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[@danielnewmanUV](/creator/twitter/danielnewmanUV)
"$QCOM Bull thesis in XX seconds. Next 4-6 quarters expanding into robotics autonomy datacenter physical AI. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977723050977063369) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T13:08Z 69.7K followers, 43.1K engagements


"Y'all remember when organization size was a flex In the AI era the new flex is most revenue with the fewest headcount"  
[X Link](https://x.com/danielnewmanUV/status/1978521034765590983) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T17:59Z 69.5K followers, 5712 engagements


"Remember when the masses lauded DeepSeek for training a model better than OpenAI using only X $INTC Pentium X chips and a Linksys router 😏😆"  
[X Link](https://x.com/danielnewmanUV/status/1961809731628028175) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-08-30T15:14Z 69.5K followers, 9886 engagements


"Red eye arrival in NYC. X hours time change. X hours sleep. Lets go. 😮💨😬"  
[X Link](https://x.com/danielnewmanUV/status/1971190677179715887) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-25T12:30Z 69.5K followers, 3290 engagements


"$SOFI someone knew something 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1975224396307710193) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T15:39Z 69.5K followers, 17.7K engagements


"$NVDA deal flow has been incredible. Here is a useful list of major AI chip deals from OpenAI $INTC $AMD $AVGO and more. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975585208423362873) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T15:33Z 69.5K followers, 6491 engagements


"Yes the $ORCL story is realreal nonsense.😬😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1975597500422918440) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T16:22Z 69.5K followers, 12.3K engagements


"$NVDA 🤝 xAI NVIDIAs next big move confirmed announcing plans to invest up to $2B equity in Elon Musks xAI in a raise of $XX Billion"  
[X Link](https://x.com/danielnewmanUV/status/1975709439970939175) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T23:46Z 69.6K followers, 25K engagements


"The AI rally is the most hated rally Ive seen but it doesnt mean its a bubble. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975908474300358805) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T12:57Z 69.5K followers, 10.7K engagements


"The big AI bets being made today by $GOOGL $MSFT $AMZN and others arent about 1-2 year horizons they are defending their business models 5-10 years into the future"  
[X Link](https://x.com/danielnewmanUV/status/1975952432606883854) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T15:52Z 69.5K followers, 25.6K engagements


"$GOOGL search accelerating XX% Y/Y. The entire ChatGPT is killing Google was and is next level nonsense. 😬😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1976657583688851783) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T14:34Z 69.5K followers, 33.5K engagements


"Momentary dip led me to buy more $CIFR $WULF and $BITF. Hard to believe this algorithmic headline selling will hold up. But a little cooling off isn't such a bad thing. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1976677315489959980) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T15:52Z 69.6K followers, 13.6K engagements


"Assuming Monday opens up bigly after the de-escalation most of retail will have missed the dip. 😬"  
[X Link](https://x.com/danielnewmanUV/status/1977424881273700597) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T17:23Z 69.5K followers, 22K engagements


"Monday may rip some faces off. Especially those that dove in short on the China escalation. 😬😳"  
[X Link](https://x.com/danielnewmanUV/status/1977432548474298849) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T17:53Z 69.5K followers, 36.7K engagements


"2029 will see nearly $X Trillion in AI Capex (CITI) with over $XXX Billion from $AMZN $META $GOOGL and $MSFT. Just one more $3+ Trillion AI investment call by 2030. Hard to bet against an investment boom like this. 💪🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977692874725593198) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T11:08Z 69.5K followers, 23K engagements


"Funny thing about all the bulls saying AI isnt a bubble and the bears saying it is In due time we will find out who is right and who isnt. Btw. It isnt a bubble and Im right. 😬😏 But if by some long shot Im wrong. Im willing to stand up and say Im wrong. 😮💨 Time will tell 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978292692972167214) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T02:51Z 69.5K followers, 9178 engagements


"Walking through a Vegas hotel+casino during a big tech event at 3:30AM heading to the gym is an absolute must experience for those that want to understand the reason Im perpetually long on human degeneracy. 🫣"  
[X Link](https://x.com/danielnewmanUV/status/1978458396979269699) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T13:50Z 69.5K followers, 6090 engagements


"The future of enterprise software is a ChatGPT experience with XXX% trusted governance compliance execution and security. $GOOGL $CRM $MSFT $NOW $IBM all chasing this. OpenAI working at this from the other direction. Not winner take all but winner take most. Game on"  
[X Link](https://x.com/danielnewmanUV/status/1978517925859336251) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T17:46Z 69.5K followers, 4185 engagements


"Didn't need the Fed to tell me this.Been here for a minute. 😏"  
[X Link](https://x.com/danielnewmanUV/status/1978524190727668131) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T18:11Z 69.6K followers, 8714 engagements


"Being short $HIMS is like being short AI. Sure there is a case but it isnt a good one. Peptides HRT and Personalized wellness/longevity are the AI of human evolution. No one has built a scale platform like HIMS and HERS to address this"  
[X Link](https://x.com/danielnewmanUV/status/1978532602878500870) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T18:45Z 69.5K followers, 12.7K engagements


"Think of how many things we said AI wasn't good at when ChatGPT first came out and think about now. It has only been X years. The speed of improvement continues to accelerate. Incredibly exponential times. Very exciting. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978556935113789742) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T20:21Z 69.5K followers, 3810 engagements


"@DollarCostAvg @StockSavvyShay @amitisinvesting $SOFI 😎"  
[X Link](https://x.com/danielnewmanUV/status/1978574779809513774) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T21:32Z 69.5K followers, XXX engagements


