This week on the Futurum Equities podcast, Shay Boloor and Daniel Newman break down NVIDIA’s massive beat and $91B guidance while the market continues chasing speculative AI small-caps over dominant long-term compounders. The discussion dives into Futurum Equities’ new $10 trillion AI infrastructure thesis, Rolf Bulk’s top semiconductor picks with major upside potential, and why companies like NVIDIA, Broadcom, AMD, TSMC, Micron, and SK Hynix may still be undervalued despite historic growth. The...
May 22, 2026•58 min•Ep. 42
This week on the Futurum Group Equities Podcast, hosts Daniel Newman and Shay Boloor break down the latest action across AI, semiconductors, and the broader tech market after another volatile but powerful week for stocks. The conversation dives into the frenzy surrounding the latest AI trade, comparisons between emerging AI players and NVIDIA, and whether valuations across the sector are starting to get overheated. The duo also discusses investor sentiment, IPO momentum, enterprise AI spending, ...
May 15, 2026•56 min•Ep. 41
Join Daniel Newman and Shay Boloor for a live episode of the Futurum Equities Podcast as they break down the week Bitcoin miners pivoted into AI landlords, the AI capex story the market just priced, and what's at stake going into the $NDA print on May 20. In this episode, Daniel and Shay discuss $IREN's $9.7B Microsoft AI cloud deal, $CIFR's 1GW Texas HPC buildout, $AMD and Palantir's blowout Q1 prints, $725B in 2026 hyperscaler capex, and why the energy bottleneck is becoming the most important...
May 08, 2026•1 hr 1 min•Ep. 40
Futurum Equities is back for Episode 40, breaking down another all-time high in the market, the latest hyperscaler earnings, and what the AI infrastructure race means for investors. This week, Shay Boloor and Daniel Newman cover Microsoft, Google, Amazon, Meta, Qualcomm, SoFi, Sandisk, AI compute, cloud demand, edge AI, and the next possible bottlenecks in the AI trade.
May 01, 2026•58 min•Ep. 39
Join Daniel Newman and Shay Boloor for a live episode of the Futurum Equities Podcast as they discuss the latest developments shaping markets, technology, and long-term investing. The conversation covers market dynamics, emerging trends in AI and infrastructure, and how shifting narratives are influencing equities across sectors. Daniel and Shay share perspective on current volatility, capital flows, and what investors should be watching as markets evolve. This livestream is designed for investo...
Apr 24, 2026•58 min•Ep. 38
n this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down what could become the next major bottleneck in the AI boom—and why it matters for investors right now. As markets push toward new highs and AI continues to dominate the narrative, the conversation shifts from hype to reality: what’s actually limiting growth? From infrastructure constraints and compute demand to scaling challenges across the enterprise, Daniel and Shay dig into the critical pressure poi...
Apr 17, 2026•57 min•Ep. 37
In this episode of the Futurum Equity Podcast, Daniel Newman and Shay Boloor break down why CPUs are suddenly back at the center of the tech conversation—and what that means for the future of computing and investing. As AI workloads evolve and data center demands shift, they explore how CPUs are regaining relevance alongside GPUs, reshaping the competitive landscape across semiconductors and cloud infrastructure. Daniel and Shay connect the dots between performance trends, market sentiment, and ...
Apr 10, 2026•58 min•Ep. 36
In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down the market volatility shaking investor confidence, why NVIDIA’s current price action may have less to do with the company itself and more to do with broader macro pressure, and how geopolitical risk is driving sentiment across tech and growth stocks. They dig into what’s happening beneath the surface of the NASDAQ, discuss whether AI leaders are being unfairly repriced, and explain what smart investor...
Mar 30, 2026•58 min•Ep. 35
In this episode of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman break down why NVIDIA’s GTC event mattered far beyond the headlines and why the market may be missing the bigger strategic signals. Daniel shares firsthand takeaways from being on the ground at GTC, highlighting how this year’s energy, scale, and enterprise focus felt fundamentally different from prior conferences. The discussion also connects Nvidia’s momentum to broader AI infrastructure trends, while examinin...
Mar 21, 2026•57 min•Ep. 34
In Episode 34 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during another volatile Friday to break down what’s actually driving markets. They discuss the latest pullback, the impact of geopolitical tension and oil prices on inflation expectations, and how those pressures could shape the Fed’s next moves. Daniel and Shay also examine why hedge funds may be de-risking, why Bitcoin’s resilience matters, and how investors should think about fear when multiple macro variable...
