Futurum Equities Podcast

MU at 6x earnings, NVDA at 18x, and SK Hynix listing 3x oversubscribed on NASDAQ. The memory selloff heading into the listing looked like a fundamentals problem. It wasn't. Daniel Newman sat down with the SK Group chairman on listing day. Shay Boloor walked through exactly why Micron is his cleanest memory entry right now, why NVIDIA has become the capital-safety trade in a volatile market, and wh...

PLTR, MU, META compute leasing, and the software bounce: Shay added to Palantir in the $115 range as Alex Carp's CNBC interview reframed the proprietary data moat, and every Future 15 software pick turned green in the same week. This episode covers why the application and data layer sits above frontier model companies as the durable AI winner, what META leasing 500 megawatts of excess GPU capacity...

Daniel Newman and Shay Boloor are live on The Futurum Equities Podcast, breaking down how and why the Fed just handed the market a regime change disguised as a hold. If you're running any AI or tech exposure right now you need to understand what actually happened. The Fed kept rates at 3.5% to 3.75%, but that's the least interesting part of the decision. The dot plot median shifted to 3.8% year-en...

SpaceX debuted at a $2T valuation, 4x oversubscribed, and the largest IPO in history. While the market chased the narrative, NVDA fell 15% from its May highs and ARM ran. Shay closed the ARM position and rotated into NVDA at roughly $200, targeting $300 on a 24-25x earnings multiple. That's the trade the episode is really about. We break down the SpaceX IPO valuation case, why Shay sees the entry...

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...

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 NVI...

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...

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 p...

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.

Join Daniel Newman and Shay Boloor for a live episode of the Futurum Equities Podcast as they discuss the latest developments shaping markets, technology, and long-term investing. The conversation covers market dynamics, emerging trends in AI and infrastructure, and how shifting narratives are influencing equities across sectors. Daniel and Shay share perspective on current volatility, capital flo...

n this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down what could become the next major bottleneck in the AI boom—and why it matters for investors right now. As markets push toward new highs and AI continues to dominate the narrative, the conversation shifts from hype to reality: what’s actually limiting growth? From infrastructure constraints and compute de...

In this episode of the Futurum Equity Podcast, Daniel Newman and Shay Boloor break down why CPUs are suddenly back at the center of the tech conversation—and what that means for the future of computing and investing. As AI workloads evolve and data center demands shift, they explore how CPUs are regaining relevance alongside GPUs, reshaping the competitive landscape across semiconductors and cloud...

In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down the market volatility shaking investor confidence, why NVIDIA’s current price action may have less to do with the company itself and more to do with broader macro pressure, and how geopolitical risk is driving sentiment across tech and growth stocks. They dig into what’s happening beneath the surface of...

In this episode of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman break down why NVIDIA’s GTC event mattered far beyond the headlines and why the market may be missing the bigger strategic signals. Daniel shares firsthand takeaways from being on the ground at GTC, highlighting how this year’s energy, scale, and enterprise focus felt fundamentally different from prior conferences...

In Episode 34 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during another volatile Friday to break down what’s actually driving markets. They discuss the latest pullback, the impact of geopolitical tension and oil prices on inflation expectations, and how those pressures could shape the Fed’s next moves. Daniel and Shay also examine why hedge funds may be de-risking, why...

In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down a surprising jobs report showing weaker employment growth, rising unemployment, and stubborn wage inflation. They explore why this combination creates a major challenge for the Federal Reserve—where slowing growth would normally call for rate cuts, but persistent inflation could keep policy tighter for...

Explore OpenAI's massive funding rounds, with Amazon, Nvidia, and SoftBank investing billions. This episode delves into the AI market's 'doomsday scenario' and investor ROI concerns, contrasting them with significant capital injections. Discover how AI productivity gains are reshaping workforces and the future of SaaS versus AI platforms.

In Episode 31 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during a volatile trading session to break down what’s really happening beneath the headlines. The episode dives into recent market turbulence, sharp pullbacks across fintech and growth stocks, and the shifting narratives around software, data centers, memory, and cybersecurity. With SoFi under pressure and broade...

Market volatility is back — and crypto is once again influencing broader investment behavior. In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor break down recent stock price declines across healthcare, quantum, and high-growth technology, and explain what these moves reveal about capital rotation and shifting risk appetite. Daniel and Shay analyze the relationship betw...

In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor focus on current market conditions and their own investment experiences during periods of uncertainty. They discuss recent market downturns, lessons learned from past crises, and how psychology often drives decision-making in volatile environments. The conversation also explores the relationship between crypto and equit...

In this special live episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor come together to share an important announcement with the Futurum Equities community. The conversation also touches on current market dynamics, long-term investing themes, and how the team is thinking about what comes next. This episode is designed to provide context, perspective, and a first look at what D...

In this episode of the Futurum Equities Podcast, Shay Boloor and Daniel Newman discuss how market trends, AI adoption, and the expanding space economy are shaping the future of equities. The conversation looks at companies operating at the intersection of space, data, and AI, including AST SpaceMobile and Rocket Lab, and why proprietary data and infrastructure matter for long-term investors. Shay...

The podcast covers personal updates and a discussion on Venezuela's political situation, affecting businesses like Mercado Libre. It highlights the growth potential in emerging markets by 2026. The conversation shifts to Nvidia's acquisition of Grok, emphasizing the importance of AI inference and the competitive landscape, particularly for AMD. The need for business model pivots and the impact of...

In Episode 25 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor share their outlook on stock market opportunities heading into 2026. The discussion focuses on long-term trends shaping equities, including AI infrastructure, software platforms, energy demand, and shifts in capital allocation. Daniel and Shay break down how macroeconomic conditions, technological adoption, and earnings d...

In Episode 24 of the Futurum Equities Podcast, Shay Boloor and Daniel Newman break down where the AI trade is heading into 2026 and what investors should be watching next. They analyze AI data center leaders including $NVDA, $AMD, $ORCL, $CRWV, $IREN, $CIFR, and $NBIS, focusing on accelerating infrastructure demand and capital spending. Shay and Daniel then turn to the next AI bottleneck, covering...