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FUTURUM EQUITIES PODCAST EPISODE #32
Daniel & I dove into five big themes:
• Is AI taking your job?
• Where we’re buying the dip
• What I’m doing with $EOSE
• Earnings reactions: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB, $IONQ, $AXON, $DOCN
• What Jack Dorsey’s 40% layoff means for seat-based models: $MSFT, $NOW, $WDAY, $CRM
Plus a 10-minute live Q&A at the end.

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