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—and why that's exactly what he expected. More 

These 2 Sectors Are Quietly Breaking Out While Wall Street Panics

The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks to buy now. More 

Why These Cheap Artificial Intelligence (AI) Stocks Are Still a Buy Despite the Selloff

Cheap AI stocks like SpaceX, TeraWulf, Amazon, Palantir, and Micron are dropping on sentiment while Wall Street's earnings conviction holds firm. More 

The AI Selloff Is Not the End. It Is the Setup.

Luke Lango uses a 1908 auto industry panic to explain why the AI infrastructure sell-off may be setting up its next big move, not ending it. More 

How to Buy This AI Selloff Without Catching a Falling Knife

From optical components to nuclear power to space solar, Luke Lango applies the jade trader's test-hole method to five reader-requested AI stocks. More 

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. More 

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. More