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    Luke Lango headshotLuke Lango's Hypergrowth Investing
    Luke Lango headshotLuke Lango's Hypergrowth Investing
    • Meet Luke
    • Articles
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    Podcasts

    Video

    The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)

    By Luke Lango and the InvestorPlace Research Staff and John Kilhefner Jun 5, 2026, 8:44 am EDT

    The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die 鈥 and what it signals for AI, chips, and drones.

    Video

    5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)

    By Luke Lango and the InvestorPlace Research Staff and John Kilhefner Jun 3, 2026, 8:17 am EDT
    Video

    SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy聽(and the Quantum Play You’re Missing)

    By Luke Lango and the InvestorPlace Research Staff and John Kilhefner May 30, 2026, 7:16 am EDT
    Video

    The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout

    By Luke Lango and the InvestorPlace Research Staff May 28, 2026, 8:41 am EDT
    Video

    The 10-Year Treasury Just Sent the Fed a Message It Can’t Ignore

    By Luke Lango and the InvestorPlace Research Staff May 23, 2026, 8:51 am EDT

    Latest Podcasts

    Video

    Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026

    By Luke Lango and the InvestorPlace Research Staff May 21, 2026, 8:43 am EDT
    Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
    Video

    The AI Boom’s Best-Kept Secret

    By Luke Lango and the InvestorPlace Research Staff May 15, 2026, 8:00 am EDT
    Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next one is forming.
    Video

    5 Tech Stocks Powering the Next Leg of the AI Boom

    By Luke Lango and the InvestorPlace Research Staff May 14, 2026, 8:15 am EDT
    Five tech stocks to buy now as the AI buildout accelerates: IonQ, DoorDash, Astera Labs, 抖阴最新版, and Reddit. Luke Lango breaks down the Q1 2026 setup.
    Video

    The 27.1% Number That Just Killed the AI Bubble Debate

    By Luke Lango and the InvestorPlace Research Staff May 8, 2026, 8:44 am EDT
    S&P 500 Q2 2026 earnings are growing 27.1%, or more than double estimates. Here's why the AI boom just turned from story to fundamental.
    Video

    The AI Infrastructure Trade Catches Its Breath

    By Luke Lango and the InvestorPlace Research Staff May 7, 2026, 8:33 am EDT
    SanDisk (SNDK) trades at 9x forward P/E. Nebius (NBIS) is growing revenue 500%+. Luke Lango breaks down why the dip in AI infrastructure stocks is a buying opportunity.
    Video

    $725 Billion and Counting: Why the AI Gusher Is Just Getting Started

    By John Kilhefner and Luke Lango and the InvestorPlace Research Staff May 3, 2026, 8:50 am EDT
    The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
    Video

    War, Watts, and the AI Buildout That Won’t Stop

    By Luke Lango and the InvestorPlace Research Staff Apr 17, 2026, 8:19 am EDT
    On this week's Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right now
    Video

    Anthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026

    By Luke Lango and the InvestorPlace Research Staff Apr 10, 2026, 8:05 am EDT
    Anthropic's revenue just exploded from $1 billion to $30 billion in 15 months. Here's what it means for AI investors and why the Anthropic IPO could dwarf both OpenAI and SpaceX.
    Video

    Why AI Infrastructure Stocks Could Be the Smartest Buy in a Flat 2026 Market

    By Luke Lango and the InvestorPlace Research Staff Mar 16, 2026, 8:16 am EDT
    As Wall Street turns volatile and selective in 2026, AI infrastructure stocks may offer the clearest edge. Here鈥檚 why chips, networking, and data-center plays could outperform.
    Video

    The Iran Conflict Is Reshaping Every Market Right Now

    By Luke Lango and the InvestorPlace Research Staff Mar 6, 2026, 4:33 pm EST
    Markets are moving fast, but not every headline deserves a portfolio change. In this issue, we separate short-term war volatility from the longer-term forces still shaping investor returns: the AI spending boom, rising defense budgets, hard-asset tailwinds, and the growing…
    Video

    When Abundance Becomes Disruption: The AI Spending Migration Begins

    By Luke Lango and the InvestorPlace Research Staff Feb 27, 2026, 5:07 pm EST
    Discover why AI spending is concentrating in the semiconductor and infrastructure layer 鈥 including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and 抖阴最新版 鈥 and how to position before the divide becomes obvious.
    Video

    AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can鈥檛 Ignore

    By Luke Lango and the InvestorPlace Research Staff Feb 18, 2026, 8:44 am EST
    This is the heart of what we鈥檝e been calling 鈥淪aaSmaggedon鈥 鈥 the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI agents, automation, and autonomous workflows.
    Video

    Bitcoin as Digital Gold? Why the Safe-Haven Thesis Is Being Tested

    By John Kilhefner and Luke Lango and the InvestorPlace Research Staff Feb 6, 2026, 2:59 pm EST
    Bitcoin was built to be 鈥渄igital gold,鈥 offering shelter from inflation and currency turmoil. But in today鈥檚 storm of de-dollarization and rising inflation, gold is soaring while Bitcoin lags. Discover why Bitcoin鈥檚 safe-haven thesis is under the microscope, what experts…

    Is Nvidia鈥檚 鈥楩errari鈥 抖阴最新版 to Get Overtaken by a Fleet of Toyotas?

    By Luke Lango and the InvestorPlace Research Staff Dec 5, 2025, 4:26 pm EST
    An upheaval is underway in the tech world, one that could upend the hierarchy of the $1 trillion AI chip industry. And savvy investors stand to profit handsomely, if they can spot the new 鈥淭oyotas鈥 of AI before the crowd鈥
    Video

    The Next Great AI Trade Hiding in Plain Sight

    By Luke Lango and the InvestorPlace Research Staff Nov 21, 2025, 8:03 am EST
    Lithium is shifting from an EV story to the next major AI trade. Discover why data centers, robots, and physical AI could spark a massive lithium boom by 2026.
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