EPISODE · Oct 11, 2025 · 52 MIN
AI Miners, Cloud Rigs & Quantum Stocks Surge | Futurum Equities Ep. 17
from Futurum Equities Podcast · host Futurum Equities Podcast
In Episode 17 of Futurum Equities Podcast, Daniel Newman and Shay Boloor analyze the companies powering the next wave of AI infrastructure and compute demand. From Bitcoin miners pivoting to AI workloads ($IREN, $CIFR, $WULF) to quantum and analytics innovators ($IONQ, $RGTI, $PLTR), the discussion breaks down which sectors are best positioned for growth in 2025 and beyond. They also explore cloud performance leaders like $DOCN and the emergence of NBIS and RKTI in the AI hardware race — offering perspective on valuation, scalability, and investor opportunity as compute becomes the new oil.
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AI Miners, Cloud Rigs & Quantum Stocks Surge | Futurum Equities Ep. 17
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