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. More
Podcasts
The 27.1% Number That Just Killed the AI Bubble Debate
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. More
The AI Infrastructure Trade Catches Its Breath
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. More
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall. More
War, Watts, and the AI Buildout That Won’t Stop
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 More
Anthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026
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. More
Why AI Infrastructure Stocks Could Be the Smartest Buy in a Flat 2026 Market
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. More