"5x Single Stock ETF 🤯 This is why Im always long degenerate humans. 😂"  
[X Link](https://x.com/danielnewmanUV/status/1978601446829596744) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T23:18Z 69.5K followers, 11.6K engagements


"@BenBajarin We had 30%. Didnt you tell me that was too high 😅🤣 Seems we are all underestimating 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978841781690110017) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T15:13Z 69.5K followers, XXX engagements


"$MU is highly undervalued here. All that $NVDA will need a whole lot of HBM. Micron will be the top choice if it can deliver the volume required. Mark it. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1949151815716778159) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-07-26T16:56Z 69.6K followers, 32.4K engagements


"$SAP getting a lift here. Will work with OpenAI to deliver sovereign AI in Germany. Expect more of these types of deals"  
[X Link](https://x.com/danielnewmanUV/status/1970844205884019079) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-24T13:34Z 69.6K followers, 2631 engagements


"Look forward to sitting down for a fireside chat to provide an outlook on the future of AI here at $PSTG Accelerate in NYC. T-minus one hour. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1971298917599019274) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-25T19:41Z 69.6K followers, 2859 engagements


"$IREN $WULF and $CIFR will be significant beneficiaries of the insatiable demand for AI energy + capacity"  
[X Link](https://x.com/danielnewmanUV/status/1972026113078841809) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-27T19:50Z 69.6K followers, 103.3K engagements


"THE FUTURUM AI FIFTEEN REBALANCE IS OUT Each company is scored using our proprietary AIRometer -- a composite signal that reflects both current evaluation & future trajectory across the AI stack. X. $AVGO Broadcom XXX X. $TSM Taiwan Semiconductor XXX X. $PLTR Palantir XXX X. $ASML ASML XXX X. $ORCL Oracle XXX X. $ALAB Astera Labs XXX X. $AMD Advanced Micro Devices XXX X. $NET Cloudflare XXX X. $CRWD Crowdstrike XXX XX. $PANW Palo Alto Networks XXX XX. $NBIS Nebius XXX XX. $NOW ServiceNow XXX XX. $SNOW Snowflake XXX XX. $MDB MongoDB XXX XX. $ARM Arm Holdings 7.1"  
[X Link](https://x.com/danielnewmanUV/status/1972471555608215953) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-29T01:20Z 69.6K followers, 38.5K engagements


"FUTURUM AI XX (Non-Mag 7) Rebalance is out. X. $AVGO Broadcom XXX X. $TSM Taiwan Semiconductor XXX X. $PLTR Palantir XXX X. $ASML ASML XXX X. $ORCL Oracle XXX X. $ALAB Astera Labs XXX X. $AMD Advanced Micro Devices XXX X. $NET Cloudflare XXX X. $CRWD Crowdstrike XXX XX. $PANW Palo Alto Networks XXX XX. $NBIS Nebius XXX XX. $NOW ServiceNow XXX XX. $SNOW Snowflake XXX XX. $MDB MongoDB XXX XX. $ARM Arm Holdings XXX X Honorable mentions $OKLO $MU $RBRK $CRM $IBM $IREN"  
[X Link](https://x.com/danielnewmanUV/status/1972660048057786726) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-29T13:49Z 69.6K followers, 40.8K 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) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-29T16:49Z 69.6K followers, 33.8K engagements


"$CIFR is cooking. Insatiable AI and Energy demand is very good for this name. 📈🐂"  
[X Link](https://x.com/danielnewmanUV/status/1973782524657893476) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-02T16:09Z 69.6K followers, 45.4K engagements


"Let's go Join us now. Futurum Equities Podcast Episode #16 $NFLX $MELI $RDDT $RKLB $ASTS $EOSE $CLPT $NVDA $QCOM $AVGO $SOFI $IREN $NBIS $CIFR $TSLA $INTC $OSCR $MU $PFE 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1974160707521519995) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-03T17:12Z 69.6K followers, 23K engagements


"$IREN next up. Multi-year cloud deals for its 23k GPUs + power. 💪🏻 Been banging on this one and $CIFR. Right now feels like every bit of compute and energy capacity that can be built will be sold. Its an absolute arms race. Securing power and compute will determine the winners X and 10+ years in the future"  
[X Link](https://x.com/danielnewmanUV/status/1975534106533396887) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T12:10Z 69.6K followers, 22.5K engagements


"$DELL just raised its long-term outlook ahead of its Investor Day in NYC. Revenue growth now XX% (was 34%) EPS growth 15%+ (was 8%) Stock is up X% premarket 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1975548740040794115) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T13:08Z 69.6K followers, 17.6K engagements


"The $ORCL is losing bigly on its $NVDA story feels a bit misleading. At first blush it looks like standing up the equipment and timing of purchase versus deployment is the cause not a lack of demand or pricing power. Feels misleading at best and pure FUD at worst"  
[X Link](https://x.com/danielnewmanUV/status/1975587774704329073) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T15:43Z 69.6K followers, 36.8K engagements


"The worst kept secret in tech. Advanced $NVDA and other chips have absolutely found their way into China. 😬"  
[X Link](https://x.com/danielnewmanUV/status/1975630109546836093) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T18:31Z 69.6K followers, 12.9K engagements


"I struggled with OpenAI eyewatering valuation for a long time. But the reason was I only saw the business as the LLM's and not what it is setting up to be. The recent wave of OpenAI deals is structurally setting it up to be the world's largest AI hyperscaler AND with its models it is also setting up to be the world's largest AI software company. The bet here is asymmetric but Sam is selling the vision of one provider to rule them all powered by models infrastructure and eventually AGI. It is a bold bet but the oversubscribed investments in each round prove that investors think this is"  
[X Link](https://x.com/danielnewmanUV/status/1975937831894757632) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T14:54Z 69.6K followers, 12K engagements


