Anthropic's S-1 just repriced AMZN, GOOGL, and MSFT | Ep. 44

Anthropic's S-1 just repriced AMZN, GOOGL, and MSFT | Ep. 44

Watch as Shay & Daniel break down Broadcom's 15% post-earnings collapse, NVIDIA's stubborn undervaluation at ~20x forward earnings vs. AMD's 40x and Intel's 60x+, and the dangerous valuation distortions emerging across the AI ecosystem ahead of the SpaceX and OpenAI IPOs. This episode dissects: • Why NVIDIA remains the king of the AI infrastructure economy despite market euphoria • Broadcom's "Uncle Sam of AI" role and why 100B in 2027 revenue wasn't enough • ARM's $500B market cap exuberance trade vs. NVIDIA's rational pricing • Snowflake's 34% product revenue reacceleration and data infrastructure separation • CrowdStrike and Palo Alto as clear AI cybersecurity winners (with valuation caveats) • HPE's 30% earnings beat and 50% monthly gain via compute & networking dominance • Zscaler's alarming 10% organic growth deceleration • The SpaceX $1.75T valuation vs. $800B fair value: $1T of pure exuberance • Why rate expectations just shifted the entire market narrative • Marvell's 33% jump on Jensen Huang's trillion-dollar comment Disclaimer: This episode is for educational and informational purposes only. Not financial advice. Past performance does not guarantee future results. Do your own research before making investment decisions.

NVIDIA, SpaceX & the $10 Trillion Data Center Supercycle | Ep 43

This week on the Futurum Equities podcast, Shay Boloor and Daniel Newman break down NVIDIA’s massive beat and $91B guidance while the market continues chasing speculative AI small-caps over dominant long-term compounders. The discussion dives into Futurum Equities’ new $10 trillion AI infrastructure thesis, Rolf Bulk’s top semiconductor picks with major upside potential, and why companies like NVIDIA, Broadcom, AMD, TSMC, Micron, and SK Hynix may still be undervalued despite historic growth. The episode also explores Broadcom’s expanding AI networking dominance, ASML’s long-term EUV bottleneck, Anthropic’s rapid revenue growth, and how a future SpaceX IPO could reset valuations across the AI compute and infrastructure ecosystem. Shay and Daniel explain why volatility is creating opportunity, why “excellence” is being overlooked by the market, and where they see the biggest long-term winners in AI and semiconductors.

NBIS, CSCO, AMAT Just Previewed the NVDA Print | Ep 42

This week on the Futurum Group Equities Podcast, hosts Daniel Newman and Shay Boloor break down the latest action across AI, semiconductors, and the broader tech market after another volatile but powerful week for stocks. The conversation dives into the frenzy surrounding the latest AI trade, comparisons between emerging AI players and NVIDIA, and whether valuations across the sector are starting to get overheated. The duo also discusses investor sentiment, IPO momentum, enterprise AI spending, and key names, including Cisco, Applied Materials, and NVIDIA, as the AI infrastructure race continues to accelerate. From market psychology to long-term AI positioning, this episode covers the biggest narratives driving tech stocks right now. Subscribe for weekly conversations on AI, semiconductors, enterprise tech, and the future of the market.

The Bitcoin Miners Are the New AI Landlords | Ep 41

Join Daniel Newman and Shay Boloor for a live episode of the Futurum Equities Podcast as they break down the week Bitcoin miners pivoted into AI landlords, the AI capex story the market just priced, and what's at stake going into the $NDA print on May 20. In this episode, Daniel and Shay discuss $IREN's $9.7B Microsoft AI cloud deal, $CIFR's 1GW Texas HPC buildout, $AMD and Palantir's blowout Q1 prints, $725B in 2026 hyperscaler capex, and why the energy bottleneck is becoming the most important moat in AI infrastructure. This livestream is built for investors who want sharp analysis on the AI compute race, the energy bottleneck reshaping infrastructure spend, and the equity stories the broader market is mispricing. Subscribe to Futurum Equities and turn on notifications so you never miss a live market discussion. #FuturumEquities #DanielNewman #ShayBoloor #BitcoinMining #AIInfrastructure #Nvidia

Hyperscaler Earnings: Who's Winning AI? | Ep. 40

Futurum Equities is back for Episode 40, breaking down another all-time high in the market, the latest hyperscaler earnings, and what the AI infrastructure race means for investors. This week, Shay Boloor and Daniel Newman cover Microsoft, Google, Amazon, Meta, Qualcomm, SoFi, Sandisk, AI compute, cloud demand, edge AI, and the next possible bottlenecks in the AI trade.