$ORCL FIRING ON ALL CYLINDERS AS AI, CLOUD INFRA, MULTICLOUD DB, & APPLICATIONS GROWTH ACCELERATES. 📈
No longer shielding its technology from the larger hyperscalers, Oracle took a more open approach to its high performing DB services partnering with $GOOGL, $MSFT, and $AMZN…
AFTER EVERYTHING $MSFT INVESTED -- OPENAI MOVES INFERENCE TO $GOOGL TPUS
This tells you two things:
1. Compute is constrained. Margins are tightening. Even the most advanced lab in the world needs cheaper, scalable inference -- and Google’s TPU stack delivers it.
2. This isn’t…
$NVDA MOAT IS PROTECTED BY THREE KEY PILLARS
• CUDA lock-in -- decades of ecosystem depth and unmatched developer tooling
• Supply chain control -- co-designed with $TSM, early access to HBM3E, and vertical coordination
• Inference dominance -- where most AI workloads are…
$GOOGL will provide TPU to OpenAI for inference.
Like I have said. There is plenty of room for custom AI chips. Not everything will be a win/loss for $NVDA as it won’t ever have 100% of the market.
Google has proven it can train and deliver a really high quality model with…
$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
