Podcast

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…

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Latest episodes

  1. SpaceX Guided to $260B by 2029. Shay Bought the Lockup Fear. | Ep. 517 Aug 2026
  2. Google grew cloud 82% and still got sold. Where the money went | Ep. 5024 Jul 2026
  3. SK Hynix listed 3x oversubscribed. Why Micron is the cleaner entry from here. | Ep. 498 Jul 2026
  4. META flipped $145B of CapEx into a new business overnight. | Ep 482 Jul 2026
  5. Fed broke the rate narrative. NVDA and AI capex face a new math | Ep 4618 Jun 2026
  6. Oracle's $638B backlog and SpaceX's index clock. What breaks next. | Ep 45.12 Jun 2026
  7. Anthropic's S-1 just repriced AMZN, GOOGL, and MSFT | Ep. 4410 Jun 2026
  8. NVIDIA, SpaceX & the $10 Trillion Data Center Supercycle | Ep 4322 May 2026
  9. NBIS, CSCO, AMAT Just Previewed the NVDA Print | Ep 4215 May 2026
  10. The Bitcoin Miners Are the New AI Landlords | Ep 418 May 2026