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

# Full Transcript

**Podcast:** Futurum Equities Podcast

## Transcript

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. It feels like the exhaustion. I can't imagine being on year three of the exhaustion as an AI bear. I'm just like, trying to call a top on something that's, so early in the largest industrial build out of modern history. Like, I just, it's a wrong

side to the wrong team to be on. I also don't understand why people want to be on that team. It's kind of interesting, but I don't know what's, how do you view about view the reminder, sober reminder bears continue getting on his V-shaped recoveries like every six months? Yeah. They're like the broken clock people now, right? The, the twice a, twice a year, the right twice a year. Yeah. You stay next to all year. You just constantly talk about what's

going to collapse, what's going to fail, all the jobs, all the apps, none of the data centers are going to get built. The economy is about to crash. Tariffs are going to create crazy inflation. There's always something. And it's like, for like a second, it'll look right. Like, oh my gosh, Iran and look, the market's like straight of Hormuz is going to be closed. And we don't have

enough helium gas for the fabs in Taiwan. And in two weeks, they won't be able to make chips any, but like, here's the one thing, like if they're smart, like the Jane street types and the citadels, the ones that really can play the volatility well, what a gre...

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

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

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

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.