Mar 13, 2026•57 min•Ep. 33
In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down a surprising jobs report showing weaker employment growth, rising unemployment, and stubborn wage inflation. They explore why this combination creates a major challenge for the Federal Reserve—where slowing growth would normally call for rate cuts, but persistent inflation could keep policy tighter for longer. The discussion also dives into energy prices, market volatility, and what these macro signal...
Mar 06, 2026•55 min•Ep. 32
Explore OpenAI's massive funding rounds, with Amazon, Nvidia, and SoftBank investing billions. This episode delves into the AI market's 'doomsday scenario' and investor ROI concerns, contrasting them with significant capital injections. Discover how AI productivity gains are reshaping workforces and the future of SaaS versus AI platforms.
Feb 27, 2026•58 min•Ep. 31
In Episode 31 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during a volatile trading session to break down what’s really happening beneath the headlines. The episode dives into recent market turbulence, sharp pullbacks across fintech and growth stocks, and the shifting narratives around software, data centers, memory, and cybersecurity. With SoFi under pressure and broader tech sentiment rotating quickly, Daniel and Shay examine whether these moves reflect structural ch...
Feb 20, 2026•1 hr 1 min•Ep. 30
Market volatility is back — and crypto is once again influencing broader investment behavior. In this episode of the Futurum Equities Podcast , Daniel Newman and Shay Boloor break down recent stock price declines across healthcare, quantum, and high-growth technology, and explain what these moves reveal about capital rotation and shifting risk appetite. Daniel and Shay analyze the relationship between crypto sentiment and traditional equities, the expanding role of AI in software development, an...
Feb 13, 2026•59 min•Ep. 29
In this episode of the Futurum Equities Podcast , Daniel Newman and Shay Boloor focus on current market conditions and their own investment experiences during periods of uncertainty. They discuss recent market downturns, lessons learned from past crises, and how psychology often drives decision-making in volatile environments. The conversation also explores the relationship between crypto and equities, the growing influence of algorithms and AI, and how market structure continues to evolve....
Feb 07, 2026•1 hr 5 min•Ep. 28
In this special live episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor come together to share an important announcement with the Futurum Equities community.The conversation also touches on current market dynamics, long-term investing themes, and how the team is thinking about what comes next. This episode is designed to provide context, perspective, and a first look at what Daniel and Shay are building behind the scenes.
Jan 22, 2026•57 min•Ep. 27
In this episode of the Futurum Equities Podcast , Shay Boloor and Daniel Newman discuss how market trends, AI adoption, and the expanding space economy are shaping the future of equities. The conversation looks at companies operating at the intersection of space, data, and AI, including AST SpaceMobile and Rocket Lab, and why proprietary data and infrastructure matter for long-term investors. Shay and Daniel also explore the evolution of SaaS and AI-driven software, how trading strategies are ad...
Jan 16, 2026•27 min•Ep. 26
The podcast covers personal updates and a discussion on Venezuela's political situation, affecting businesses like Mercado Libre. It highlights the growth potential in emerging markets by 2026. The conversation shifts to Nvidia's acquisition of Grok, emphasizing the importance of AI inference and the competitive landscape, particularly for AMD. The need for business model pivots and the impact of AI on various sectors, including healthcare, are also discussed.
Jan 09, 2026•1 hr 4 min•Ep. 25
In Episode 25 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor share their outlook on stock market opportunities heading into 2026. The discussion focuses on long-term trends shaping equities, including AI infrastructure, software platforms, energy demand, and shifts in capital allocation. Daniel and Shay break down how macroeconomic conditions, technological adoption, and earnings durability could influence market leaders over the next several years. They discuss what separates sh...
Jan 09, 2026•1 hr 16 min•Ep. 24
In Episode 24 of the Futurum Equities Podcast , Shay Boloor and Daniel Newman break down where the AI trade is heading into 2026 and what investors should be watching next. They analyze AI data center leaders including $NVDA, $AMD, $ORCL, $CRWV, $IREN, $CIFR, and $NBIS, focusing on accelerating infrastructure demand and capital spending. Shay and Daniel then turn to the next AI bottleneck, covering memory, networking, power, and cooling names such as $MU, $AVGO, $ALAB, $EOSE, $OKLO, and $VRT. Th...
Dec 19, 2025•1 hr 1 min•Ep. 23
In this episode, Daniel Newman and Shay Boloor break down a pivotal week in technology and markets, with a deep dive into Broadcom’s performance and its expanding role in the AI ecosystem. The discussion covers key financial metrics, earnings reactions, and supply-chain dynamics shaping today’s AI-driven companies. Daniel and Shay also examine risks facing major players like Oracle, the impact of Federal Reserve policy on tech valuations, and bold ideas around the future of data centers—includin...
