We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know about $SPCX IPO
• Why $ONDS, $KTOS & $AVAV are my 3 favorite drone stocks
• Why $MELI is one of best opportunities in market
• Why Jensen Huang thinks $MRVL can 5x to a $1T valuation
• How $TE, $NVTS & $IREN fit into AI power bottleneck
• Earnings reactions for $PLTR, $DOCN, $AMD, $ARM, $TMDX, $ASTS, $HIMS, $NBIS, $EOSE, $ONDS, $ZETA, $SNOW, $AVGO, $ORCL, $ADBE & $NVDA
You asked for more short-form earnings content so we launched the Earnings Edge series but now we're acting on the next biggest request which is a dedicated Q&A.
So now we're introducing Shay's Office Hours which is a weekly series where I answer the 5 most-liked questions from the comments.
Drop your question below, the 5 most-liked make the first episode!
$NVTS showcased an 800V-to-6V AI server power solution inside $NVDA MGX ecosystem thats targeting 97.5% peak efficiency and 2100 W/in power density.
Power delivery is becoming one of the next major bottlenecks for megawatt-scale AI server racks.
A week ago, I gave you:
$ONDS from $9 to $13 (44.44%)
$ASTS from $80 to $94 (41.25%)
$MU from $666 to $971 (45.80%)
$DELL from $230 to $420 (82.61%)
$MSFT from $415 to $450 (8.43%)
$IBM from $220 to $297 (35.00%)
$NOW from $99 to $124 (25.25%)
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4 STOCKS BUILDING THE FUTURE OF SPACE CONNECTIVITY
The SpaceX IPO in two weeks will force the market to focus on the real monetization layer of space which is connectivity where $ASTS, $AMZN, $SPCX & $IRDM generate actual recurring revenue from orbit:
1. AST SpaceMobile (D2D pure-play)
• Cleanest pure-play in space-based cellular broadband with MNO partnerships covering 3 billion subscribers including AT&T, Verizon, Vodafone & Rakuten plus large-aperture phased array technology that connects directly to standard smartphones.
2. Amazon (integrated satellite stack)
• Building one of the deepest satellite communications stacks through Amazon Leo with active constellation deployment, ~$12B $GSAT acquisition, $AAPL iPhone & Apple Watch Emergency SOS partnership transferred to Amazon Leo plus $20B+ of capex committed through 2027.
3. SpaceX (Starlink plus launch ownership)
• Vertically integrated broadband leader through Starlink with largest satellite constellation in history covering ~65% of all operational satellites in space, 10M+ subscribers, $11.4B in 2025 revenue (+50% YoY) plus full ownership of launch stack through Falcon 9 reusability.
4. Iridium (global LEO incumbent)
• Operates only truly global LEO satellite network covering the entire planet with 66 satellites & ~$918M in cumulative EMSS contracts with U.S. Space Force plus proprietary PNT services that serve as the most resilient alternative to GPS.
$SOFI just launched SoFiUSD becoming the first national bank-issued stablecoin integrated directly into a U.S. banking app.
SoFi turning its 15M-member app into a 24/7 blockchain payments layer with a roadmap toward tokenized deposits.