SK Hynix Is Sold Out Through 2029 as Seagate Locks In Demand Into 2030
SK Hynix is sold out through 2029 as Micron and Seagate show AI memory and storage demand remaining tight into 2030.
Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks
The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.
What a $1.4 Trillion AI Chip Market Means for Everything Around the GPU
The AI infrastructure boom is getting so big that the industry's biggest challenge is increasingly becoming physical scarcity.
Our 13-Signal AI Bubble Checklist Says the Peak Isn’t Here Yet
Seven of 13 AI bubble warning signs are flashing, but strong chip orders and full data centers still argue against a confirmed peak.
The New Space Race Is About Who Controls the Infrastructure
Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.
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More PodcastsThe One NeoCloud Stock to Buy Now
NeoCloud stocks face a major shakeout. Discover which AI infrastructure stock Luke Lango believes could emerge as a long-term winner.
