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Most Recent
Podcasts
When Abundance Becomes Disruption: The AI Spending Migration Begins
Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes obvious.
Latest Podcasts
Michael Burry Warns: Is the Biggest Tech Rally of Our Era Built on a Lie?
Is the AI bubble built on faulty accounting? Michael Burry warns that Big Tech is inflating earnings by billions. Discover what this means for AI stocks—and whether the boom is set to burst.
The Week Wall Street Misread AI (and the $380B Capex Wave Ahead)
Big Tech’s strongest earnings met sell-offs—but a $380B AI capex funnel is powering AI stocks, including chips, storage, networking, and data-center energy.
The Secret to Profiting from the AI Boom
Miss the AI Boom winners and you’re stuck financing burritos on BNPL (buy now, pay later) while your neighbor’s AI stock rips to all-time highs.
5 Profit Forces in AI to Make Money (And Avoid the Bust)
In this week’s podcast, we’ll break down the five key forces powering the AI revolution, and show you how to ride this wave for potential profit now, while staying alert to the warning signs that others ignore. These are the…
How Did These Stocks Jump 200% So Fast?
One big tailwind propping up this “stupid” market: Uncle Sam is literally picking winners. The U.S. government has started assembling what we dub the “President’s Portfolio”: taking equity stakes in companies deemed critical to national security (from chips to minerals).…
AI Stocks Soar While Main Street Sputters … Dot-Com Déjà Vu?
Even the biggest tech bull (yours truly) has to acknowledge that today’s AI bull market rally can’t outrun economic gravity forever.
Fed’s ‘Risk-Management’ Cut Sets the Stage for Tech’s Next Boom
With the Fed-induced drop in mortgage rates, Opendoor’s core business of buying and selling homes could hit the gas. When borrowing costs fall and homebuyers regain confidence, housing activity picks up – more people list homes and more people buy.
5 All-In Summit Tech Trends Driving the Next Boom
Tech leaders at the All-In Summit—from Elon Musk to Palantir’s Alex Karp—unveiled groundbreaking shifts in AI, finance, energy, and space. Investor Luke Lango shares five key trends powering this exponential boom (driving stocks like Palantir, Arm, and Rocket Lab) and…
AI’s Gold Rush: Tech Winners, Job Shake-Ups, and Powering the Boom
In this week’s Being Exponential, I break down why the AI boom still has plenty of upside — and why timing is everything. From Nvidia’s (NVDA) blockbuster earnings to breakout momentum at CrowdStrike (CRWD), Snowflake (SNOW), and Pure Storage (PSTG),…
Why Opendoor and AI Stocks Could Be Set to Boom … and Then Bust
The biggest tech stock boom since the dot-com era is unfolding in AI stocks right now, and it could hand investors immense gains – if they know when to step off the dance floor.
ChatGPT‑5 Changed the Narrative: Why AI’s Next Leap Could Shrink the Winners’ Circle
ChatGPT-5 is a major step forward, but AI’s next leap won’t just change the game—it could redraw the scoreboard, concentrating the spoils among a select few platforms.
Wall Street’s AI Rubicon: Jobs Crack, Stocks Split – Go All-In on AI
We’ve crossed a historic line in markets and the workplace — an “AI Rubicon” — and the only winning move now is to go all-in on artificial intelligence. Whether you’re a worker protecting your career or an investor chasing exponential…
Tesla’s Tug-of-War: Why the Future Still Belongs to Elon Musk
As Tesla’s latest earnings season wraps up, the EV giant finds itself straddling two divergent realities
How Rare Earths, Inflation, and Tech Will Drive Markets Higher in 2025
My motto remains: AI with AI. That means focusing your portfolio squarely on companies directly enabling the AI revolution – semiconductors, energy infrastructure, battery makers, AI software deployers, and key materials suppliers like MP Materials.
Symbotic Stock Could Lead as AI Transforms Industries from Warehouses to Washington
With its cutting-edge robotics and software solutions, Symbotic stock is poised to lead in this new era of intelligent automation.