"$CIFR delivers what AI needs. Energy + Compute. The run was and is to be expected. 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1975983784790261806) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T17:57Z 69.6K followers, 24.1K engagements


"$AMD deal with OpenAI was kind of brilliant. 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1976034369677770934) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T21:18Z 69.6K followers, 13.6K engagements


"This or That featuring $NVDA $AMD $AVGO $TSM $INTC and more. My picks👇 rapid fire"  
[X Link](https://x.com/danielnewmanUV/status/1976075265068675397) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T00:00Z 69.6K followers, 18.9K engagements


"Opening a new position in the AI + Energy + Mining space tomorrow $CIFR $IREN and This is not zero sum. Its all hands on deck"  
[X Link](https://x.com/danielnewmanUV/status/1976095865317286117) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T01:22Z 69.6K followers, 79.8K engagements


"TBC already in $CIFR $IREN so adding a 3rd"  
[X Link](https://x.com/danielnewmanUV/status/1976104993376907575) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T01:58Z 69.6K followers, 8967 engagements


"$WULF position locked 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1976284563333841008) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T13:52Z 69.6K followers, 12.3K engagements


"May have nibbled on some $BITF too. Too intriguing not to 😏"  
[X Link](https://x.com/danielnewmanUV/status/1976290759168176612) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T14:16Z 69.6K followers, 20.1K engagements


"$MSFT cloud success over the past few years is highly correlated to its aggressive investment in $NVDA. Longer term in-house infrastructure may be valuable but the first wave has been built on NVIDIA and he who has the capacity has seen the growth. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1976346949751341098) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T18:00Z 69.6K followers, 12.6K engagements


"$INTC Panther Lake is a big moment for Intel AND Intel Foundry. Being able to build its next generation AI PC Platform on 18A is a leap forward for the company. Deserves recognition for execution since we always gave criticism when it didn't. Onward. 👏"  
[X Link](https://x.com/danielnewmanUV/status/1976353856062882305) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T18:27Z 69.6K followers, 13.7K engagements


"Futurum's AI Cloud Platform Signal is out. Our Top X. X. $GOOGL 🥇 X. $MSFT 🥈 X. $AMZN 🥉 Read the overall rankings and heatmaps 👇"  
[X Link](https://x.com/danielnewmanUV/status/1976355452696003057) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T18:33Z 69.6K followers, 22.6K engagements


"$NVDA says $3-4 Trillion AI Infrastructure by 2030 powered by accelerated compute Generative AI Agentic AI and Physical AI. This is an ANNUAL number. If the real number is even close there is a lot of room to run in this bull market. 🐂🚀"  
[X Link](https://x.com/danielnewmanUV/status/1976432230928089366) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T23:38Z 69.6K followers, 29.7K engagements


"Semiconductors eat the world. Not the other way around. Dont be this guy 😬😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1976438961175396732) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T00:05Z 69.6K followers, 10.4K engagements


"Adding $WULF and $BITF to the portfolio yesterday feels like a just in time moment :) Ripping today"  
[X Link](https://x.com/danielnewmanUV/status/1976653174611366347) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T14:16Z 69.6K followers, 11.2K engagements


"Market selling off on Tariff news. We know how this story ends"  
[X Link](https://x.com/danielnewmanUV/status/1976673800193540341) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T15:38Z 69.6K followers, 207.1K engagements


"That X% Nasdaq correction that so many people had been waiting for finally arrived. 😬"  
[X Link](https://x.com/danielnewmanUV/status/1976739552548282438) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T20:00Z 69.6K followers, 20.4K engagements


"All the people asking if it was too late to buy $CIFR or $IREN after the run it had. Here is another chance. China Tariff news has no bearing on AI capacity or energy demand. NFA😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1976770618617217162) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T22:03Z 69.6K followers, 56.8K engagements


"$QCOM is just another pawn in U.S. / China political nonsense. $NVDA $AMD $MU all impacted by this. Nothing to see here 🙈"  
[X Link](https://x.com/danielnewmanUV/status/1976792124638281970) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-10T23:29Z 69.6K followers, 6779 engagements


"$SOFI finished the week up more than 1.7%. Lets keep perspective my friends. The sky isnt falling. 👏🏻💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977087144545206344) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T19:01Z 69.6K followers, 9247 engagements


"$ORCL will do very well with its $NVDA Blackwell investment. The FUD this week was nothing more than that. 😬👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977114868827529513) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T20:51Z 69.6K followers, 7719 engagements


"2 important themes. One image $TSM is an amazing company continuously gaining share and has more than XX% of advanced the semiconductor manufacturing market. Also. Why $INTC so desperately needs to succeed for the sake of efficient markets supply chain resilience and western exceptionalism. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1977125215252455864) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T21:32Z 69.6K followers, 18.2K engagements


"AI will add $15-20 trillion to the global economy by 2030. 4-5x larger than the digital economy today. Hence Ill worry when the AI bubble is about 75-100x the size of the internet bubble. Onward 👊🏻😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1977184283539521720) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-12T01:27Z 69.6K followers, 22.8K engagements


"Sometimes I tried to tell everyone. Wondering who listened 🤓 Broadcom is the custom chip rocket ship. $AVGO 🤝 OpenAI in XX GW Chip Deal. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977725458474033538) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T13:17Z 69.6K followers, 8637 engagements


