Podcasts

It’s Do-or-Die Time for the AI Infrastructure Trade

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 completely sterile. Under the scrutiny of a mass audience and blinding, hot television lights in… More 

 Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.

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. More 

Get Into The AI Trade Before This Happens

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 rally—and why that's exactly what he expected. More 

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. More 

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. More 

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. More 

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. More