FUTURUM EQUITIES PODCAST EPISODE #50# Daniel and I will be live today at 1 PM ET exclusively on the Futurum Equities YouTube channel covering: • Why $GOOGL may be the most mispriced winner of the AI buildout and what its rising capex means for $NBIS, $CRWV, $CIFR, $DOCN, $AMZN & $MSFT • Whether $INTC breakout quarter marks a real turnaround and what it still needs to prove across 18A, 14A & external foundry demand • How $IREN $2.8B in new AI cloud contracts and customer prepayments are changing their story • Why $NOW rose while $TSLA fell after earnings & what that says about visible AI revenue versus future AI promises • What Kimi K3’s compute constraints signal for memory and networking across $MU, $SKHY, $AVGO, $CRDO, $ALAB & $MRVL We’ll leave the last 15 minutes for live Q&A so bring your questions!