NVIDIA, SpaceX & the $10 Trillion Data Center Supercycle | Ep 43

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 episode also explores Broadcom’s expanding AI networking dominance, ASML’s long-term EUV bottleneck, Anthropic’s rapid revenue growth, and how a future SpaceX IPO could reset valuations across the AI compute and infrastructure ecosystem. Shay and Daniel explain why volatility is creating opportunity, why “excellence” is being overlooked by the market, and where they see the biggest long-term winners in AI and semiconductors.