"$AVGO OpenAI deal another reminder the AI chip race isnt zero sum. It is all hands on deck. $NVDA + $AMD + Broadcom to meet the insatiable demand. There will be many winners here. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977735080534548558) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T13:56Z 69.6K followers, 7479 engagements


"$BITF having one for the ages and it feels like it is just getting going. Insatiable AI demand requires all hands on deck. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977767922056794545) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T16:06Z 69.6K followers, 79.5K engagements


"Next XX hours Austin Vegas SFO for: $DELL Analyst Summit $NTAP Insight $ORCL AI World $CRM Dreamforce Home by Weds night. ✈ Whats the over under on times Ill hear AI 😬😅"  
[X Link](https://x.com/danielnewmanUV/status/1977813766890017037) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T19:08Z 69.6K followers, 6263 engagements


"Remember all the way back to Sunday when I said today may be a rip your face off kind of rally Holy AI utilities. $IREN $CIFR $BITF 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977815082559254611) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T19:13Z 69.6K followers, 20.2K engagements


"Quantum may be early in its commercial feasibility but the inflows government deals and industry investments ( $NVDA etc) into quantum names $IONQ (hold this name) $RGTI $CCCX etc suggest that the market (whether it understands quantum or not) firmly believes the technology will improve and will play a meaningful role in the future of technology and society"  
[X Link](https://x.com/danielnewmanUV/status/1977817266067501379) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T19:22Z 69.6K followers, 22.6K engagements


"I am hearing the exact same thing. No one is questioning demand. Its an absolute arms race. The concern is all about capacity resources and labor. We literally cannot build AI demand to meet the need. Everything that can be built will be consumed. Its a gold rush. 💥"  
[X Link](https://x.com/danielnewmanUV/status/1977918355886555386) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T02:04Z 69.6K followers, 66.4K engagements


"Memory capacity is also massively constrained. Companies that didnt buy in advance are toast. Prices are going to soar on any remaining capacity. $MU has ultimate pricing power. This memory cycle is different. Watch 👀🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977926116716212362) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T02:35Z 69.6K followers, 11.3K engagements


"$AMD biggest winner of past two weeks. OpenAI deal + $ORCL. $NVDA still set up to be the long term winner by revenue/margin dollars. $AVGO has absolutely cornered the XPU opportunity. Amazing. Not a zero sum game. Will keep saying this until people stop trying to make it one. 💪🏻😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1978104600487223402) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T14:24Z 69.6K followers, 20.9K engagements


"$WULF investors like What offering Amazing conviction here. Glad I already came in. The capacity boom is a magnet for capital now. Almost too fast. Almost 😅"  
[X Link](https://x.com/danielnewmanUV/status/1978105631354548723) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T14:28Z 69.6K followers, 4528 engagements


"$SOFI you are still near and dear to my heart even if I have gotten a little distracted by $CIFR 😂"  
[X Link](https://x.com/danielnewmanUV/status/1978172284058685712) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T18:53Z 69.6K followers, 11.7K engagements


"$AMD has had an incredible X weeks with its $ORCL and OpenAI deals. $NVDA still dominates GPU share and we dont see that changing. But AMD has turned a corner that many had said it couldnt. 👊🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978210719524073585) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T21:26Z 69.6K followers, 25.3K engagements


"Larry Ellison $ORCL AI World keynote begins in just a few minutes. Ive never seen this much energy at an Oracle event. Completely different vibe. Almost GTC like enthusiasm. Its all in AI strategy has transformed this company. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978212208279744888) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T21:31Z 69.6K followers, 7177 engagements


"The smartest engineers I know are spending their own fortunes to build and train these AI models. $ORCL Chairman Larry Ellison Went on to share that in the Internet bubble the pioneers werent laying their own fortune to build the fugitive. This is the highest value technology weve ever seen"  
[X Link](https://x.com/danielnewmanUV/status/1978216566597853392) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T21:49Z 69.6K followers, 21.4K engagements


"What Larry Ellison says $ORCL is looking to solve with AI. Very focused on health and food supply. We (society) will live better lives and eat better foods Lets just say he is quite bullish. And why wouldnt he be 😏"  
[X Link](https://x.com/danielnewmanUV/status/1978229368787738927) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T22:40Z 69.6K followers, 7267 engagements


"Good morning to all my friends long AI and AI utilities. $CIFR $IREN $WULF $BITF looking good in the pre-market. Lets hope this isnt more PM fuckery. 😏👊🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978421647334949318) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T11:24Z 69.6K followers, 33.5K engagements


"Another day. Another big bet on AI as $NVDA $MSFT Blackrock and xAI put in $XX Billion to takeover Aligned Datacenters from Macquarie Asset Management. All capacity will be bought up. As fast as it can be done. Bubble bears will be wrong. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978435303934202276) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T12:18Z 69.6K followers, 8746 engagements


"So retail however concentrated now hold XX% of U.S. equities. Retail is changing the game and increasingly exerting its influence on the market. Very promising. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978445396733985244) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T12:58Z 69.6K followers, 6752 engagements


"An AI bubble bear told me yesterday that they are committed to their opinion as a means to protect retail investors from losing big when the AI bubble bursts. I mean yes at some point there will be a drawdown even if it isnt an explosion. We can all agree on this. But on the other side of the coin many retail investors in names like $NVDA $ALAB $AMD $EOSE $IREN have seen returns in the hundreds or even the thousands of percent in the multi year rise that has come from this AI boom. In many cases even if there is a 50-70% drawdown and these retail investors never sell a share they would still"  
[X Link](https://x.com/danielnewmanUV/status/1978465073686548887) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T14:16Z 69.6K followers, 13.9K engagements


