THE TOP GROWTH PERFORMERS OF 2025
1. $OKLO +393%
2. $IREN +355%
3. $OPEN +347%
4. $CIFR +316%
5. $MP +298%
6. $ONDS +254%
7. $HOOD +254%
8. $NBIS +254%
9. $ASTS +250%
10. $QBTS +221%
11. $JMIA +218%
12. $PL +216%
13. $EOSE +208%
14. $MU +182%
15. $PGY +167%
Futurum Equities Podcast | Episode #22 | $NBIS, $DOCN, $IREN, $CIFR, $PLTR, $RKLB, $VST, $WULF, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $VKTX $AVGO, $GOOGL, $AMZN, $META, $CEG, $SOFI, $OKLO, $EOSE, $META
New oped on Forbes putting the GPU vs. TPU vs. XPU debate to bed once and for all.
AI is all hands on deck. 👏🏻🚀
Spent the week at $AMZN re:Invent. More convinced than ever that we are at the earliest phase of AI and that we are constrained in every area meaning there is almost a 0% chance we are in a bubble at this point.
Chips, memory, storage, etc. All constrained and everything being…
$PLTR just launched Chain Reaction with $NVDA to serve as the operating system for America’s AI infrastructure.
Key points:
• Modernizes power generation for AI-level uptime
• Expands & stabilizes the grid to meet data-center demand
• Speeds construction of new generation,…
The GPU vs. XPU debate completely misses the point. Going to try to make it make sense in plain speak.
First - you can't just run your AI workload anywhere.
Running and optimizing software for multiple AI chips is a massive undertaking. Most companies won't do it. This favors…
New AI Market Data: Global AI Platforms (Software and managed services that help organizations build, train, deploy, and run AI systems) market to surge from $24.9 billion in 2024 to $292 billion by 2030, reflecting an approximate 50.8% CAGR in the base scenario.
Our latest…
$AMD CEO Lisa Su said at the UBS conference that memory is tightening across the supply chain, including the high-bandwidth memory needed for AI training.
This matters because HBM is now the real bottleneck in the AI buildout. $NVDA, $GOOGL, $META, $AMZN & $MSFT can design…
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