AI Data Centers, the Next Bottleneck & the Santa Rally | Futurum Equities Podcast Ep. 24
Автор: Futurum Equities
Загружено: 2025-12-20
Просмотров: 1896
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In Episode 24 of the Futurum Equities Podcast, Shay Boloor and Daniel Newman break down where the AI trade is heading into 2026 and what investors should be watching next.
They analyze AI data center leaders including $NVDA, $AMD, $ORCL, $CRWV, $IREN, $CIFR, and $NBIS, focusing on accelerating infrastructure demand and capital spending. Shay and Daniel then turn to the next AI bottleneck, covering memory, networking, power, and cooling names such as $MU, $AVGO, $ALAB, $EOSE, $OKLO, and $VRT.
The episode also examines the Santa Rally setup, with discussion around $SPY, $QQQ, $ARKK, and $IWM, and how seasonal momentum could influence year-end positioning. Looking ahead to software in 2026, Shay and Daniel evaluate platforms including $SNOW, $MDB, $DDOG, $NOW, $CRM, $ADBE, and $ZETA through the lens of durability, margins, and AI-driven expansion.
The conversation closes with a reveal of Shay Boloor’s new #1 holding and why it has moved to the top of his portfolio.
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