FUTURUM EQUITIES PODCAST EPISODE #27
Daniel & I dove into four big themes:
1. $Taiwan Semiconductor Manufacturing(TSM)$ earnings reset the AI narrative.
When the company that actually builds the silicon says demand is still outrunning supply then it confirms AI is already a real business with real demand. We break down what that means for the AI Utility trade in $IREN Ltd(IREN)$ , $NEBIUS(NBIS)$ & $Cipher Mining Inc.(CIFR)$ .
2. A SpaceX IPO would force a repricing of space infrastructure.
That has major implications for $Rocket Lab USA, Inc.(RKLB)$ building end-to-end space logistics, $AST SpaceMobile, Inc.(ASTS)$ turning space into a global cellular network & $Planet Labs Pbc(PL)$ monetizing continuous Earth data from orbit.
3. Is SaaS actually dead or has the bar just moved?
We discuss whether software rebounds or whether the AI economy shifts the requirement from “good product with recurring revenue” to owning a true control point in an autonomous world.”
4. The next AI bottleneck nobody is talking about.
A setup emerging in 2026 that looks strikingly similar to what we saw in $Micron Technology(MU)$ in 2025.
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