Shay Boloor(@StockSavvyShay):FUTURUM EQUITIES PODCAST EPISODE #53 Daniel and I will be live today at 1 PM ET exclusively on the Futurum Equities YouTube channel covering: • What to expect from $NVDA earnings next week • What the $MRVL & $GOOGL deal really says about AI infrastructure • Why $TEM could be the next AI rerating as personalized cancer therapy makes tumor sequencing increasingly critical • What an October Anthropic IPO could mean for the AI trade and how it could reshape capital flows across the sector • Why Citadel’s Situational Awareness unwind may explain part of the August AI infrastructure selloff We’ll leave the last 15-20 minutes for live Q&A so bring your questions!

2026.08.21 16:01

FUTURUM EQUITIES PODCAST EPISODE #53# Daniel and I will be live today at 1 PM ET exclusively on the Futurum Equities YouTube channel covering: • What to expect from $NVDA earnings next week • What the $MRVL & $GOOGL deal really says about AI infrastructure • Why $TEM could be the next AI rerating as personalized cancer therapy makes tumor sequencing increasingly critical • What an October Anthropic IPO could mean for the AI trade and how it could reshape capital flows across the sector • Why Citadel’s Situational Awareness unwind may explain part of the August AI infrastructure selloff We’ll leave the last 15-20 minutes for live Q&A so bring your questions!