"One year ago this week. What massive change for both $INTC and $AMD since this photo was taken"  
[X Link](https://x.com/danielnewmanUV/status/1978515435512266800) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T17:36Z 69.6K followers, 8918 engagements


"@StPeteBrando Agree but a very specific talent archetype"  
[X Link](https://x.com/danielnewmanUV/status/1978529610418520117) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T18:33Z 69.6K followers, XX engagements


"$CRM Investor and Financial Analyst Summit kicks off. Important inflection for Salesforce and the SaaS industry at large"  
[X Link](https://x.com/danielnewmanUV/status/1978553019676401865) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T20:06Z 69.6K followers, 5600 engagements


"$HIMS I love it when CEOs let us know they are paying attention. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978569105704620142) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T21:10Z 69.6K followers, 18.8K engagements


"The interdependence between US and China is so high. No one holds all the cards. The bark is worse than the bite and at some point the market needs to stop the nonsense and understand this is all part of finding a path forward"  
[X Link](https://x.com/danielnewmanUV/status/1978835614221938983) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T14:49Z 69.6K followers, 19.3K engagements


"@BenBajarin Well. Depends what we add in and the pricing power but I get your point 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1978845257862111429) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T15:27Z 69.6K followers, XXX engagements


"$TSM sees AI XPU growth at mid XX% range from now to 2029. This is extremely bullish for $AVGO and $MRVL and a few others. We had XX% in our last XPU forecast and that will be updated as we continue to see strong upside for custom AI"  
[X Link](https://x.com/danielnewmanUV/status/1978906090436718828) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T19:29Z 69.6K followers, 3685 engagements


"@COentrepreneur Smarty 🤓"  
[X Link](https://x.com/danielnewmanUV/status/1979012743609934125) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T02:33Z 69.6K followers, XX engagements


"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) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-15T21:44Z 69.7K followers, 37.1K engagements


"$SOFI $IREN $HOOD and just about every other ticker ripping overnight 😮💨🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977534231007179147) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T00:37Z 69.7K followers, 37.5K engagements


"$TSM Executes on Every Metric as Expected 💪🏻 Sales $33.1B vs Est. $31.5B EPS $XXXX vs Est. $XXXX Gross margin XX% vs Est. XX% Net income $15.1B vs Est. $13.9B Advanced nodes (7nm) were XX% of wafer revenue Q4 Guidance Sales $32.8B vs Est. $32.0B Gross margin XX% vs. Est. XX% Operating margin XX% Also: Still not a bubble 😏😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1978800163549237418) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T12:28Z 69.7K followers, 5976 engagements


"$ORCL AI Economics 💰 X GW = $XX Billion Revenue GM = XX% This seems more profitable than the XX% story that hit a week or two ago. Furthermore costs are going down with each implementation which will drive margins up. Hard not to re-rate Oracle to the upside here"  
[X Link](https://x.com/danielnewmanUV/status/1978881999675805703) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T17:53Z 69.7K followers, 18.1K engagements


"$NVDA is the best AI play by an inconceivable margin. $GOOGL is wildly undervalued and has a lot more AI horsepower than it is given credit for. $AAPL is a cash machine that has a deservedly terrible narrative after fumbling its AI strategy for 2+ years"  
[X Link](https://x.com/danielnewmanUV/status/1949544434896421010) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-07-27T18:56Z 69.7K followers, 195.4K engagements


"Stay with me here $AVGO will work on the $ARM AI Chip which is the OpenAI AI Chip which will be the $ORCL AI Chip and the Stargate AI Chip. And $INTC will be the Fab. Not XXX% but increasingly me thinks so"  
[X Link](https://x.com/danielnewmanUV/status/1963724922259227074) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-04T22:04Z 69.7K followers, 51.2K engagements


"U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY 2028 X Power Players to watch: $NNE grid buildout $CCJ uranium supply $VRT power & cooling $VST grid generation $LEU enriched uranium fuel $CEG nuclear baseload $EOSE long-duration storage"  
[X Link](https://x.com/danielnewmanUV/status/1972061844371394691) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-27T22:12Z 69.7K followers, 110.6K engagements


"AI COMPANIES BY MARGIN (best to worst) Unicorn (40%+) $NVDA $AVGO $CIFR $TSM $CRDO Elite (30-39%) $ARM $ALAB $CDNS $KLAC $MSFT $MU $GOOGL $SNPS $MRVL $ORCL Good (20-29%) $ASML $LRCX $IREN Solid (0-20%) $AMD $AMZN $INTC Negative (0%) $NBIS $CRWV"  
[X Link](https://x.com/danielnewmanUV/status/1972427282024103941) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-09-28T22:24Z 69.7K followers, 67.5K engagements


"$AMD 🤝 OpenAI in a massive 6GW compute agreement to supply Helio Rack Scale. The AI party continues and OpenAIs chase to meet the massive capacity requirements it expects goes on. 💪🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1975154163484119549) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-06T11:00Z 69.7K followers, 12.3K engagements


"$QCOM is a name I like over the next 4-6 quarters to capitalize on physical AI robotics and Autonomy. This Arduino deal scales the physical AI and IoT play while giving Qualcomm a community of XX million developers working on high volume edge IoT and robotics hardware + software. I keep sayingit will take some time but Qualcomm has the portfolio in all the areas that could change how its valued substantially. 👀"  
[X Link](https://x.com/danielnewmanUV/status/1975567349789937765) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-07T14:22Z 69.7K followers, 30K engagements


