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# ![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1918430329112801280.png) @FuturumEquities Futurum Equities

Futurum Equities is highlighting key players in the AI infrastructure space, including companies like $NVDA, $TSM, and $AVGO, that are driving the development of AI technology. The firm has identified a list of stocks, dubbed the "Futurum AI Fifteen", which includes companies like $AMD, $ARM, and $ORCL, that are poised to benefit from the growth of AI. Futurum Equities is also offering free access to its daily research analysis, the Futurum Daily Signal.

### Engagements: XXXXXX [#](/creator/twitter::1918430329112801280/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918430329112801280/c:line/m:interactions.svg)

- X Week XXXXXXX +23%
- X Month XXXXXXX +3.20%

### Mentions: XX [#](/creator/twitter::1918430329112801280/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918430329112801280/c:line/m:posts_active.svg)

- X Month XX +75%

### Followers: XXXXX [#](/creator/twitter::1918430329112801280/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918430329112801280/c:line/m:followers.svg)

- X Week XXXXX +7.60%
- X Month XXXXX +88%

### CreatorRank: XXXXXXX [#](/creator/twitter::1918430329112801280/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918430329112801280/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1918430329112801280/influence)
---

**Social category influence**
[finance](/list/finance)  #3973 [stocks](/list/stocks)  #4211 [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$tsm](/topic/$tsm) #6, [nvda](/topic/nvda) #18, [$nvda](/topic/$nvda) #80, [asml](/topic/asml) #23, [$asml](/topic/$asml) #19, [$avgo](/topic/$avgo) #4, [pltr](/topic/pltr), [$pltr](/topic/$pltr), [$now](/topic/$now), [googl](/topic/googl)

**Top assets mentioned**
[Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Palantir (PLTR)](/topic/$pltr) [Now Coin (NOW)](/topic/$now) [Oracle Corporation (ORCL)](/topic/$orcl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [Snowflake, Inc. (SNOW)](/topic/$snow) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Micron Technology, Inc. (MU)](/topic/$mu) [Oklo Inc. (OKLO)](/topic/$oklo) [Zscaler Inc (ZS)](/topic/$zs) [Microsoft Corp. (MSFT)](/topic/$msft) [SAP SE (SAP)](/topic/$sap) [Metadium (META)](/topic/$meta) [ServiceNow Inc (NOW)](/topic/servicenow) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Skyworks Solutions Inc (SWKS)](/topic/$swks) [Texas Instruments (TXN)](/topic/$txn) [Aditus (ADI)](/topic/$adi) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [KLA Corp (KLAC)](/topic/$klac) [Plian (PI)](/topic/$pi) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lam Research Corporation (LRCX)](/topic/$lrcx) [ON Semiconductor, Corp. (ON)](/topic/$on) [Intel Corporation (INTC)](/topic/$intc) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Synopsys, Inc. (SNPS)](/topic/$snps) [Spacemesh (SMH)](/topic/$smh) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [RAI Finance (SOFI)](/topic/$sofi) [Tesla, Inc. (TSLA)](/topic/$tsla) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Adobe, Inc. (ADBE)](/topic/$adbe) [Cream (CRM)](/topic/$crm) [Cloudflare, Inc. (NET)](/topic/$net) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [IBM (IBM)](/topic/$ibm) [Cisco Systems Inc (CSCO)](/topic/$csco) [MongoDB, Inc. (MDB)](/topic/$mdb)
### Top Social Posts [#](/creator/twitter::1918430329112801280/posts)
---
Top posts by engagements in the last XX hours

"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 6717 followers, 22.9K engagements


"4. $ZS Zscaler AIRometer Score XXX The Gatekeeper for Enterprise AI Traffic"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1940765039356792962) 2025-07-03 13:30:17 UTC 6717 followers, XXX 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 6717 followers, 27.6K 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 6717 followers, 20.1K 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 6611 followers, 50.9K 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 6717 followers, 56.7K 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 6717 followers, 80K engagements


"Lets dive into our XX favorite semiconductor names to see which stock is the most undervalued at its current valuation 🧐 $ARM $NVDA $AMAT $ASML $TSM $LRCX $AMD $PI $KLAC $AVGO $MRVL $ADI $ON $TXN $INTC $CDNS $SWKS $SNPS $QCOM $ALAB $AEHR $SMH"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1938946174054211809) 2025-06-28 13:02:46 UTC 6717 followers, 25.7K 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 6715 followers, 63.2K engagements


"3 WAYS TO PLAY $NVDA CEO JENSEN HUANGS AGENTIC AI IS HERE CALL X. $TSM -- Manufactures the worlds most advanced AI chips X. $AVGO -- Powers AI data flow with custom ASICs & networking silicon X. $ASML -- Supplies the EUV tools that make cutting-edge AI chips possible"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1943374820894531819) 2025-07-10 18:20:38 UTC 6717 followers, 33.3K 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 6717 followers, 2975 engagements


"5. $RBRK Rubrik AIRometer Score XXX Last Line of Defense for Enterprise Data Integrity"  
![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1918430329112801280.png) [@FuturumEquities](/creator/x/FuturumEquities) on [X](/post/tweet/1940765036831801776) 2025-07-03 13:30:17 UTC 6717 followers, 1256 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 6717 followers, 24.1K 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 6715 followers, 47.5K engagements