OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device — signaling the shift beyond smartphones and reshaping tech's next winners.
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand... the most favorable economic condition that exists for sustained earnings growth.
Inside the Machines That Now Run Wall Street
AI stock trading signals use pattern recognition to predict moves. This system found 30,000-plus signals across thousands of stocks.
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what's driving the next wave.
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More PodcastsWar, Watts, and the AI Buildout That Won’t Stop
On this week's Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right now
