Nvidia's earnings reset the market's AI narrative. Here's the guidance behind the move and where the supply chain money flows next. More
Podcasts
The Best AI Stocks to Buy Now, Plus We Rank Our Top 4 Neoclouds
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. More
How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO
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. More
The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’
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. More
5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover
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). More
The Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July's semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked. More
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. More
