Futurum Equities Podcast

In Episode 18 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor analyze the companies leading the AI infrastructure boom. They examine how $NBIS, $DOCN, $PLTR, $IONQ, $CIFR, $WULF, $RGTI, $IREN, and $RK are building the backbone of the next generation of compute and data ecosystems. Daniel explains how rising demand for processing power is driving new opportunities in cloud, quantum, and semiconductor markets. Shay evaluates valuation trends and highlights how institutional capital is shifting toward companies positioned for sustained AI growth through 2030. They also discuss how AI is reshaping pharmaceutical innovation, why Oracle’s market perception doesn’t reflect its actual performance, and how upcoming Federal Reserve decisions and earnings reports could move investor sentiment. Daniel and Shay close the episode by sharing their personal approaches to staying informed before market open and how their daily routines keep them grounded in a fast-moving industry. The discussion delivers specific insights for investors tracking the intersection of AI, infrastructure, and long-term market expansion.

Explore the surge of companies pivoting from Bitcoin mining to AI workloads, and how they're reshaping investor interest. Delve into the capacity crunch faced by hyperscalers and the rising demand for GPU power. Discover the implications of NVIDIA's massive projected spending on AI infrastructure. Learn about the strategic partnerships between OpenAI and tech giants like AMD. Finally, uncover why energy and equipment shortages pose challenges for rapid AI build-out, all while considering the theme of growth amidst potential bubbles.

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 fintech player in Latin America. $RDDT’s growth story and user engagement strategies are examined in the context of monetization opportunities, while $RKLB highlights growing investor interest in space exploration and launch services. The conversation moves to $ASTS, where Shay and Daniel debate the potential of satellite-based mobile networks, followed by $EOSE’s role in the clean energy storage sector. They also spotlight $CLPT and the ongoing innovation in healthcare and biotech. A significant portion of the discussion centers on $NVDA, its leadership in AI, GPU demand, and its broader influence on tech markets. Finally, they close with a forward-looking discussion on $QC and how quantum computing and AI convergence may reshape future opportunities. Throughout the episode, Shay and Daniel offer strategic insights into valuation, growth narratives, and where investors should keep an eye in the months ahead.

Jerome Powell's recent remarks sent shockwaves through the market, prompting discussions on volatility and significant pullbacks in high-growth stocks. The hosts explore the potential for disruption in real estate and the burgeoning role of AI in investment decisions. They delve into the impact of fiscal policies, political signals on market sentiment, and the essential role of semiconductors in national security. The conversation also touches on how AI infrastructure is evolving, shaping future valuations and investment strategies.

In this episode of Futurum Equities, the hosts 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 global ripple effects—from UK policy moves to explosive AI announcements that shook the tech world. Along the way, the hosts share their own big predictions, life updates in Austin, and insights on how these shifts shape the investing landscape.

In this episode of the Futureum Equities Podcast, Shy Belo celebrates his recent marriage while joking with co-host Daniel Newman about the realities of newlywed life. The duo transitions from personal banter into market talk, highlighting recent trades, rate cut expectations, and the potential “sell the news” reaction around the Federal Reserve’s upcoming decision. They explore how interest rate shifts are impacting speculative growth stocks and discuss AI’s accelerating effect on jobs and research workflows. With humor and insight, the hosts blend personal stories and professional analysis, giving listeners both laughs and market perspective.

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 earnings across the tech sector.   They analyze $NVDA’s market performance, the impact of China on revenue, and the growing importance of inference in AI workloads. With $NVDA’s strategic positioning at the center of the AI boom, Daniel and Shay close with an optimistic outlook on market trends, opportunities, and challenges in the broader tech landscape.

The episode covers market reactions to Powell's comments at Jackson Hole, highlighting a shift from inflation to employment risks and potential rate cuts. It discusses challenges in the housing market due to high interest rates and strong earnings growth in tech, particularly from AI advancements. Intel's position in CPUs is noted, along with the importance of a US foundry network. The AI market's growth potential and biotech investment complexities are also addressed.

In the 10th episode of the Future Equities Podcast, the hosts examine how Trump and Putin’s meeting in Alaska might move global equities. They suggest that easing geopolitical tensions could lift investor sentiment, potentially driving gains in energy, defense, and transportation stocks. The discussion connects Trump’s pledge to end the Russia–Ukraine war quickly with possible market rallies, especially in commodities and oil-related sectors. They emphasize that this event could trigger significant short-term trading opportunities.

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 also covers market dynamics, investment strategies, and the impact of volatility on trading, with a focus on companies like Nvidia and AMD, and national security concerns regarding technology exports.