"$IREN and $CIFR enthusiasm is being driven by the insatiable demand for AI capacity and there is no demand ceiling at this point. 🚀 Why I have positions in both. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975720302824075361) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T00:30Z 69.7K followers, 59.6K engagements


"$MU has been a pound the table name. The memory boom bust cycle will be far less volatile in the AI era. Mark it. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1975725935199723957) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T00:52Z 69.7K followers, 11.1K engagements


"All roads lead to $NVDA"  
[X Link](https://x.com/danielnewmanUV/status/1975949548746146236) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-08T15:40Z 69.7K followers, 35.1K engagements


"$CIFR is my number one AI utility play. No further explanation needed"  
[X Link](https://x.com/danielnewmanUV/status/1976398425286668406) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-09T21:24Z 69.7K followers, 115.3K engagements


"Whoa $IREN retail investors with stop losses got absolutely blown out in a flash crash. Have to be careful using stop losses on high beta stocks. 👀"  
[X Link](https://x.com/danielnewmanUV/status/1976833014329229827) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T02:11Z 69.7K followers, 132.1K engagements


"DATA CENTERS ESTIMATED TO UTILIZE XX% OF U.S. POWER BY 2030 X names that should benefit via Futurum Equities: $NEE grid buildout $CCJ uranium supply $VST grid generation $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"  
[X Link](https://x.com/danielnewmanUV/status/1976989226592805145) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T12:32Z 69.7K followers, 67.3K engagements


"$AMD + OpenAI deal should move AMD GPU market share at or north of X% in 2026. Adjusted up from 5-6% expected prior"  
[X Link](https://x.com/danielnewmanUV/status/1977046708950295034) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-11T16:20Z 69.7K followers, 15.8K engagements


"$1 Trillion in semis by 2030. 👀 An AI powered super-cycle driven by innovation in datacenters robotics autonomy edge PCs and handsets. The next X years will prove to be a monster for $TSM $NVDA $AVGO $AMD $ARM $MU $MRVL $INTC $QCOM and more. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1977703285579448792) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T11:49Z 69.7K followers, 17.9K engagements


"An $ORCL + $CIFR capacity announcement at Oracle AI World would be absolutely delicious. 🤌🏻🤞🏻"  
[X Link](https://x.com/danielnewmanUV/status/1977743306277740615) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T14:28Z 69.7K followers, 45.5K engagements


"$IREN was a top pick in our recent AI XX as we rebalanced our research for a massive wave of AI utility deals"  
[X Link](https://x.com/danielnewmanUV/status/1977771027397833118) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T16:18Z 69.7K followers, 40.2K engagements


"$NVDA $AMD + $AVGO announced XX GW in Chip deals with OpenAI in the last X weeks. And yet $TSM is the biggest winner here. 😏 Just in case you didnt know. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1977831718599156187) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-13T20:20Z 69.7K followers, 9956 engagements


"I guess next Monday we get the $INTC + OpenAI deal announced 😏😂"  
[X Link](https://x.com/danielnewmanUV/status/1977896711554052608) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T00:38Z 69.7K followers, 18.1K engagements


"Remember when I said $ARM and $AVGO would work on the OpenAI chip👏🏻 Now we just need it fabbed out at $INTC for $ORCL and Stargate and I will officially be a fortune teller 🔮"  
[X Link](https://x.com/danielnewmanUV/status/1977912113315160129) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T01:39Z 69.7K followers, 17.2K engagements


"AI utilities including $EOSE $NBIS $WULF $CIFR $CRWV $APLD $IREN all expected to see explosive revenue growth next year. 🚀 Hard to imagine betting against this growth and momentum. 😬"  
[X Link](https://x.com/danielnewmanUV/status/1978069860681675160) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T12:06Z 69.7K followers, 181.2K engagements


"$AMD gets another massive commit from $ORCL with a 50k GPU commit starting in 2026. Such an important win for AMD following the OpenAI deal. 👏🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978074433483895120) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T12:24Z 69.7K followers, 17K engagements


"How am I playing the AI utility trade Easy peezy Top X $IREN $CIFR $WULF. but $BITF is my X in case you were wondering. 👊🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978168374589825423) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-14T18:37Z 69.7K followers, 86.3K engagements


"Brad Gerstner interview on CNBC this morning is very good. Explains the Bubble theory and the OpenAI deals and financing extremely saliently. This will break the bears brains. But Im okay with this. 😎"  
[X Link](https://x.com/danielnewmanUV/status/1978432583458586764) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T12:07Z 69.7K followers, 9626 engagements


"I like what Brad Gerstner said about the AI bubble hype. And I paraphrase When literally every show every interview every headline is asking or suggesting we are in a bubblethat is a pretty good indicator that we are not in a bubble. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1978445915108057272) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T13:00Z 69.7K followers, 8252 engagements


"Its very realistic that OpenAI will have 2-3 Billion users and $100-150 Billion in annual revenue by 2030. All of the questions about how it will pay for its commits to $NVDA $AMD $AVGO etc will all fade away if it grows revenue and users at that rate. With nearly a billion users already I think too many are underestimating its growth"  
[X Link](https://x.com/danielnewmanUV/status/1978456772047261753) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T13:43Z 69.7K followers, 8998 engagements


"$CRM Dreamforce is absolutely wall to wall. The enterprise software bull case IRL 😎"  
[X Link](https://x.com/danielnewmanUV/status/1978504066649973097) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T16:51Z 69.7K followers, 4518 engagements


