@FuturumEquities FuturumEquities

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

FuturumEquities is concentrated on AI infrastructure, especially SpaceX-adjacent orbital compute, semiconductor networking, advanced packaging, and power/fuel supply. The distinctive read is that AI compute demand is still underestimated across GPUs, ASICs, memory, networking, and power, with SPCX framed as the launch and orbital compute winner. No explicit position disclosures or directional trade calls appeared in the supplied window; late-week flow shifted toward Trainium competition and nuclear fuel supply for AI power needs.

The author stayed concentrated on AI infrastructure, with SPCX, AVGO, MRVL, NVDA, NOW, and packaging names carrying most of the narrative weight. There were no explicit add, trim, exit, or position disclosure signals in the supplied set, so conviction trajectory is best described as consistent rather than demonstrably intensifying or fading. Late-week attention broadened toward AMZN Trainium as a challenge to NVDA and OKLO/LEU as a power-supply angle.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.