Daniel Newman

CEO @TheFuturumGroup @FuturumEquities | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Dad x3 | Disclosures👇

[Daniel Newman @danielnewmanUV]

Almost every part of the AI supply chain is constrained. Energy being the most constrained. This is why names like $IREN and $CIFR have become front and center. 💪🏻

[Daniel Newman @danielnewmanUV]

@TheLongInvest $SOFI 👏🏻

[Daniel Newman @danielnewmanUV]

@PatrickMoorhead @Midnight_Captl Need to get you on them too. 🙃

[Daniel Newman @danielnewmanUV]

$SPCX Market Cap if I had to guess.

Day of IPO: > $2.5 Trillion
90 days after IPO <$1.5 Trillion
Bottom $1 Trillion
Within 3 years > $4 Trillion.

Long term it will rocket. Short term feels more choppy. 👀

[Daniel Newman @danielnewmanUV]

TLDR my read on Citadel’s note is to make AI work at scale frontier models will not be applied to every use case but rather a mixture of models to support task complexity and cost goals.

People will say this is bearish for frontier but what I envisione is more normalization of price which will include higher price tags for models that offer greater intelligence to solve harder more valuable problems. 💪🏻

[Daniel Newman @danielnewmanUV]

$ORCL growth is staggering, but it’s being dragged by capex, fund raising, margin, and AI ROI concerns. 👀

[Daniel Newman @danielnewmanUV]

Retail is absolutely mesmerized by $SPCX 🤩

I still think there will be a much better buying opportunity if you are patient.

[Daniel Newman @danielnewmanUV]

@ShineDoggyDog Read the emojis :)

[Daniel Newman @danielnewmanUV]

Good. Now that Iran is out of the way. 🤪🙃

[Shay Boloor @StockSavvyShay]

President Trump says the U.S. “made a great settlement of war with Iran.”

[Daniel Newman @danielnewmanUV]

$ADBE with another “SaaSpocalypse” print. 😆😮‍💨

[Shay Boloor @StockSavvyShay]

$ADBE Q2 EARNINGS

• Sales $6.62B vs Est. $6.46B
• EPS $5.96 vs Est. $5.82
• RPO $22.3B vs. Est. $22.1B
• AI-first ARR: >$500M (+200% YoY)

Q3 Guidance
• Sales $6.7B vs Est. $6.5B
• EPS $6.08 vs Est. $5.77

2026 Outlook
• Sales $26.6B vs Est. $26.1B
• EPS $24.40 vs Est. $23.56

Adobe CFO Dan Durn departing.

[Daniel Newman @danielnewmanUV]

@StockSavvyShay @brewmarkets Tomorrow we do it all over again.

[Daniel Newman @danielnewmanUV]

@svarncapital 👏🏻🙏🏻

[Daniel Newman @danielnewmanUV]

Showtime. Let’s talk $SPCX

[Daniel Newman @danielnewmanUV]

$SPCX is an N of 1. There is nothing else like it and no easy way to value it. Fundamentals will never get you to $1.77 trillion. It will be a 5 trillion dollar company some day. But, it very well may retreat to being a $1 trillion company before it sees that parabolic move to 5 trillion and beyond. 👏🏻🚀

[Daniel Newman @danielnewmanUV]

Retail is absolutely mesmerized by $SPCX 🤩

I still think there will be a much better buying opportunity if you are patient.

[The Kobeissi Letter @KobeissiLetter]

This is absolutely insane:

The SpaceX IPO has now drawn more than $70 BILLION worth of retail orders alone.

SpaceX is raising $75 billion, making retail interest ALONE enough to nearly fill the entire sale.

To put this in perspective, the previous record IPO was Saudi Aramco in 2020 at $29.4 billion.

This means that retail interest in SpaceX is now 2.4 TIMES larger than the total amount raised in the previous largest IPO in history.

As a result, SpaceX has announced that 20% of their IPO will be allocated to retail investors, following through on @elonmusk's vision to democratize the record IPO.

Nothing even remotely near what SpaceX is about to do has ever happened.

Friday will be a historic day.

[Daniel Newman @danielnewmanUV]

$ORCL growth is staggering, but it’s being dragged by capex, fund raising, margin, and AI ROI concerns. 👀

[Schwab Network @SchwabNetwork]

Oracle, $ORCL, shares are down in early trading despite the company's earnings beat.

@TheFuturumGroup's @danielnewmanUV explains Oracle's “good print," the market reaction and its AI positioning.

He also talks about the wider tech pullback and gauges risk in upcoming IPOs to note.

For more: https://t.co/D3SgyD5VLo

[Daniel Newman @danielnewmanUV]

Wild that $ORCL currently has a larger cloud backlog than $GOOGL, $AMZN and $MSFT. 👀

[Daniel Newman @danielnewmanUV]

@Midnight_Captl I always wonder if it is because of their short position or if they are just selling views and clicks.