FUTURUM EQUITIES PODCAST EPISODE
$Meta Platforms, Inc.(META)$ building “Meta Compute” to sell surplus GPU capacity & compete with
$Amazon.com(AMZN)$ AWS,
$Microsoft(MSFT)$ Azure & $Alphabet(GOOGL)$ Cloud
• Whether the neocloud selloff is a re-rate or overreaction for $NEBIUS(NBIS)$, $IREN Ltd(IREN)$, $Cipher Mining Inc.(CIFR)$, $CoreWeave, Inc.(CRWV)$ & $TeraWulf Inc.(WULF)$
• Whether $Micron Technology(MU)$ should worry about $Apple(AAPL)$exploring Chinese memory suppliers
• Whether the software bounce is structural or a dead cat bounce for
$Palantir Technologies Inc.(PLTR)$, $Snowflake(SNOW)$, $ServiceNow(NOW)$, $Datadog(DDOG)$& $Zeta Global Holdings Corp.(ZETA)$
• The brand new position I added to the Family portfolio.
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