$PLTR SIGNS $100M DEAL TO BUILD THE FIRST AI-POWERED NUCLEAR OS
A major step in proving the scalability of Palantir’s platform -- and why it earned a top 3 spot on our Futurum AI Fifteen.
Let’s dive into our 20 favorite semiconductor names to see which stock is the most undervalued at its current valuation? 🧐
$ARM, $NVDA, $AMAT, $ASML, $TSM, $LRCX, $AMD, $PI, $KLAC, $AVGO, $MRVL, $ADI, $ON, $TXN, $INTC, $CDNS, $SWKS, $SNPS, $QCOM, $ALAB, $AEHR, $SMH
HERE ARE THE TOP 15 GROWTH PERFORMERS OF 2025
1. $OKLO +160%
2. $ASTS +134%
3. $PGY +130%
4. $HOOD +123%
5. $MP +111%
6. $TMDX +111%
7. $HIMS +104%
8. $TEM +97%
9. $STNE +93%
10. $NBIS +87%
11. $NVTS +87%
12. $RBLX +82%
13. $NET +80%
14. $ROOT +77%
15. $PLTR +73%
FUTURUM EQUITIES | EPISODE #2 | $NVDA, $MSFT, $PLTR, $TSM, $AMD, $SOFI, $HOOD, $HIMS
$NVDA might be the most durable business on the planet -- change my mind 🤔
$CRM CEO MARC BENIOFF SAYS AI NOW HANDLES 30–50% OF THE COMPANY’S WORKLOAD
$PLTR SIGNS $100M DEAL TO BUILD THE FIRST AI-POWERED NUCLEAR OS
A major step in proving the scalability of Palantir’s platform -- and why it earned a top 3 spot on our Futurum AI Fifteen.
🚨 $MU Q3 Earnings Update 🚨
• Sales $9.3B vs Est. $8.9B
• EPS $1.91 vs Est. $1.61
• Gross Margin 39% vs Est. 37%
Q4 Guidance
• Sales $10.7B vs Est. $9.9B
• EPS $2.50 vs Est. $2.03
• Gross Margin 42% vs Est. 39%
HBM revenue up nearly 50% QoQ
