Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop I have analyzed in years? I aim to find out in this week's Being Exponential…

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.…

Nvidia's earnings reset the market's AI narrative. Here's the guidance behind the move and where the supply chain money flows next.

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.

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.

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.

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).

July's semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked.

A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into free fall, and some of the best growth stories in this market were cut in…

In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this week's AI selloff reads the same way — and the one chart that will tell…

Garry Kasparov, the greatest chess player to ever live, found his match not in a flesh-and-blood opponent, but in a machine. Kasparov built his career on reading intentions accurately. But that’s a much-taller ask when the intentions you’re reading are…

Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be forming one step earlier than the stock market.

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 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.

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