"As I have been saying. Premarket Fuckery. $IREN $CIFR $WULF all deep green to red. Never trust the premarket. 😬😅"  
[X Link](https://x.com/danielnewmanUV/status/1978516360889057617) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T17:40Z 69.7K followers, 23.4K engagements


"OpenAI 2026 Revenue Projection $XX Billion Anthropic 2026 Revenue Projection $XX Billion Wild how fast Anthropic is growing and doing so without a whole lot of press or capex (compared to OpenAI)"  
[X Link](https://x.com/danielnewmanUV/status/1978523939434356786) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T18:10Z 69.7K followers, 15.1K engagements


"Whoa. $CRM just announced a $60+ Billion revenue target and it will achieve Rule of XX growth by 2030. That level of execution would mean Salesforce is HIGHLY UNDERVALUED here and indicates it is betting big it can win the agentic layer of the enterprise"  
[X Link](https://x.com/danielnewmanUV/status/1978577485026509101) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T21:43Z 69.7K followers, 30.9K engagements


"$CRM pushing a leaner Agentic Enterprise narrative. Nearly doubling operating margin in X years. This will be heavily driven by AI + lower headcount"  
[X Link](https://x.com/danielnewmanUV/status/1978579910093357380) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-15T21:53Z 69.7K followers, 7264 engagements


"$NVDA is not a bubble. Nor are the Mag X or many names powering the AI boom. But there can be names dragged along in high growth times like this which are full of speculation and excitement. (And risk) Like this lengthy list of companies with a billion+ dollar market cap and no revenues. $RGC Regencell Bioscience $QMMM QMMM $DGNX Diginex $TMC TMC the metals company $OKLO Oklo $TMQ Trilogy Metals $ASTS AST SpaceMobile $RGTI Rigetti Computing $QS QuantumScape $CRML Critical Metals $LAC Lithium Americas $PPTA Perpetua Resources $USAR USA Rare Earth $JOBY Joby Aviation $NNE NANO Nuclear Energy"  
[X Link](https://x.com/danielnewmanUV/status/1978623159202148443) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T00:44Z 69.7K followers, 11.5K engagements


"Remember the DeepSeek moment that caused $NVDA to drop XX% and the company to lose $XXX Billion in market cap in one day That really was some first class nonsense and the talk track that persisted for weeks about the end of the infrastructure couldnt have been more wrong. Glad a few of us made it our mission to right that wrong. 👊🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978645288194839018) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T02:12Z 69.7K followers, 19.9K engagements


"If I were $AAPL I would start promoting my lowest performers into top AI roles knowing $META would probably poach them. Great way to cut fat and punk your competition. And the quality of the AI products would be unchanged. 😂🤣"  
[X Link](https://x.com/danielnewmanUV/status/1978669209161777591) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T03:47Z 69.7K followers, 4550 engagements


"$ADBE is a great example of market disconnect. Business is performing well but the market is telling you it isn t buying it. Adobe is squarely in the middle of the negative SaaS narrative and has its work cut out to prove they can make the pivot. 👀"  
[X Link](https://x.com/danielnewmanUV/status/1978793679931236756) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T12:02Z 69.7K followers, 7964 engagements


"$SOFI Galileo 🤝 $AMZN AWS to partner to build the future of FinTech Applications on the AWS platform. 👏🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1978818680696807432) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T13:41Z 69.7K followers, 20.7K engagements


"$TSM expanding 2nm in Arizona to meet surging AI demand. Because AI demand is real. Sorry bubble bears. 🐻😅"  
[X Link](https://x.com/danielnewmanUV/status/1978821074939723938) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T13:51Z 69.7K followers, 11.4K engagements


"Remember on days like today that absolutely nothing has changed with the AI demand story. The hard selling of names like $IREN and $CIFR is just normal market turbulence. Onward 👊🏻💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978861185005969640) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T16:30Z 69.7K followers, 84K engagements


"$ORCL OCI updated X year CAGR from XX% to XX% delivering $XXX Billion by FY 2030.👏🏻🚀 AI demand = everything that can be built will be sold"  
[X Link](https://x.com/danielnewmanUV/status/1978890163603337513) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T18:25Z 69.7K followers, 16.8K engagements


"$TSM sees AI Accelerator growth at mid XX% range from now to 2029. This is extremely bullish for $AVGO and $MRVL and a few others. This also would put the CAGR of GPU up considerably as we had seen it fall to XX% by 2029 so this would also push the $XXX Billion of GPU in 2029 considerably higher. This of course is strong upside for $NVDA and $AMD We had XX% in our last XPU forecast and that will be updated as we continue to see strong upside for custom AI and all of this means tremendous upside for $MU and for $TSM (of course)"  
[X Link](https://x.com/danielnewmanUV/status/1978909556236272110) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T19:42Z 69.7K followers, 8254 engagements


"$CIFR ultra low cost access to power provides a great competitive advantage for it and its future partners. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1978936809875800201) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T21:31Z 69.7K followers, 35.6K engagements


"Tech earnings will be very very good. 😮💨 ThereI just saved you hours of reading and watching analyst interviews. 😬😏"  
[X Link](https://x.com/danielnewmanUV/status/1978944785030266951) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-16T22:02Z 69.7K followers, 16.9K engagements


"Anthropic 🤝 $GOOGL TPU 😳🧐"  
[X Link](https://x.com/danielnewmanUV/status/1979012555252121843) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T02:32Z 69.7K followers, 6963 engagements


