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[@FuturumEquities](/creator/twitter/FuturumEquities)
"IF $NVDA IS THE ENGINE -- THIS IS THE FUEL PIPELINE The chart says it all -- the next leg of the AI boom is in the data stack powering the workloads: $NOW -- embedding intelligence into enterprise systems at scale $PLTR -- turning messy data into mission-critical workflows $SNOW -- organizing and activating massive enterprise data $PANW -- securing the flow from breach to deployment $CRWD -- securing the pipes so it can flow safely"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1943077179212116352) 2025-07-09 22:37:54 UTC 7661 followers, 23.1K engagements


"$TSM JUST PROVED WHY ITS #1 IN THE FUTURUM AI FIFTEEN TSMC just reminded everyone who runs the AI stack : XX% of revenue is now AI 3nm is booked -- 2nm is heating up. N2 margins will beat N3 Full earnings breakdown in this mornings @FuturumEquities Daily Signal"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1945853791187910704) 2025-07-17 14:31:10 UTC 7754 followers, 19.2K engagements


"$ALAB JUST PROVED WHY ITS IN THE FUTURUM AI FIFTEEN -- UP XX% TODAY AI workloads are exploding & Astera owns the I/O bottleneck with Aries & Taurus powering memory-rich hyperscaler systems Scorpio platform puts Astera at the heart of next-gen data center interconnect"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1947311018373181512) 2025-07-21 15:01:40 UTC 7759 followers, 30K engagements


"TOP X DATA INTELIGENCE LEADERS IN 2024 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"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1943715538716569692) 2025-07-11 16:54:31 UTC 7678 followers, 28K engagements


"$ASML MAKES THE TOOLS THAT MAKE MODERN COMPUTING POSSIBLE $NVDA designs the GPU engines $TSM manufactures them at scale $AVGO handles connectivity and integration ASML builds the only machines in the world that make this possible"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1945538335457644773) 2025-07-16 17:37:40 UTC 7740 followers, 24.1K engagements


"6. $CSCO Cisco AIRometer Score XXX The Backbone Beneath the AI Network"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1940765034298462582) 2025-07-03 13:30:16 UTC 7672 followers, 1181 engagements


"Futurum Equities Podcast Episode #5 RETAIL MANIA -- $HOOD $PLTR $RKLB $ASTS $SOFI $OSCR $TSLA $TSM $ASML"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1946248041369092130) 2025-07-18 16:37:47 UTC 7756 followers, 4464 engagements


"FUTURUM CYBER SEVEN REVEAL We built the Futurum Cyber Seven -- a curated shortlist of companies we believe are securing the AI era from the ground up across data compute agents & policy. Ranked by our proprietary AIRometer Score -- here's the full list 👇"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1940765030015717615) 2025-07-03 13:30:15 UTC 7756 followers, 51K engagements


"TOP XX STRONGEST MOATS IN THE MARKET X. $NVDA Nvidia X. $AMZN Amazon X. $TSM Taiwan Semi X. $AVGO Broadcom X. $PLTR Palantir X. $ASML ASML X. $META Meta X. $NOW ServiceNow X. $ORCL Oracle XX. $GOOGL Google XX. $AXON Axon XX. $ARM Arm"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1941502577650356643) 2025-07-05 14:21:00 UTC 7739 followers, 56.9K engagements


"$NVDA CHINA GREENLIGHT JUST REACTIVATED THE AI SUPPLY CHAIN $NVDA: 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. $AVGO: NVIDIA clusters run on Broadcom interconnects -- AI rack demand now surging in China. $ARM:"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1945109814201475479) 2025-07-15 13:14:52 UTC 7744 followers, 81.4K engagements


"WHY ELON MUSK SHIFTING TO WAR-TIME MODE CHANGES THE $TSLA NARRATIVE"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1947672054146175024) 2025-07-22 14:56:18 UTC 7759 followers, 22.9K engagements


"Todays Futurum Signal breaks down why the Big Beautiful Bill Act is more than stimulus -- its a tailwind for these XX names 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 Subscribers get it FREE at 10AM ET"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1942192980666040507) 2025-07-07 12:04:25 UTC 7756 followers, 63.7K engagements


"7. $CYBR CyberArk AIRometer Score XXX The Root of Trust in a Machine-First Identify Stack"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1940765031689224312) 2025-07-03 13:30:15 UTC 7755 followers, 1348 engagements


"Futurum Equities Podcast Episode #4 $NVDA $TSLA $SOFI $HIMS $HOOD $TSM $GOOGL"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1943718104850477397) 2025-07-11 17:04:43 UTC 7678 followers, 3435 engagements


"THE TWO PILLARS OF THE NEW DIGITAL ECONOMY -- $TSM & $ASML -- REPORT THIS WEEK ASML builds the machines. TSMC turns them into silicon. Together they anchor the global compute stack. This weeks earnings will show whether the AI cycle is still compounding"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1944741028952707502) 2025-07-14 12:49:27 UTC 7743 followers, 24.9K engagements


"TOP X FUTURUM AI FIFTEEN PICKS DROP TODAY Subscribers will get the email live during this mornings @Stocktwits Daily Rip show. Heres the evolving list: Control layer: $AMD $ARM $TSM $AVGO $ASML $QCOM $MU $CSCO Operating layer: $PLTR $NOW $ORCL $SNOW $IBM $CRWD $PANW $NET $CRM Expansion layer: $OKLO $MDB $ALAB $ADBE"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1933142094799044724) 2025-06-12 12:39:26 UTC 7756 followers, 51.6K engagements