Daniel Newman

RT @danielnewmanUV: I think Tesla Optimus is a substantial opportunity for Tesla scale. And at a price of 20-30k there is a sizable market…

Seen this movie before. Other than Apple have any tech names executed this well? $META

unusual_whales @unusual_whales

Meta, $META, is working to open retail stores, per BI

RT @danielnewmanUV: Happy NVIDIA day everyone 🤓 Great way to start this newly minted national holiday chatting with @Varneyco and @LouBase…

This is why San Francisco has the reputation it does. RIP education, merit, and high achievement in this once great city. 😢 🪦

Garry Tan @garrytan

San Francisco schools is trying its absolute hardest to make sure all middle income families who could move out of the city do so right away “Grading for Equity” is going to be a real disaster and I guess this is a boon for SF private schools and Burlingame housing prices https://t.co/WiKYETamlZ

I think Tesla Optimus is a substantial opportunity for Tesla scale. And at a price of 20-30k there is a sizable market for a true humanoid robot. (We are estimating in the trillions) I also can’t help but think there will be humanoid robots that will be as capable for 10k or

Shay Boloor @StockSavvyShay

DAVID SACKS SAYS $TSLA HUMANOID ROBOTS COULD DO EVERYTHING HUMANS CAN -- WITHIN 5 YEARS 👀 https://t.co/6va0NKmOqc

Happy NVIDIA day everyone 🤓 Great way to start this newly minted national holiday chatting with @Varneyco and @LouBasenese previewing what to expect. The TLDR👇🏻 —A beat isn’t enough anymore. A strong beat and an optimistic outlook is key. —A good result will anchor the rally https://t.co/3SeWKUpQei

RT @LouBasenese: It's a good day when you get to share the screen and meet @danielnewmanUV in person the first time on @Varneyco Must fo…

Another birthday today as Qualcomm turns 40 and hosts a little shin dig in NYC to celebrate. An impressive journey from radios to compute and AI 👇🏻 $QCOM https://t.co/LydddipPbV

RT @danielnewmanUV: Fun way to turn 44. Joining the Big Money Show on Fox Business as Guest Host. We talked a lot of AI, NVIDIA earnings,…

Fun way to turn 44. Joining the Big Money Show on Fox Business as Guest Host. We talked a lot of AI, NVIDIA earnings, the big beautiful bill and more. Entering this trip around the sun in the best shape of my life. Ready to build the future and for the next wave of growth for https://t.co/h9Qxvfq5AC

Look forward to spending my 44th birthday guest hosting @TheBigMoneyShow with @RiggsReport @dagenmcdowell @BrianBrenberg and @JackieDeAngelis talking AI, The Big Beautiful Bill and more. 👇🏻 https://t.co/vVnTJnmhrg

The Big Money Show @TheBigMoneyShow

A new report shows Americans want Big Tech to develop A.I. slowly- even if it delays key breakthroughs. We’ll discuss how that may affect the arms race with China on the Big Money Show. @danielnewmanUV joins at 1p. @RiggsReport @dagenmcdowell @BrianBrenberg @JackieDeAngelis https://t.co/biMWFD7b44

RT @danielnewmanUV: The clip —> I broke down the Apple + Tariff saga on CNBC on Friday. 👇🏻 Much more to it than meets the eye. And why the…

RT @danielnewmanUV: Reiterating what I have been saying. Without meaningful competition TSMC can charge ‘effectively’ whatever it wants.…

RT @danielnewmanUV: Great visual👇🏻ahead of $NVDA earnings this week. How much of the rest of Mag 7 overall CapEx goes directly to NVIDIA?…

RT @danielnewmanUV: It isn’t chip innovation that puts U.S. and western AI leadership at risk. I’m comfortable that NVIDIA can maintain lea…

In the AI era, data and more importantly quality and access to rich enterprise data will be a critical determinant of winners and losers. Salesforce is doubling down on this as it announces it has reached a definitive agreement to acquire informatica. This deal will provide a https://t.co/0XoGTEwDLI

Reiterating what I have been saying. Without meaningful competition TSMC can charge ‘effectively’ whatever it wants. What meaningful option do the chip designers have? And yes, again…this is why Intel and Samsung need to get their houses in order. $TSM $INTC

Ray Wang @rwang07

BIG: Morgan Stanley confirms TSMC might hike US fab wafer price by AT LEAST 10%. 1) 10% wafer price hike likely: TSMC’s other US semi customers with whom we cross-checked believe a 10% wafer price hike for the US fab is likely. 2) Seeking for Semi Tariff Exemptions: On 21 https://t.co/KmVsrv6MUE