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What the AI Industry Could Learn from the Three Mile Island Meltdown
For three years, the AI trade has run on a simple assumption: chips get built, power gets found, and the buildout continues. My tech researcher and I spend most of our time worrying about the technical risks to that assumption. Does the industry run out of chips? Out of power? Out of money?
Nvidia Just Revealed the Next Big AI Bottleneck
Nvidia’s latest earnings reveal where the next AI bottleneck is forming — and why AI bottleneck stocks could become the market’s next major winners.
The $50 Trillion Robot Boom Starts at $10 an Hour
Humanoid robots could soon cost less than factory labor, opening a Physical AI market across chips, sensors, motors, and software.
The AI Race Is Leaving the Planet
SpaceX plans to put Nvidia's Vera Rubin platform in orbit in 2027, moving space data centers from theory toward deployment.
Nvidia Sold the Market a New Story, and It Bought It. Here’s Why.
Nvidia's earnings reset the market's AI narrative. Here's the guidance behind the move and where the supply chain money flows next.
Nvidia Took Claude From 30% to 100% – Without Building a Better Model
Nvidia took Claude from 30% to 100% on a tough AI test, showing why memory, tools, and orchestration may drive the next agent boom.
The Best AI Stocks to Buy Now, Plus We Rank Our Top 4 Neoclouds
Luke Lango ranks AST SpaceMobile vs. SpaceX, breaks down why Corning's bounce is not finished, ranks the top neocloud stocks, and explains why Qualcomm is a sleeping dragon in physical AI.
The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
The 161-Year-Old Warning Hiding in the Tech Selloff
AI token prices look flat to falling — but compute costs are up 27% and usage has gone vertical. Here's why this week's AI selloff is sentiment, not fundamentals.
The First Crack in the Ice: Why Crypto Winter May Finally Be Thawing
Bitcoin just reclaimed its 200-day moving average after 9 months below it — a rare setup that's preceded major cycle lows before. Here's the evidence, the risks, and what to watch next.
How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO
Ten-year yields near 4.7%, oil near $90 — the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure trade, and the one thing that actually could.
The Reason China Targeted MP Materials Might Shock You
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
The Most Important Part of Unitree’s IPO Wasn’t the Robot
Unitree's 460% IPO spotlights physical AI stocks across chips, sensors, optics, robotics, memory, power, and networking.
AI Spending Just Revealed a $7,000 Gap Between Winners and Losers
Top agentic AI adopters now spend $7,400 per employee monthly, versus just $12 for the average firm. Here's why that gap points to an AI infrastructure supercycle with years of room left to run.
The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’
Luke Lango breaks down the earnings that dismantled the peak spending narrative, what the July CPI print means for rates, and why the AI stock buying window reopened.
4 Catalysts That Could Put Space Stocks Back in Orbit in 2026
Space stocks have four new catalysts in 2026 – policy execution, SpaceX validation, orbital compute, and a collapsing launch cost curve.
Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative
Microsoft, TSM, and Cisco are showing real AI demand as revenue begins to catch up with record infrastructure spending.
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?
5 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).
