Daniel Newman

Great to join @YahooFinance to chat with @thebradsmith on the Futurum AI Fifteen featuring top non-Mag 7 AI plays. Our top 3: $TSM - TSMC $AVGO - Broadcom $PLTR - Palantir Also covered off on other names on the list including— $ORCL - Oracle $CRM - Salesforce Check out the…

$META is going with the Chelsea Football Club strategy. Over pay for talent. It hasn’t consistently worked in Football, will it work in AI?

$NVDA wins the external workloads (90+%) $AMD will take the remaining share of GPUs $AVGO XPU wins 70+% of the custom AI chips for internal workloads $MRVL will take the lion share of what is left.

$META is spending big on its super intelligence ambitions, but it is also doing a remarkable job of monetizing AI across its platform. This one has more upside 📈

$NOW results (Weds) will be the bellwether for enterprise AI adoption. Expecting fireworks 🧨🚀

In the chair. Next two hours guest hosting at the @YahooFinance desk with Josh Lipton talking $GOOGL $AMD $AMZN and more. Let’s go! 🚀🙌🏻

$GOOGL and its AI leadership is wildly under appreciated. Research, Infrastructure, TPU, Models, Autonomy and more. High upside despite risks to search and antitrust.👇🚀

$META expands AI chip ambitions —Consistent with key vertical integration trend and internal use case momentum for custom AI chips —$NVDA comparison is pretty pointless except on capabilities because META is using for internal not selling to external builders like $AMZN, $GOOGL,…

$SOFI investors need to keep calm. A few red days after a parabolic run to $22 is healthy. Good to see a different trend into earnings knowing the normal run up and sell. I find this to be bullish AF. 🚀 🐂

$OSCR - Writing a pile of October $13/$11 spreads at a $.90 premium. Obviously no trade is without risk, but I don’t see this being below $11 in October.

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

WHY ELON MUSK SHIFTING TO WAR-TIME MODE CHANGES THE $TSLA NARRATIVE

OUR SITE IS OFFICIALLY LIVE And this morning’s Futurum Daily Signal is all about $TSLA heading into earnings. We know what the Q2 print will show -- soft margins, weak revenue, more Musk headlines. But none of that moves the core thesis. Tesla isn’t about this quarter. It’s…

$NVDA, $AVGO, and $AMD investors should love Sam Altman’s comments about scaling from a million to 100 million GPUs. $MU is another beneficiary. Not all are direct beneficiaries but the FOMO of the entire AI sector chasing super intelligence is wildly bullish. 🐂

$PANW acquiring $S makes sense. Palo is a very acquisitive company and cyber is so fragmented. I put the rumor’s legitimacy at greater than 50%.