Podcasts

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. More 

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. More 

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. More 

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. More 

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. More 

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. More 

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. More 

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