Institutional-grade market intelligence for the digital economy

Timely, independent analysis and stock ideas for both institutional and retail investors. Coverage spans the companies shaping the digital economy of tomorrow, from AI and cloud infrastructure to semiconductors, software, and cybersecurity.

Institutional Investor?

Apply for access to Semiconductors & Infrastructure Research and Coverage. Approved applicants receive the full report, access to supporting models, and ongoing research on our semiconductor & infrastructure coverage.

Sector Initiation Report - May 2026

$10 trillion of capex. 190 GW of compute. One bottoms-up map. A fully integrated view of the AI supply chain — from datacenter capex through GPUs, CPUs, memory, foundry, and semicap. Built bottom-up from unit economics, not top-down extrapolation.

Preview Now

Recent Investment Ideas

Shay Boloor and Daniel Newman
May 20, 2026

$NVDA PRE-EARNING THOUGHTS

Nvidia

Daily Shay

Shay Boloor and Daniel Newman
May 19, 2026

$NBIS POST-EARNING THOUGHTS

EBITDA, Nebius

Daily Shay

Shay Boloor and Daniel Newman
May 18, 2026

$FIG POST-EARNING THOUGHTS

Figma

Daily Shay

Retail Investor Sign up

Price:

Free

First Name:* First Name Required

Last Name:* Last Name Required

Phone Number: Phone Number is not valid

Opt-In For Daily Signal:* Opt-In For Daily Signal is Required

Email:* Invalid Email

Password:* Invalid Password

Password Confirmation:* Password Confirmation Doesn't Match

Password Strength Password must be "Medium" or stronger

No val Please fix the errors above

By signing up, you agree to receive emails from Futurum Equities. You can unsubscribe at any time.