Futurum Equities Podcast
(Hosted by Shay Boloor and Daniel Newman)
We’re not here to recap headlines. We’re here to unpack how Nvidia’s architecture is reshaping data centers. How AI agents will disrupt every enterprise. The markets are about to get harder. AI is about to explode and chance the world. The next five years will break most of the frameworks people have used for the last decade. That’s exactly why we’re doing this. Because if you want to survive this next cycle, you need to understand how real tech scales and how money moves around it. The Futurum Equities podcast is committed to deliver Insights from the Inside with each and every episode.
Listen on:
Episodes
Thursday Jul 31, 2025
Thursday Jul 31, 2025
The hosts celebrate the podcast's one-month anniversary amid a bullish market, noting SoFi’s surge to nearly $22 and Robinhood hitting $100. Bitcoin is climbing rapidly, and major indices like QQQ have rebounded from early dips. Daniel Newman acknowledges the market feels frothy short-term but remains confidently bullish on key stocks. The conversation highlights themes of tech momentum, investor sentiment, and strategic optimism despite market volatility.
Thursday Jul 31, 2025
Thursday Jul 31, 2025
The episode opens with a live fireside chat featuring hosts and guest analysts discussing recent developments at Futurum Equities. Ray Wang shares his experience joining the team as research director for semiconductors and immersion technology, expressing enthusiasm about the role. The conversation highlights key stocks like NVIDIA, Microsoft, Palantir, TSMC, AMD, SoFi, Robinhood, and Hims, analyzing their performance and market positioning. The hosts provide insights into broader tech trends, AI investment strategies, and the evolving landscape for growth-oriented equities.
Thursday Jul 31, 2025
Thursday Jul 31, 2025
The episode opens with a live fireside chat featuring hosts and guest analysts discussing recent developments at Futurum Equities. Ray Wang shares his experience joining the team as research director for semiconductors and immersion technology, expressing enthusiasm about the role. The conversation highlights key stocks like NVIDIA, Microsoft, Palantir, TSMC, AMD, SoFi, Robinhood, and Hims, analyzing their performance and market positioning. The hosts provide insights into broader tech trends, AI investment strategies, and the evolving landscape for growth-oriented equities.