NVIDIA just beat by $5B and guided $91B, yet the market is chasing speculative small-caps over quality compounders. In this deep dive, Shay & Daniel break down Futurum Equities' new $10 trillion AI infrastructure research thesis, Rolf Bulk's top 5 semiconductor picks with 47-78% upside, and why t...

AI infrastructure dominance, Cerebras IPO froth, and AMAT blowout earnings. Watch as we break down why picks-and-shovels (AMAT, ASML, MU) outperform speculative bets, detail NVIDIA's pre-earnings pressure ($90B+ guidance needed), and reveal our top 3 SaaS conviction names: CRWD, NOW, and SNOW.

CPU bottleneck is real. NVIDIA, ARM, Intel earnings breakdown, and why the narrow AI rally hides asymmetric opportunity in picks-and-shovels names like $RKLB, $DOCN, and $TSM. This week: Rocket Lab crossed $100 (host's 15-bagger at $6), DigitalOcean guides 50% growth to $50B potential, IREN signe...

Futurum Equities is back for Episode 40, breaking down another all-time high in the market, the latest hyperscaler earnings, and what the AI infrastructure race means for investors. This week, Shay Boloor and Daniel Newman cover Microsoft, Google, Amazon, Meta, Qualcomm, SoFi, Sandisk, AI compute...

In Episode 38 of Futurum Equities, Daniel Newman and Shay Boloor break down the real chokepoint behind the next leg of the AI trade, what it means for Nvidia, the hyperscalers, and the power/infra names quietly winning the buildout — plus the tape action, earnings setups, and stock calls driving ...

Wall Street is bleeding, volatility is spiking, and yet the AI build‑out won’t slow down. Shay Boloor and Daniel Newman break down why Nvidia’s selloff isn’t about Nvidia, how Microsoft, Google, and Meta should be priced post‑pullback, why ARM/AMD/Intel are about to fight over the CPU bottleneck,...

Join Daniel Newman and Shay Boloor for a live episode of the Futurum Equities Podcast as they discuss the latest developments shaping markets, technology, and long-term investing. The conversation covers market dynamics, emerging trends in AI and infrastructure, and how shifting narratives are in...

In Episode 34 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during another volatile Friday to break down what’s actually driving markets. They discuss the latest pullback, the impact of geopolitical tension and oil prices on inflation expectations, and how those pressures...

In Episode 31 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during a volatile trading session to break down what’s really happening beneath the headlines.

The episode dives into recent market turbulence, sharp pullbacks across fintech and growth stocks, and the shifting ...

In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor focus on current market conditions and their own investment experiences during periods of uncertainty.
They discuss recent market downturns, lessons learned from past crises, and how psychology often drives decision-ma...

In this special live episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor come together to share an important announcement with the Futurum Equities community.

The conversation also touches on current market dynamics, long-term investing themes, and how the team is thinking abo...

In this episode of the Futurum Equities Podcast, Shay Boloor and Daniel Newman discuss how market trends, AI adoption, and the expanding space economy are shaping the future of equities.

The conversation looks at companies operating at the intersection of space, data, and AI, including AST Space...

In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor break down what current market volatility really signals for investors. They examine how Nvidia’s upcoming earnings could influence broader tech sentiment, how the Federal Reserve’s decisions are reshaping expectations...

Markets took a sharp turn this week as volatility spiked, with Jerome Powell’s latest remarks sending ripples across equities. Shai and Daniel Newman break down the pullbacks in high-growth names, putting recent rallies into perspective after months of frothy gains. They dig into how the Fed’s mi...

In Episode 16 of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman analyze a wide range of market stories driving headlines. They begin with $NFLX, breaking down earnings momentum and subscriber growth trends, before shifting to $MELI’s position as a dominant e-commerce and fintec...

In this episode of Futurum Equities, Daniel & Shay dive into a week of relentless market momentum, with stocks charging higher like “video game numbers.” They break down the Fed’s pivotal week, including FOMC developments and the potential for a major rate shift. The conversation also touches on ...

In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor put the spotlight on $NVDA earnings and what they reveal about the future of AI-driven growth. The discussion also looks ahead to upcoming reports from $CRWD and $SNOW, examining how AI continues to shape earning...

In Episode 11 of the Futurum Equities Podcast, regular hosts Daniel Newman and Shay Boloor dive into earnings season, covering results from $PLTR, $GOOGL, $MSFT, $NVDA, $TSM, and $AMD. They unpack what these reports reveal about the momentum of the tech sector, the growing influence of AI, and th...

In Episode 10 of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman break down a historic meeting between Donald Trump and Vladimir Putin in Alaska and what it means for global markets.

The discussion dives into Palantir’s stock performance, market volatility, and how advanced ana...

Daniel and Shay discuss urgent trends in the software industry, focusing on challenges faced by SaaS companies amid rising AI technologies. Insights from Monday.com's earnings report indicate cautious future expectations. Predictions suggest many SaaS companies may not survive. The conversation a...

Episode eight shares a personal travel story while providing insights into the investment community during a tough earnings week. It discusses macroeconomic factors, including Trump's tariffs and their effects on tech companies like Intel. The episode also examines leadership styles, stock perfor...

The episode opens with a lively new introduction from the hosts. They note that not everyone is on X, but it remains a preferred platform for them. The discussion shifts to the potential of robotics and physical AI. Qualcomm is highlighted as a company positioning itself for a future in these tec...

The episode begins with the hosts going live and discussing a company’s expansion into HR, CRM, customer success, and services. They note that this diversification allows the company to re-engage customers struggling to see value in their enterprise software. The conversation emphasizes the strat...

The fifth episode of the Futurum Equities podcast opens with a warm welcome to listeners. The hosts discuss a key factor they consider essential for successfully running stocks. They highlight a company that maintained a strong research team well before it became common to heavily invest in resea...