Earnings Momentum, Space Plays & the Future of AI | Futurum Equities Ep. 16
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Earnings Momentum, Space Plays & the Future of AI | Futurum Equities Ep. 16
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About this listen
In Episode 16 of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman analyze a wide range of market stories driving headlines. They begin with $NFLX, breaking down earnings momentum and subscriber growth trends, before shifting to $MELI’s position as a dominant e-commerce and fintech player in Latin America. $RDDT’s growth story and user engagement strategies are examined in the context of monetization opportunities, while $RKLB highlights growing investor interest in space exploration and launch services.
The conversation moves to $ASTS, where Shay and Daniel debate the potential of satellite-based mobile networks, followed by $EOSE’s role in the clean energy storage sector. They also spotlight $CLPT and the ongoing innovation in healthcare and biotech. A significant portion of the discussion centers on $NVDA, its leadership in AI, GPU demand, and its broader influence on tech markets. Finally, they close with a forward-looking discussion on $QC and how quantum computing and AI convergence may reshape future opportunities.
Throughout the episode, Shay and Daniel offer strategic insights into valuation, growth narratives, and where investors should keep an eye in the months ahead.