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5 AI Infrastructure Stocks to Buy the Dip
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 half or worse.
Latest Podcasts
These 2 Sectors Are Quietly Breaking Out While Wall Street Panics
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.
Why These Cheap Artificial Intelligence (AI) Stocks Are Still a Buy Despite the Selloff
Cheap AI stocks like SpaceX, TeraWulf, Amazon, Palantir, and Micron are dropping on sentiment while Wall Street's earnings conviction holds firm.
The AI Selloff Is Not the End. It Is the Setup.
Luke Lango uses a 1908 auto industry panic to explain why the AI infrastructure sell-off may be setting up its next big move, not ending it.
How to Buy This AI Selloff Without Catching a Falling Knife
From optical components to nuclear power to space solar, Luke Lango applies the jade trader's test-hole method to five reader-requested AI stocks.
5 AI Stocks Wall Street Is Selling That You Should Be Buying
While the market was busy selling AI stocks, these stocks were reporting some of the strongest numbers of the entire AI Boom.
Micron’s Run Looks Unstoppable. Here’s the One Number We’re Watching.
Luke Lango breaks down the AI memory boom with Matt Weinschenk, including why this cycle differs from past ones, and the single signal that will tell him when it's time to get out.
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming "bubble," but the data says this bubble hasn't even started inflating yet.
The Inspector’s Eye: How We Read Past the Sticker Price on AI’s Biggest Movers
Luke Lango and the team explain EBIT vs. EBITDA and break down buy zones on optics stocks, BWXT, Bloom Energy, and Micron in this week's Being Exponential Q&A.
5 More Space Stocks to Buy After the SpaceX IPO
We walk you through what the SpaceX IPO actually proved, why orbital compute may be the most valuable real estate of the next decade, and which beaten-down names could lead the comeback tour.
Is the AI Selloff a Buying Opportunity? The Data Says Yes
AI stock selloff got you spooked? Broadcom's $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks it down.
The Grandest Castle Ever Floated (and the Stocks to Profit From It)
The SpaceX IPO has Wall Street debating trillion-dollar valuations. Luke Lango argues the selloff it triggered is actually the buying opportunity investors have been waiting for in Corning, Ciena, Broadcom, and Redwire.
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for AI, chips, and drones.
5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says to avoid right now.
SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy (and the Quantum Play You’re Missing)
SpaceX IPO stocks to buy, quantum computing plays, and the late-inning market signals every growth investor needs to understand now
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm — leading the move.
