Futurum Equities

TOP 3 FUTURUM AI FIFTEEN PICKS DROP TODAY Subscribers will get the email live during this morning’s @Stocktwits Daily Rip show. Here’s the evolving list: Control layer: $AMD, $ARM, $TSM, $AVGO, $ASML, $QCOM, $MU, $CSCO Operating layer: $PLTR, $NOW, $ORCL, $SNOW, $IBM, $CRWD,…

HOW THE SEMICONDUCTOR ECOSYSTEM IS POWERING THE FOUNDATIONS OF AI • Building AI Brains | $NVDA, $AMD • Powering AI Connections | $AVGO, $MRVL, $ALAB, $ANET, $NVTS • Optimizing Data Centers for AI | $DELL, $NBIS, $SMCI, $HPE, $TSSI • Making the Chips | $ASML, $TSM, $INTC,…

NEXT WEEK’S EARNINGS ARE STACKED • Mon: $CDNS • Tues: $PYPL, $SOFI, $SPOT, $UNH, $V, $SBUX • Wed: $MSFT, $META, $ARM, $QCOM, $HOOD, $VRT, $LRCX, $CVNA, $EOSE, Fed Decision & ADP Jobs • Thu: $AMZN, $AAPL, $COIN, $NET, $MA, $RACE, $RBLX, $MSTR, $RDDT, $ROKU, $FSLR & Core PCE

HERE ARE THE TOP 15 GROWTH PERFORMERS OF 2025 1. $MP +298% 2. $OKLO +255% 3. $PGY +239% 4. $HOOD +225% 5. $CRCL +180% 6. $ASTS +158% 7. $NVTS +146% 8. $HIMS +138% 9. $QS +131% 10. $QBTS +125% 11. $SYM +123% 12. $JOBY +123% 13. $PLTR +110% 14. $RBLX +105% 15. $TEM +91%

$TSLA is a bet on the future, physical AI, and autonomy. Absolutely cannot be bought at this price for fundamentals. Long term its oozing with Alpha (and risk)

‘Whatever it takes’ to lead in AI is the right strategy! 🙌🏻 Global economic for the next multiple decades is at stake. 👀 $NVDA $AMD $GOOGL $AMZN $MSFT among large swath of beneficiaries.

The rundown on The Street for next week… $AAPL AI narrative weakness but still a cash machine $MSFT will do the business but what is happening with OpenAI? $AMZN making big strides in AI, but can growth of AWS keep up with the $GOOGL? 👇🏻💪🏻🚀

WE’RE PUSHING THIS WEEK’S FUTURUM EQUITIES EPISODE TO MONDAY Between $GOOGL, $NOW, $IBM, $TSLA & $INTC earnings -- it’s been one of the most important weeks of the cycle & we’ve been on over 10 national TV segments breaking it all down. Rather than rush the pod, we’re giving it…

GREAT DISCUSSION ON WHETHER $TSLA IS BUILDING THE BLUEPRINT FOR REAL-WORLD AGI

Meme stocks are back and they are quite hard to ignore right now. Futurum Group CEO @danielnewmanUV explains what surging meme stocks really say about the market:

.@TheFuturumGroup CEO @danielnewmanUV shares his outlook on big tech and why he's seeing a divergence in the Mag 7 with @DianeKingHall. On $TSLA he says while some investors are betting long-term, based on fundamentals, "I'd rank them dead last in the Mag 7."

“In the new digital economy, to become a real winner, you need to own four things: the data, the chips, the distribution, next-gen brain,” Futurum chief market strategist @StockSavvyShay says. $GOOGL “has all four.”

THE MARKET IS MISSING THE AI SHIFT THAT $GOOGL IS GOING THROUGH 👀

HERE’S MY YAHOO FINANCE INTERVIEW • $GOOGL -- First quarter where AI became the monetization engine • $TSLA -- Only company building both the AI brain & body for mobility & robotics • $NOW -- Enterprise software name actually monetizing AI

Tune into yahoo finance to hear my earning takeaways from $GOOGL, $NOW, $TSLA & $IBM

Something big is brewing -- can’t say more just yet 👀 @FuturumEquities @defianceinvest

Market will realize in an hour that it’s over-indexing short-term ad volatility in $GOOGL

Thanks for having me on today Charles! We covered: • Futurum AI 15: $AVGO, $TSM, $PLTR, $ORCL, $ARM, $NOW, $NET, $CRWD, $PANW, $OKLO, $ALAB, $SNOW, $AMD, $ASML, $QCOM • Why $GOOGL & $TSLA are positioned to lead the new digital economy

Congrats on winning the Beast Games @Legacy_831! Tune into @SchwabNetwork from the NYSE floor -- I’ll be breaking down why $TSLA earnings aren’t about what they’re reporting, but what they’re building.

🟡 DAILY RIP LIVE - HOSTED BY SHAY BOLOOR & KATIE PERRY WITH TOM BRUNI x.com/i/broadcasts/1…

The Mag 7 ranking in the new digital economy 1. $NVDA 2. $META 3. $GOOGL 4. $MSFT 5. $AMZN 6. $AAPL 7. $TSLA