RKLB, DOCN, TSM, NOW, The Compute Trade Wall Street's Ignoring | Ep 41
Futurum Equities Podcast
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1h 3m
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 signed $5GW NVIDIA infrastructure deal, Datadog re-accelerates, ServiceNow NowAssist hits escape velocity, and ARM's custom AGI CPU demand just doubled. We diagnose why the market feels "too easy" at QQQ RSI 85, which positions we're trimming vs. doubling down on, and what happens when compute becomes oxygen.
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