$TSM just reminded everyone that the AI infrastructure cycle is still accelerating and that it remains the core factory behind the new AI economy.
The first phase was about GPU but the next phase is about the full stack around them as the bottlenecks shift into foundry,
Itβs not $NVDA or $AVGO. It is every AI chip that can be built will be sold. πͺπ»π
Great to be featured on MarketWatch today discussing $AMZN ~$12B deal to acquire $GSAT.
Amazon Leo looks less like a Starlink copy and more like a connectivity platform with AWS underneath it, $AAPL distribution on top and spectrum rights creating the moat.
$META and $AVGO just announced a multi-year partnership tied to Metaβs AI compute infrastructure.
$AVGO will provide technology supporting Metaβs MTIA training and inference chips through 2029 as Meta scales next-gen AI data centers.
OpenAI moving beyond $MSFT was inevitable as is Microsoft moving beyond OpenAI
There is no βmonogamyβ between Frontier Labs and Infrastructure providers. π
$AMZN is acquiring $GSAT for $90 a share in a deal expected to close in 2027, adding satellite operations, spectrum and D2D capabilities to Amazon Leo.
Amazon and $AAPL have also signed an agreement for Leo to support satellite features across iPhone and Apple Watch.
Another monster day for the retail kings:
β’ $QURE +14%
β’ $EOSE +10%
β’ $IREN +9%
β’ $OKLO +8%
β’ $LMND +7%
β’ $CIFR +7%
β’ $CVNA +7%
β’ $NBIS +7%
β’ $PGY +6%
β’ $UUUU +6%
β’ $INTC +5%
β’ $KTOS +5%
β’ $ASTS +5%
PETER LYNCHβS FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
β’ $NET ~4.7x
β’ $FIG ~2.9x
β’ $CRWD ~2.7x
β’ $PANW ~2.5x
β’ $PLTR ~2.4x
β’ $DDOG ~2.3x
β’ $SHOP ~1.9x
β’ $SNOW
Equities, AI & the Space Economy | Futurum Equities Ep. 27
Futurum Equities January 17, 2026 9:01 am
Geopolitics, NVIDIAβs AI Inference Push & Emerging Market Growth | Futurum Equities Podcast Ep. 26
Futurum Equities January 10, 2026 9:00 am
2026 Stock Predictions | Futurum Equities Podcast Ep. 25
Futurum Equities December 24, 2025 8:34 am
AI Data Centers, the Next Bottleneck & the Santa Rally | Futurum Equities Podcast Ep. 24
Futurum Equities December 20, 2025 10:00 am
Broadcom & the AI Shift | Futurum Equities Podcast Ep. 23
Futurum Equities December 19, 2025 10:30 am
Is Google Overvalued? The AI Boom, Metaβs Rise & Market Outlook | Futurum Equities Podcast Ep. 21
Futurum Equities December 19, 2025 10:00 am
Money20/20 Rumors, China Truce Hopes, and Why Silver Might Blink First
Stocktwits October 27, 2025 6:40 pm
CPI Pop, Tesla Rips, and Liaβs Swing-Trading Playbook ($BITF, $CIFR, $UPS, $TLT)
Stocktwits October 24, 2025 6:42 pm
π‘ DAILY RIP LIVE PRESENTED BY GRANITESHARES - WITH KATIE PERRY & WILLIAM RHIND CEO OF GRANITESHARES
Stocktwits October 17, 2025 7:12 pm
AI, Energy, and the Debasement Trade: Inside Phil Rosenβs Market Playbook
Stocktwits October 15, 2025 6:47 pm
Katie Perry & Bloombergβs Steve Hou on Trade Wars, Gold, and Tokenized Dinosaurs
Stocktwits October 14, 2025 6:49 pm