Daniel @_danielnewmanUV
CEO TheFuturumGroup FuturumEquities| Co-Founder TheSixFiveMedia & Signal_65 | Forbes MarketWatch Contributor | 7x Best-Seller | Dad x3 Austin, TX Joined December 2018-
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$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.
All the stars aligning for $SOFI to cross into price discovery this quarter. Mark it. 🙏🏻🚀
Some SaaS will be killed by AI. The data layer will do better. $MDB and $SNOW will outperform as data feeds AI. 🚀
Not immediately buying this $BABA AI Chip FUD. Custom chips take multiple generations to scale. Nothing to suggest Alibaba can move faster than $GOOGL which is 7+ generations in. Calling BS for now. 💩
August—last day. Let’s go. 🚀 —Last workout day —Final trading day —Closing business day —And we get PCE today. —One last Television appearance talking AI and $NVDA What a month! Getting after it. Wallet and Gym Gains 😊💪🏻👊🏻
Only 20% of $NVDA coverage in the financial media was positive. 😳 Many seem to want this to be a bubble. I’m sorry to inform—it is not. 🚀
$DELL raised its AI Server number from $15 Billion to $20 Billion. Just another positive $NVDA breadcrumb…
But I thought OpenAI was going to replace $GOOGL? 🤷♂️😏
But I thought OpenAI was going to replace $GOOGL? 🤷♂️😏
$AVGO has a lot of upside still. The best AI infra play not named $NVDA
Great conversation about why the $NVDA bear thesis is next level nonsense. 👊🏻
About to break down $NVDA, SaaS and more with Charles Payne. 👊🏻🚀
$GOOGL ATH after ATH… Some saw this earlier than others 😏
$GOOGL ATH after ATH… Some saw this earlier than others 😏
GPU and XPU can and will both be successful. Another Zero-Sum Thinking topic that will turn out to be wrong. $META $GOOGL $AMZN $MSFT will go down the custom route for internal workloads. $NVDA will rule the GPU market and $AMD will get its share. $AVGO $MRVL $ARM and…
GDP revision looked optimistic. Tariffs have not been the existential event many economists claimed… 😮💨
$QCOM is the dark horse in physical AI and robotics. Systems, Mobile, Low Power, Edge, Autonomy, XR all under one roof. So much potential.🤖🚀
$MDB $SNOW and $PSTG showing that all SaaS is not created equal 💪🏻
All the alarm around $NVDA customer concentration is nonsense. $MSFT $GOOGL $AMZN $ORCL provide cloud services to over 5 million enterprises combined. I would say that’s smart distribution. 👊🏻
$NVDA and AI boom is far from over even as the law of large numbers comes into play.
No… $NVDA is more than fine and the AI infrastructure boom is not overcooked. In fact…it is still very early. Mark it.
$NVDA announced a $60 Billion Buyback yesterday. Many glossed over this. Hard to think of a better way to exude confidence of your forecast and roadmap than that. The AI infra boom is firmly in tact. 😮💨
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