Dec 12, 2025•58 min•Ep. 22
In Episode 22 of the Futurum Equities Podcast , Shay Boloor and Daniel Newman break down the latest shifts across the equities and crypto markets. They examine SoFi’s dilution issues, management execution concerns, and how these factors are shaping investor confidence. Shay and Daniel also analyze recent crypto volatility, including regulatory moves, institutional positioning, and what these changes signal for the next phase of digital asset adoption. The conversation dives into accelerating AI ...
Dec 08, 2025•45 min•Ep. 21
In this episode, hosts Daniel Newman and Shay Boloor break down how AI is reshaping the biggest players in tech — including Meta, Google, and Amazon. They dive into Google’s valuation metrics, raising key questions about whether the stock’s current momentum is truly sustainable. Daniel and Shay also explore how AI is driving market trends, where the smartest investment strategies may be headed, and why companies like Meta and Amazon could still see significant growth. The conversation expands in...
Nov 26, 2025•56 min•Ep. 20
In this episode of the Futurum Equities Podcast , Daniel Newman and Shay Boloor break down what current market volatility really signals for investors. They examine how Nvidia’s upcoming earnings could influence broader tech sentiment, how the Federal Reserve’s decisions are reshaping expectations, and where risk is building across the AI and semiconductor landscape. Daniel and Shay also look at the relationship between crypto and equities, pointing out where momentum diverges and where investor...
Nov 21, 2025•55 min•Ep. 19
In this episode, Daniel Newman and Shay Boloor break down the market’s latest swings, starting with SoFi’s drop and how shifting Federal Reserve expectations are shaping rate-cut sentiment. They lay out why long-term positioning still beats short-term panic, and identify areas where the market continues to misprice real opportunities. Daniel and Shay also examine the growing strain in the AI supply chain, the impact of tightening component availability, and how these bottlenecks influence compan...
Nov 14, 2025•1 hr•Ep. 18
In Episode 18 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor analyze the companies leading the AI infrastructure boom. They examine how $NBIS, $DOCN, $PLTR, $IONQ, $CIFR, $WULF, $RGTI, $IREN, and $RK are building the backbone of the next generation of compute and data ecosystems. Daniel explains how rising demand for processing power is driving new opportunities in cloud, quantum, and semiconductor markets. Shay evaluates valuation trends and highlights how institutional capital ...
Nov 07, 2025•57 min•Ep. 17
In Episode 17 of Futurum Equities Podcast, Daniel Newman and Shay Boloor analyze the companies powering the next wave of AI infrastructure and compute demand. From Bitcoin miners pivoting to AI workloads ($IREN, $CIFR, $WULF) to quantum and analytics innovators ($IONQ, $RGTI, $PLTR), the discussion breaks down which sectors are best positioned for growth in 2025 and beyond. They also explore cloud performance leaders like $DOCN and the emergence of NBIS and RKTI in the AI hardware race — offerin...
Oct 11, 2025•53 min•Ep. 16
In Episode 16 of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman analyze a wide range of market stories driving headlines. They begin with $NFLX, breaking down earnings momentum and subscriber growth trends, before shifting to $MELI’s position as a dominant e-commerce and fintech player in Latin America. $RDDT’s growth story and user engagement strategies are examined in the context of monetization opportunities, while $RKLB highlights growing investor interest in space explora...
Oct 03, 2025•59 min•Ep. 15
Markets took a sharp turn this week as volatility spiked, with Jerome Powell’s latest remarks sending ripples across equities. Shai and Daniel Newman break down the pullbacks in high-growth names, putting recent rallies into perspective after months of frothy gains. They dig into how the Fed’s mixed signals—hawkish one moment, dovish the next—fuel uncertainty and test investor patience. Tune in for a grounded discussion on what these shifts mean for traders navigating today’s unpredictable marke...
Sep 26, 2025•55 min•Ep. 14
In this episode of Futurum Equities, the hosts dive into a week of relentless market momentum, with stocks charging higher like “video game numbers.” They break down the Fed’s pivotal week, including FOMC developments and the potential for a major rate shift. The conversation also touches on global ripple effects—from UK policy moves to explosive AI announcements that shook the tech world. Along the way, the hosts share their own big predictions, life updates in Austin, and insights on how these...
Sep 19, 2025•1 hr•Ep. 13
