Gönderi

FUTURUM EQUITIES PODCAST EPISODE #46 Daniel and I will be going live tomorrow at 1:00 PM EST on the Futurum Equities YouTube channel to discuss: • $ASTS launching three satellites and the ongoing expansion of the space economy • Jensen Huang’s involvement in breaking ground on $COHR’s InP laser fabrication facility, and why optical technology may become the next major AI bottleneck impacting $AAOI, $VIAV, $MRVL, $CRDO, $LITE, and $AEHR • The implications of the $SPCX Cursor deal for the future of software equities and workflow ownership • $NVDA and $GOOGL advancing toward 800V DC power systems ahead of schedule as AI data centers scale toward megawatt-level demand, and what this signals for $NVTS and $VRT • Whether Kevin Warsh’s first Federal Reserve meeting indicates a more hawkish policy shift rather than a dovish pause The final 10 minutes will be reserved for live Q&A—bring your questions.#WarshDropsGuidance #USIranMOUSigned #OKXBeautifulGame