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Most Recent
Podcasts
Get Into The AI Trade Before This Happens
Luke explains why he’s not concerned by the recent AI infrastructure selloff, despite weeks of weakness across semiconductor and AI hardware stocks. He breaks down why strong earnings from TSMC, ASML, Samsung, and Aehr Test Systems weren’t enough to reignite the rally鈥攁nd why that’s exactly what he expected.
Latest Podcasts
5 AI Stocks Wall Street Is Selling That You Should Be Buying
While the market was busy selling AI stocks, these stocks were reporting some of the strongest numbers of the entire AI Boom.
Micron’s Run Looks Unstoppable. Here’s the One Number We’re Watching.
Luke Lango breaks down the AI memory boom with Matt Weinschenk, including why this cycle differs from past ones, and the single signal that will tell him when it's time to get out.
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming "bubble," but the data says this bubble hasn't even started inflating yet.
The Inspector’s Eye: How We Read Past the Sticker Price on AI’s Biggest Movers
Luke Lango and the team explain EBIT vs. EBITDA and break down buy zones on optics stocks, BWXT, Bloom Energy, and Micron in this week's Being Exponential Q&A.
5 More Space Stocks to Buy After the SpaceX IPO
We walk you through what the SpaceX IPO actually proved, why orbital compute may be the most valuable real estate of the next decade, and which beaten-down names could lead the comeback tour.
Is the AI Selloff a Buying Opportunity? The Data Says Yes
AI stock selloff got you spooked? Broadcom's $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks it down.
The Grandest Castle Ever Floated (and the Stocks to Profit From It)
The SpaceX IPO has Wall Street debating trillion-dollar valuations. Luke Lango argues the selloff it triggered is actually the buying opportunity investors have been waiting for in Corning, Ciena, Broadcom, and Redwire.
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
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.
5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says to avoid right now.
SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy聽(and the Quantum Play You’re Missing)
SpaceX IPO stocks to buy, quantum computing plays, and the late-inning market signals every growth investor needs to understand now
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names 鈥� from Micron to Arm 鈥� leading the move.
The 10-Year Treasury Just Sent the Fed a Message It Can’t Ignore
Every basis point higher in the 10-year Treasury puts downward pressure on growth stock valuations through pure discount math.
Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
The AI Boom’s Best-Kept Secret
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.
5 Tech Stocks Powering the Next Leg of the AI Boom
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.
