Even the biggest tech bull (yours truly) has to acknowledge that today’s AI bull market rally can’t outrun economic gravity forever. More
Podcasts
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. More
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 the bubble warning no one dared mention. More
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), I highlight the companies firing on all cylinders right now. More
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. More
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. More
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 gains, AI will decide who thrives and who falls behind. More
