Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
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Alphatica — JUST IN: Mercury Systems lands a multi-year order for 1,000 RTBX06 BuiltSECURE servers from defense distributor Blue Raven.
$MRCY +48% YTD, +124% over 52 weeks. The rugged-edge-co…↗
May 20
Alphatica — @InternetLaw8 This is very back of the napkin as we are getting closer to the closing bell. $SSTI and $RXRX jumped out at first but both are small caps so you will have to stomach…↗
May 20
Alphatica — Keep an eye on these names in after-hours trading and over the next few days. $NVDA’s earnings report tonight presents supply chain risks to both the upside and downside, as these…↗
April 2026 · 1 mention
Apr 22
Michael Sikand 🦑 — AI ARSENAL: $46B
The brain wiring every sensor to every shooter.
Maven scaling to the whole force.
$OSS, rugged AI servers for combat
$BBAI, battlefield decision AI
$MRCY, AI pro…↗
February 2026 · 1 mention
Feb 3
KaizenInvestor — $MRCY just dropped 11% despite a Q4 double beat. While the adjusted numbers look great, the company still reported a $15 million GAAP net loss.
Mercury Systems is showing that it…↗
Shay Boloor — $SPCX IPO helped re-rate the space trade this year and Anduril going public in 2027 could do the same for drones.
$MRCY is my picks-and-shovels play on this thematic since they su…↗
Jun 9
Shay Boloor — TUNE INTO FOX BUSINESS
I’ll be covering:
• Why tech pullback looks more like a rates-driven reset than a breakdown in AI demand
• How I’m thinking about $SPCX & $NVDA in space-ba…↗
Jun 7
Shay Boloor — MY 4 FAVORITE DRONE COMPANIES
One of my top initiatives for the Growth Portfolio over the rest of the year is building out my 'Drone' bucket.
I’m building exposure across every l…↗