Lumentum’s 680% Run Created a New Portfolio Problem
Lumentum stock keeps winning on AI optics demand. Now its 680% gain raises a different question: how much should investors own?
AI Is Creating More Winners Than Investors Can Track
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
China Targeted MP Materials for a Reason
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
Space Stocks Crashed in July. Their Businesses Didn’t.
Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.
The AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.
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More Podcasts5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover
In this episode of Being Exponential, Luke Lango dives into five of the biggest space stocks shaping the rapidly expanding space economy: Redwire (RDW), BlackSky (BKSY), Rocket Lab (RKLB), AST SpaceMobile (ASTS), and SpaceX (SPCX).