"The regional bank and private credit issues are real. But the system is more than capable of absorbing the stupidity. What Im watching is going to be the earnings of tech over the next few weeks. With rate cuts coming a strong slate of tech earnings should buoy some short term instability. My read: they want you to be scared. Rather be vigilant. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1979140587765797197) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T11:01Z 69.7K followers, 14.5K engagements


"Reminder that $TSM earnings couldnt be more bullish for the AI demand outlook. TSMC guide is one of the best indications of what lies ahead in technology. 💪🏻🚀"  
[X Link](https://x.com/danielnewmanUV/status/1979155667098227021) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T12:00Z 69.7K followers, 8953 engagements


"AI is the engine of growth. All in. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1979179716922810812) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T13:36Z 69.7K followers, 13.2K engagements


"Yup. $GOOGL TPU as merchant silicon is happening"  
[X Link](https://x.com/danielnewmanUV/status/1979215150788829307) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T15:57Z 69.7K followers, 20.5K engagements


"$HIMS has been wild this week. Momentary short squeeze followed by an absolute mollywhopping today. Adding via options here. 👊🏻😬"  
[X Link](https://x.com/danielnewmanUV/status/1979227945181815265) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T16:48Z 69.7K followers, 11.7K engagements


"$CIFR early Christmas sale today was too good to pass up. Adding here. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1979257114930389463) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T18:44Z 69.7K followers, 23.8K engagements


"I get asked about calls and options a lot. I dont buy calls in companys I invest in. I buy common. But I do use options to hedge positions or play volatility. For instance today I wrote $HIMS 24/18 Put Spreads for March 2026 and collected $.80 per share on the spread. I doubt that I will be assigned these shares but the high IV today drove premiums up and I would gladly buy more HIMS in this price window if it fell this far. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1979259352923148432) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T18:52Z 69.7K followers, 7571 engagements


"I freaking knew it. 😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1979273024328073328) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T19:47Z 69.7K followers, 10.1K engagements


"Ill save you XX minutes. Not a bubble. 😏😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1979291681645117449) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T21:01Z 69.7K followers, 7804 engagements


"$DELL Tech Club @ F1. Great way to close out the week. 🏎"  
[X Link](https://x.com/danielnewmanUV/status/1979304253916106954) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-17T21:51Z 69.7K followers, 10.9K engagements


"Do people think that calling me bald bothers me I havent had hair in XX years. I know Im bald. And jacked 😂😮💨"  
[X Link](https://x.com/danielnewmanUV/status/1979346087795396888) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-18T00:37Z 69.7K followers, 18.4K engagements


"$NVDA 🤝 $TSM now producing Blackwell in the U.S.A. Amazing progress. Love this country. ❤"  
[X Link](https://x.com/danielnewmanUV/status/1979550169315365109) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-18T14:08Z 69.7K followers, 5583 engagements


"Big tech earnings will be the Prove it moment for AI demand with names like $MSFT $GOOGL and $AMZN showing how real this trend is. 💪🏻"  
[X Link](https://x.com/danielnewmanUV/status/1979555482538008819) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-18T14:29Z 69.7K followers, 9235 engagements


"Are we overbuilding No. Are we building enough Maybe. All the capacity that can be built will be sold. This is why Im in names like $IREN and $CIFR and why every AI chip $NVDA $AMD and $AVGO build is spoken for"  
[X Link](https://x.com/danielnewmanUV/status/1979597728473661860) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-18T17:17Z 69.7K followers, 50.5K engagements


"Pretty sure a Fulham defender could just randomly pick up the ball in their own box and PGMOL still wouldnt give Arsenal the pen. 😬🤯"  
[X Link](https://x.com/danielnewmanUV/status/1979609850150621490) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-18T18:05Z 69.7K followers, 3922 engagements


"If $ZETA can consistently deliver 5:1 AI ROI on its platform then it should be an absolute darling of this AI boom. Watching. 👀"  
[X Link](https://x.com/danielnewmanUV/status/1979660423348846672) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-18T21:26Z 69.7K followers, 8060 engagements


"I believe this would have happened on Chinas terms eventually. I think it is better that it happened on ours. $NVDA is still at the core of Chinas AI development. Maybe (yes maybe) China is now building on its Huawei chips but I have my doubts Meanwhile I believe U.S. chip technology leads the world and will be diffused in nearly every critical market outside of China. Mark it. 👊🏻"  
[X Link](https://x.com/danielnewmanUV/status/1979682385693135293) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-18T22:53Z 69.7K followers, 18.1K engagements


"PS. Im super skeptical $NVDA is out in any way of the meaningful stuff. No way its all Being done on Huawei. No way"  
[X Link](https://x.com/danielnewmanUV/status/1979712685697835032) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-19T00:54Z 69.7K followers, 2102 engagements


"@meeijer McLaren"  
[X Link](https://x.com/danielnewmanUV/status/1979734237206266095) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-19T02:19Z 69.7K followers, XXX engagements


"AI powered margin is largely benefitting energy chips and infrastructure today. Deals like OpenAI + $WMT and $CRM will drive revenue acceleration and cost efficiencies for enterprise which is the next phase for AI consuming the expanded capacity we are building. 🚀"  
[X Link](https://x.com/danielnewmanUV/status/1979909563110343055) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-19T13:56Z 69.7K followers, 4000 engagements


"Me buying $HOOD and $HIMS in March and April. And this past week buying $CIFR and $WULF on the daily fuckery"  
[X Link](https://x.com/danielnewmanUV/status/1980016673735250054) [@danielnewmanUV](/creator/x/danielnewmanUV) 2025-10-19T21:02Z 69.7K followers, 1607 engagements