IWTB STREAM | $NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SHOP, $AVGO, $DUOL, $MNDY, $JMIA
$NVDA wisely pivoting production from the H200 to Rubin. Absolute right move. 👏🏻
$AVGO sees $100 Billion in AI revenue in 2027. More than 2.5x 2026 run rate. 👏🏻🚀
$OPEN 2.0 under Kaz Nejatian:
• Acquisition velocity → +300% since September
• Homes >120 days on market → 51% to 33%
• Inventory turns → 2x faster YoY
• Adjusted net income breakeven by end of 2026
Housing market broke them but AI-powered underwriting might fix them.
$AVGO just proved why custom silicon is the new merchant.
AI semiconductor revenue at $8.4B growing 106% YoY and guiding to $10.7B next quarter is the signal that custom XPU demand is not slowing.
New $10B buyback authorization signals management sees the same thing.
THE FUTURE IS BEING BOUGHT TODAY
• $ASTS +12%
• $IREN +12%
• $NBIS +11%
• $EOSE +10%
• $BMNR +9%
• $CIFR +9%
• $HOOD +8%
• $MU +7%
• $INTC +7%
Why is $ASTS green in a sea of red today?
Commercial validation is becoming harder to dismiss with 50+ global MNO partners covering nearly 3B subscribers, definitive agreements including $VZ alongside $T and Vodafone and over $1.2B in contracted revenue commitments.
$AMD said at the Morgan Stanley TMT conference it’s “excited” about the positioning of its MI450 citing continued progress in its data center AI business following MI300 and MI350.
Management also described its relationships with OpenAI & $META as “multi-generational.”
Equities, AI & the Space Economy | Futurum Equities Ep. 27
Futurum Equities January 17, 2026 8:01 am
Geopolitics, NVIDIA’s AI Inference Push & Emerging Market Growth | Futurum Equities Podcast Ep. 26
Futurum Equities January 10, 2026 8:00 am
2026 Stock Predictions | Futurum Equities Podcast Ep. 25
Futurum Equities December 24, 2025 7:34 am
AI Data Centers, the Next Bottleneck & the Santa Rally | Futurum Equities Podcast Ep. 24
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Broadcom & the AI Shift | Futurum Equities Podcast Ep. 23
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Is Google Overvalued? The AI Boom, Meta’s Rise & Market Outlook | Futurum Equities Podcast Ep. 21
Futurum Equities December 19, 2025 9:00 am
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