Institutional-grade market intelligence for the digital economy.
Futurum Equities is the equities research arm of The Futurum Group, a global technology research and advisory firm. Focused on the intersection of technology innovation and capital markets, Futurum Equities provides institutional-grade research and market strategy, leveraging proprietary data, tear-downs, and deep industry expertise to serve both institutional and retail investors.
Our Coverage Universe
Our coverage spans the companies shaping the digital economy of tomorrow:
- Artificial Intelligence
- Enterprise Software
- Electrification
- Cloud and Data Center Infrastructure
- Cysbersecurity
- Space Technology and Infrastructure
- Semiconductors and Capital Equipments
- Quantum Computing
Futurum Equities Team
Daniel Newman
Daniel is the CEO of Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world's largest technology brands, exploring Digital Transformation and its influence on the enterprise. A top 5 globally ranked industry analyst, his ideas are regularly cited on CNBC, Bloomberg, and the Wall Street Journal. A 7x Best-Selling Author, including his most recent book Human/Machine.
Shay Boloor
Shay is a growth investor and market analyst focused on tech, quantum, AI, and the space economy. Creator of the Futurum Daily Signal, distributed to 180K+ followers on X with 50M+ monthly impressions. Shay appears regularly on Bloomberg, Schwab Networks, Fox Business and CNN.
Rolf Bulk
Rolf has over a decade of experience as a financial analyst focused on technology and semiconductors. He joined Futurum from New Street Research, where he was a Senior Analyst and co-founder of the Technology vertical, covering semiconductor and infrastructure stocks across Europe, the US, and Asia. Prior to New Street, Rolf was a key contributor to Bernstein's European semiconductor team, which held an Institutional Investor #1 ranking. He holds an MSc in Finance from the Stockholm School of Economics and is based in Singapore.
Erik Bethke
Erik, Futurum Group's CTO, combines deep technology expertise with strategic foresight. His 30 years of experience includes creating the Starfleet Command series, founding GoPets with a successful exit to Zynga, and leadership roles on FarmVille and Mafia Wars, contributing to over $2 billion in sales. Erik holds a BS and MS in Aerospace Engineering from USC.
Affiliated Analysts
Through our affiliation with Signal65, a Futurum Group company, we have direct access to proprietary chip-level benchmarks, TCO analysis, and accelerator teardown data.
Ryan Shrout
As President of Signal65, Ryan ensures the company provides valuable insight on competitive analysis, performance marketing, product positioning, and real-world experience comparisons. He spent five years at Intel in roles spanning competitive analysis, client technical marketing, and product delivery in the client graphics and AI division. Prior to Intel, Ryan spent 18 years analyzing hardware as the owner of PC Perspective.
Russ Fellows
A veteran technologist with a combination of technical, marketing, and analytic skills, from over 30 years working in engineering, IT management, marketing strategy, and as an industry analyst. Russ works with practitioners across technologies and industries.