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 performances of AMD and NVIDIA, and the AI market's competitive landscape. Investment strategies and the financial positions of companies like Trade Desk and Hims are analyzed, highlighting the need for strategic pivots.
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Futurum Equities Podcast | Ep. 6
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...
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Futurum Equities Podcast | Ep. 5
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