‘Nonsense’ is the word I use to describe the story about Sarah Friar suggesting OpenAI is missing targets and at risk of not being able to meet its compute commitments. 😮💨
Great to be featured in The Washington Post discussing why Elon Musk’s companies remain impossible to ignore despite the noise around him.
$TSLA & SpaceX own category-defining tech across autonomy, robotics & space making the “Elon tax” the price of admission for exposure to
$INTC is moving older CPU inventory it once expected to write down, now selling at a premium as AI demand pulls every available unit off the shelf.
"Everything that can be built will be sold."
@danielnewmanUV on the Futurum Equities Podcast.
$POET shares are down ~45% today after $MRVL canceled all Celestial AI purchase orders, citing alleged confidentiality breaches.
On last Friday's Futurum Equities Podcast, @StockSavvyShay flagged $POET as one photonics name he wouldn't touch, pointing to management red flags
$POET shares are down ~45% today after $MRVL canceled all Celestial AI purchase orders, citing alleged confidentiality breaches.
On last Friday's Futurum Equities Podcast, @StockSavvyShay flagged $POET as one photonics name he wouldn't touch, pointing to management red flags
HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AEHR +375%
2. $AAOI +365%
3. $SNDK +317%
4. $BE +166%
5. $NVTS +142%
6. $LITE +139%
7. $WDC +135%
8. $INTC +124%
9. $ARM +115%
10. $DOCN +98%
11. $AMKR +98%
12. $MRVL +93%
13. $TWST +92%
14. $COHR +82%
15. $PL +80%
PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.2x
• $AMAT ~2.5x
• $KLAC ~2.5x
• $ARM ~2.2x
• $ALAB ~2.1x
• $ANET ~2.0x
• $LRCX ~2.0x
•
@danielnewmanUV @FuturumEquities Daniel & I are streaming right now on the Futurum Equities YouTube Channel:
Futurum Equities
2 likes. "Futurum Equities LIVE | Ep. 39"
www.youtube.com
Equities, AI & the Space Economy | Futurum Equities Ep. 27
Futurum Equities January 17, 2026 9:01 am
Geopolitics, NVIDIA’s AI Inference Push & Emerging Market Growth | Futurum Equities Podcast Ep. 26
Futurum Equities January 10, 2026 9:00 am
2026 Stock Predictions | Futurum Equities Podcast Ep. 25
Futurum Equities December 24, 2025 8:34 am
AI Data Centers, the Next Bottleneck & the Santa Rally | Futurum Equities Podcast Ep. 24
Futurum Equities December 20, 2025 10:00 am
Broadcom & the AI Shift | Futurum Equities Podcast Ep. 23
Futurum Equities December 19, 2025 10:30 am
Is Google Overvalued? The AI Boom, Meta’s Rise & Market Outlook | Futurum Equities Podcast Ep. 21
Futurum Equities December 19, 2025 10:00 am
Blow-Off Top or Final Melt-Up? Zeberg & King on AI, Crypto, and What Breaks First
Stocktwits October 28, 2025 7:06 pm
Money20/20 Rumors, China Truce Hopes, and Why Silver Might Blink First
Stocktwits October 27, 2025 6:40 pm
CPI Pop, Tesla Rips, and Lia’s Swing-Trading Playbook ($BITF, $CIFR, $UPS, $TLT)
Stocktwits October 24, 2025 6:42 pm
🟡 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 Rosen’s Market Playbook
Stocktwits October 15, 2025 6:47 pm
Katie Perry & Bloomberg’s Steve Hou on Trade Wars, Gold, and Tokenized Dinosaurs
Stocktwits October 14, 2025 6:49 pm