Why NVIDIA Will Save The Market | Futurum Equities Ep. 31
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About this listen
In Episode 31 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during a volatile trading session to break down what’s really happening beneath the headlines. The episode dives into recent market turbulence, sharp pullbacks across fintech and growth stocks, and the shifting narratives around software, data centers, memory, and cybersecurity. With SoFi under pressure and broader tech sentiment rotating quickly, Daniel and Shay examine whether these moves reflect structural change or short-term overreaction.
They also discuss the psychological side of investing during fast-moving markets, the impact of macro events on volatility, and how algorithm-driven trading continues to amplify price swings. Throughout the conversation, the focus remains on disciplined capital allocation, long-term conviction, and identifying where fundamentals still support durable growth.