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[@danielnewmanUV](/creator/twitter/danielnewmanUV)
"$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


"$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


"New @SixFivePodcast w/ @PatrickMoorhead Ep XX talking @Qualcomm makes bid to acquire @Veoneer Plus L4 truck demo @MarvellTech acquires @InnoviumInc @Google Tensor chips @NVIDIA Base Command @Intel IDM XXX. $GOOG $NVDA $QCOM $HCIC $INTC $MRVL $VNE"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1423665508033966085) 2021-08-06 15:21:22 UTC 57.3K followers, XX engagements


"After Liberation Day as the panicans ran for cover😱 I pounded the table and went on an April buying spree of👇🏻 $HOOD +189% $HIMS +98% $SOFI +121% Feeling pretty good about that decision. 🤓 What did you buy"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1943624112536232177) 2025-07-11 10:51:13 UTC 57.2K followers, 3070 engagements


"$GOOGL More confirmation data that OpenAIs early lead does not guarantee its succeed nor does it confirm Googles demise. Google is the better bet here. Mark it"  
![@danielnewmanUV 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 57.5K followers, 4068 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 57.5K followers, 48.4K 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 57.4K followers, 3271 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 57.5K followers, 2344 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 57.3K followers, 4393 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 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 57.5K followers, 17.7K 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 57.5K followers, 16.6K 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 57.5K followers, 2616 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 57.5K followers, 6435 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, 3635 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


"$MSFT and OpenAI feud is larger than most realize. 🥊"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1945961487983358212) 2025-07-17 21:39:07 UTC 57.2K followers, 4439 engagements


"The XX biggest beneficiaries of the Big Beautiful Bill. X. $NVDA NVIDIA X. $TSM Taiwan Semi X. $PLTR Palantir X. $AVGO Broadcom X. $RKLB Rocket Lab X. $ASTS AST SpaceMobile X. $EOSE Eos Energy X. $MU Micron X. $VRT Vertiv XX. $OKLO Oklo New Signal from our @FuturumEquities 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 57.3K followers, 19.1K engagements


"It is XXX% ok to own $NVDA $AMD and $AVGO. These three companies will makeup the lions share of a TRILLION+ TAM for AI chips by 2030. Zero Sum is DUMB. 🙏🏻🔥"  
![@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 57.5K followers, 109K 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 57.5K followers, 24.3K 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 57.5K followers, 3123 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 57.5K followers, 19.4K 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


"$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 57.2K followers, 5168 engagements


"$NVDA doesnt have to slip for $AMD to succeed. $AVGO doesnt have to lose a single customer for $MRVL to 10x its custom AI business. $GOOGL can successfully transition to the AI powered search era even if OpenAI continues to see significant growth. $HOOD and $SOFI are both investable and have very different customer appeal. $HIMS doesnt need $NVO to succeed in delivering customized tech powered healthcare experiences. Zero sum may be good for headlines but such thinking is such a limiter for investors. So often high growth industries and secular trends support 2+ winners. 💪🏻"  
![@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 57.3K 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 57.5K followers, 49.4K 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 57.5K followers, 24.5K 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 57.5K followers, 2589 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, 3593 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 57.5K followers, 16.7K engagements


"$META is betting billions that the right talent will expand its Market Cap by trillions. Meanwhile $AAPL is betting that its moat is so deep that a complacent laggard strategy wont disrupt its business model. Long Meta Short Apple 🧐😏"  
![@danielnewmanUV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::228918333.png) [@danielnewmanUV](/creator/x/danielnewmanUV) on [X](/post/tweet/1944802864557076771) 2025-07-14 16:55:10 UTC 57.2K followers, 30.1K engagements


"$OSCR Breaking down the investment thesis and why we said it is undervalued in this weeks Futurum Equities Pod. Details and pod 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 57.5K followers, 18.8K 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 57.3K followers, 4580 engagements


"$META is planning to build several multi-GW clusters. $NVDA $AMD and $AVGO surely significant beneficiaries. The Capex commits continue to come fast and furious. AI Bubble bears will continue to be wrong on this trend. The race to super intelligence will fuel a staggering multi-year infrastructure investment. The enterprise number is barely baked into expectations at this point"  
![@danielnewmanUV 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 57.3K followers, 4442 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 57.4K followers, 4422 engagements