BIG TECH ESTIMATED 2026 PROFITS
1. $NVDA ~$258B
2. $GOOGL ~$169B
3. $MSFT ~$165B
4. $AAPL ~$159B
5. $AMZN ~$104B
6. $MU ~$102B
7. $TSM ~$95B
8. $META ~$91B
9. $AVGO ~$91B
10. $ORCL ~$34B
One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives.
So far we’ve covered:
• Everything you need to know about SpaceX IPO
• Why $MELI is one of best
HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM +180%
11. $VIAV +178%
12. $MU +163%
13. $LITE +157%
14. $NBIS +157%
15. $OSS +148%
FUTURUM EQUITIES PODCAST EPISODE #43
@danielnewmanUV & @StockSavvyShay dove into key themes from this week in the markets:
• Why $NVDA can't catch a bid despite a record quarter
• The $10 trillion AI infrastructure super-cycle thesis
• The SpaceX IPO liquidity risk: $RKLB,
The Q&A is where it gets specific: storage as the next AI bottleneck, the inflation rate debate, and whether to add semi exposure now or wait for blood.
Full episode:
NVDA Earnings and the Trillion Dollar CapEx Stress Test
In episode 43 of the Futurum Equities Podcast, Daniel Newman and Sh...
youtube.com
Futurum Equities Podcast with @StockSavvyShay and @danielnewmanUV going LIVE now. Come join the stream for ticker breakdowns and Q&A...
NVDA Earnings and the Trillion Dollar CapEx Stress Test
In episode 43 of the Futurum Equities Podcast, Daniel Newman and Sh...
youtube.com
Great to be featured in Enterprise CIO discussing how compute-constrained the new AI economy is becoming.
The $45B Anthropic & SpaceX compute agreement puts a real dollar value on scarce GPU capacity and makes it harder to argue that AI capex is purely speculative.
Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $NVDA earnings & why Jensen’s AI factory thesis just got another major validation
• SpaceX’s IPO & what the Anthropic xAI compute deal reveals about real AI demand
• Why the AI
Great to be featured in Business Insider discussing the SEC’s plan to allow investors to trade tokenized versions of stocks.
If names like $NVDA or $AAPL move onto regulated blockchain rails then equities could eventually trade around the clock and plug into smart contracts,
Equities, AI & the Space Economy | Futurum Equities Ep. 27
Futurum Equities January 17, 2026 9:01 am
Geopolitics, NVIDIA’s AI Inference Push & Emerging Market Growth | Futurum Equities Podcast Ep. 26
Futurum Equities January 10, 2026 9:00 am
2026 Stock Predictions | Futurum Equities Podcast Ep. 25
Futurum Equities December 24, 2025 8:34 am
AI Data Centers, the Next Bottleneck & the Santa Rally | Futurum Equities Podcast Ep. 24
Futurum Equities December 20, 2025 10:00 am
Broadcom & the AI Shift | Futurum Equities Podcast Ep. 23
Futurum Equities December 19, 2025 10:30 am
Is Google Overvalued? The AI Boom, Meta’s Rise & Market Outlook | Futurum Equities Podcast Ep. 21
Futurum Equities December 19, 2025 10:00 am
Blow-Off Top or Final Melt-Up? Zeberg & King on AI, Crypto, and What Breaks First
Stocktwits October 28, 2025 7:06 pm
Money20/20 Rumors, China Truce Hopes, and Why Silver Might Blink First
Stocktwits October 27, 2025 6:40 pm
CPI Pop, Tesla Rips, and Lia’s Swing-Trading Playbook ($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