Futurum Equities is back for Episode 40, breaking down another all-time high in the market, the latest hyperscaler earnings, and what the AI infrastructure race means for investors. This week, Shay Boloor and Daniel Newman cover Microsoft, Google, Amazon, Meta, Qualcomm, SoFi, Sandisk, AI compute, cloud demand, edge AI, and the next possible bottlenecks in the AI trade.

Hyperscaler Earnings: Who's Winning AI? | Ep. 40

Futurum Equities Podcast

Ladies and gentlemen, this is 40th episode of Futurum Equities Podcast. You got myself, Stock Savvy Shive, we got Daniel Dimes over here, and we got another new all-time high in the stock market. Life's pretty good. It's like the third straight episode of a new all-time high. How's everything going with you, Daniel? I know it's been a busy media week for you. The all-time high? Jeez. Who said that? Did anybody say that we should just quit

whining and just buy the dip? I know. April's the month, man. April is the month for you people to realize, at least for the next two years, as long as President Trump's in office, that we may see some chaos, but every chaos presents itself with some pretty good opportunities. Hold your nose, buy the dip, and you made, what, 30% in April? 40. 40? Yeah. No. I mean, it was a really bad March. So, it was like, ah, I'm now like, I think I'm up,

let me see what I'm up actually. Beginning of April wasn't very good. It wasn't. No, it's been an explosive last couple weeks. Yeah, I'm up 16% now a year today. It's, I think, the worst, oh my God, I didn't realize I was down that much. See, I didn't even know I was down that much, guys. That's how you're supposed to manage volatility is not care about the actual performance, just continue accumulating high quality, high conviction stocks for the long

term. I was down 24% a year today in April. So, I mean, at the end of March, at the bottom, that's pretty bad. But also, I didn't even know about that till this moment. So, now I'm up 16%. Either way, God, I feel bad for the bears.

Hyperscaler Earnings: Who's Winning AI? | Ep. 40

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Hyperscaler Earnings: Who's Winning AI? | Ep. 40

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.