ORCL continues its win streak in cloud and AI. Truly impressive to watch its meteoric rise as many thought of its cloud as nothing more than an also ran. 👇🏻"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947647605355516073) 2025-07-22 13:19:09 UTC 57.6K followers, 2787 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945509802211254661) 2025-07-16 15:44:17 UTC 57.4K followers, 19.1K engagements


"$NVDA over XX years has returned 70x more than $GOOGL 😳"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946680684728254849) 2025-07-19 21:16:57 UTC 57.5K followers, 3597 engagements


"$META is spending big on its super intelligence ambitions but it is also doing a remarkable job of monetizing AI across its platform. This one has more upside 📈"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1947653702996922544) 2025-07-22 13:43:23 UTC 57.6K followers, 18.1K engagements


"$GOOGL crushed itlike I said. Revenue ✅ EPS ✅ Cloud ✅ I dont care what the traders do. Google is performing. 💪🏻🚀"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1948112773738643590) 2025-07-23 20:07:34 UTC 57.6K followers, 13K engagements


"$OSCR Breaking down the investment thesis and why we said it is undervalued in this weeks Futurum Equities Pod. Details and pod info👇🏻"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1946983437685928276) 2025-07-20 17:19:59 UTC 57.6K followers, 18.9K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945823377668587931) 2025-07-17 12:30:19 UTC 57.5K followers, 4606 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1944817826037993758) 2025-07-14 17:54:37 UTC 57.5K followers, 4449 engagements


"Introducing the @FuturumEquities Cyber 7👇🏻 Why we see these seven names as strong alpha for portfolios as AI trends accelerate the need for cybersecurity. X. $MSFT XXX X. $CRWD XXX X. $PANW XXX X. $ZS XXX X. $RBRK XXX X. $CSCO XXX X. $CYBR 7.2"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1940789377703268793) 2025-07-03 15:07:00 UTC 57.5K followers, 31.5K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945838102368444582) 2025-07-17 13:28:50 UTC 57.5K followers, 4445 engagements


"Should also mention the grid is a critical component here so the $OKLO and $VRTV and $GEV names see lift here as well. Also on memory $MU HBM is a definite attach to the momentum"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1948062090146791739) 2025-07-23 16:46:10 UTC 57.6K followers, XXX engagements


"@bshaw1818 @StockSavvyShay I like $QCOM but waiting to here more on its DC ambitions/Plans"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1948063832753971446) 2025-07-23 16:53:05 UTC 57.6K followers, XXX engagements


"Americas AI Action Plan Deregulation is front and center here. -Remove the red tape to build and maintain global tech leadership -Build it herechips models agents tools. This should be good for $INTC Foundry but time will tell. -Train the workforce use and empower with AI develop skills for the future. Incredibly supportive for big tech. Serves the Mag X fabless chipmakers model researchers and developers and industry implementers well. Most bullish for $NVDA $AMD $MSFT $GOOGL $AMZN $ORCL $ARM Momentum longer term for $NOW $CRM $IBM $CSCO $DELL $HPE $PANW and more. Also good for startups and"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1948059191182045549) 2025-07-23 16:34:39 UTC 57.6K followers, 16K engagements


"Join us now talking all the week's tech and markets including $TSLA $MSFT $NVDA OpenAI and more. @FuturumEquities"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1940811401783923047) 2025-07-03 16:34:31 UTC 57.5K followers, 14.2K engagements