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In an agentic world, AI agents do the work but someone has to define permissions, route actions across systems, log what happened and prove control when something goes wrong. The agent becomes the worker while the system of record becomes the manager. I break down why that…
FUTURUM EQUITIES PODCAST EPISODE #28 Daniel & I dove into four big themes: 1. Davos 2026 quietly confirmed a regime shift The conversations weren’t about AI potential anymore but were about power constraints, deployment timelines & who actually controls bottlenecks. 2. Why I…
Companies with no actual competition: 1. $PLTR 2. $DUOL 3. $AMD 4. $SPOT 5. $HIMS 6. $TSLA
An undervalued stock can't beat a short-term pullback or correction... But it can beat it with time. I'm looking at you $ZETA $OSCR $MBLY $DLO $ONTO $FLNC $IREN $NBIS $AMZN $AMD
Tell me how this makes sense.
$HIMS is now the #5 most shorted stock on Wall Street. It's also the ONLY company in the top 10 that is: - Profitable - Growing revenue - FCF positive - Clean balance sheet The other 9 companies: - Losing money - Shrinking revenue - Or buried in debt
A list of wealth-generation opportunities: • $GRAB at $4 • $NVO at $62 • $HIMS at $31 • $LMND at $79 • $ROOT at $70 • $IREN at $57 • $NBIS at $108 • $AMD at $231 • $META at $620 • $AMZN at $239 • $PATH at $14 • $DUOL at $150 • $OSCR at $16
This is a simple guide on how you will outperform the S&P 500 by a large margin in 2026… Just invest into these 8 stocks which are involved in the Space, Robotics, & AI sectors: 1. $ONDS 2. $ZETA 3. $PATH 4. $TSLA 5. $NBIS 6. $ASTS 7. $RKLB 8. $IREN Don’t miss out on these…
$BIDU is a $300 stock at $143 $NVO is a $150 stock at $59 $ETH is a $9000 position at $3000 $OSCR is a $45 position at $17 $HIMS is a $137 position at $31 $GRAB is a $10 position at $5 $ZETA is at $66 position at $24
These stocks are long-term wealth generation opportunities: • $AMD at $203 • $META at $653 • $HIMS at $31 • $ROOT at $76 • $AMZN at $247 • $NBIS at $97 • $NVO at $58 • $DUOL at $176 • $LMND at $79 • $IREN at $46
I’m betting my entire net worth in 2026 on 4 predictions - (from early $6.34 $PLTR investor): → $DUOL hits $1T dominating global education. → $HIMS = a $500B giant in 5 years. → $PLTR hits $2T as AI ontology grows. → $AMD crushes NVIDIA via chiplets. Duolingo thesis. 👇
3 growth stocks I’m buying: $HIMS $NBIS $AMD 3 undervalued stocks I’m buying: $GRAB $NVO $UNH 3 stocks I’m avoiding: $AAPL $PLTR $GOOGL
Βαρουφάκης: Πήρα ecstasy το 1989 στην Αυστραλία. ΕΛΑΣ:
In 2010, 10,000 bitcoin bought two pizzas. In 2007, Netflix mailed DVDs. In 1999, Amazon sold books AND lost money every quarter. People didn’t miss these Big Ideas because they ignored them. They missed them because they underestimated them. They saw a product. Not a…
Find work you love. Start a big family (12 children). Get wealthy, but don’t get weak. Worship God, control desire. Train hard, stay fit. Read old, difficult books. Build things, take risks. Marry well. Build a dynasty.
THE 8 LAYERS OF THE REAL-WORLD AI BOOM 1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on. 2. Those chips only work at scale because of networking & optics where $ANET, $CRDO, $CIEN, $LITE & $AAOI move massive amounts of data between…
My 3-year price targets: • $AMD: $900 • $META: $1,400 • $AMZN: $500 • $HOOD: $350 • $ROOT: $400 • $HIMS: $500
This portfolio will crush any index over the next 3 years: • $HIMS • $NBIS • $AMD • $LMND • $IREN
15 DIRECT BENEFICIARIES FROM AN AGGRESSIVE FED HEADING INTO 2026 Where Liquidity Shows Up Immediately 1. $UPST gains loan volume as banks loosen credit standards 2. $PGY sees AI-driven loan volume compound as easier money expands consumer credit 3. $HOOD captures higher trading…
THE SEXIEST WATCHLIST FOR 2026: 1. $IREN 2. $NBIS 3. $NVDA 4. $PLTR 5. $AVGO 6. $APP 7. $CRDO 8. $MELI 9. $ALAB 10. $AXON 11. $SHOP 12. $ANET
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