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The Next AI Stock Winners Could Be Hiding in the Bottlenecks
Has the AI boom peaked? Luke Lango examines memory shortages, photonics, and money flows to separate promising AI stocks from expensive stories.
If You Can Kick It, You Can Pick It
Change used to unfold over decades. Now it’s happening in real time. The leap from AI chatbots to AI agents is happening in a fraction…
Don’t Wait Until Election Day: Know When Strong Stocks Start Turning Against You
I’ll explain why I recommended an infamous stock and share the details on how my proprietary quantitative system knew it was time to sell –…
Starlink’s Lead Is Expanding the Satellite Market Around It
Starlink dominates satellite internet, but Europe’s €15.6B IRIS² response is creating a second wave of satellite-industry spending.
The Fed Just Revealed Something Big About the AI Boom
We’ll look at a less obvious point Fed Chair Warsh raised about the spending behind the AI buildout and where you should be focused in…
AI Stocks Just Hit a Speed Bump, so Here’s Where Luke Is Looking Next
In this Friday Digest takeover, our technology expert, Luke Lango, makes an important distinction. Building tomorrow’s AI is only one side of the boom. The…
Why Quarter-End Window Dressing Could Lift These 2 AI Stocks
I explain why these two stocks are starting to wake up, what quarter-end window dressing could mean for them – and why I think both…
Don’t Miss the Great AI Rotation
Since the early AI revolution, the Magnificent Seven companies have been sitting securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile,…
Slower AI Models Could Mean Faster Growth Somewhere Else
AI safety is becoming an infrastructure market as agents and robots need guardrails, monitoring, testing, and reliable workflows.
If the Race for Smarter AI Slows, This May Be the Next Wave of Profits
Luke Lango thinks investors may be overlooking an important part of the current AI story: Even if the industry takes longer to develop tomorrow’s AI,…
AI’s Phase 1 Filled Warehouses With Chips, and Here Comes Phase 2
The oil giants made fortunes pushing into a new frontier, but so did the suppliers that provided the oil companies with the specialized equipment and…
3 Analysts, 3 Trades to Make Today
Today, let’s forget all the headlines and focus on three actionable ideas from three of our sharpest analysts.
Elon’s New AI Master Plan Needs These Companies
Today, I want to show you what Musk is trying to build, why a recent announcement makes me take it much more seriously, and where…
Elon Musk Raised $3 Billion – and Asked Investors for Something Money Can’t Buy
The Boring Company’s $3B funding round shows why capital alone cannot solve Musk’s need for permits, talent, and critical suppliers.
If Elon Musk Puts Data Centers in Space, Here’s Who Gets Paid
Elon Musk wants to move part of the AI industry from Earth into space. Today, Luke Lango will show you what that is, why a…
What Nvidia Told Us About the Next Big AI Bottleneck
Nvidia’s latest earnings reveal where the next AI bottleneck is forming — and why AI bottleneck stocks could become the market’s next major winners.
Did California Hit the “Kill Switch” On the AI Trade?
California moves first on AI… why Luke Lango says stay invested… and two Jonathan Rose trades for a nervous market
The AI Race Is Getting Harder to Predict, and That’s the Opportunity
AI’s biggest opportunity may not be in predicting what comes next, but in owning the companies that can survive whatever comes next.
The AI Security Playbook: 5 Cybersecurity Stocks to Buy Now
In this week’s episode of Being Exponential with Luke Lango, I examine five cybersecurity stocks to buy. Each offers different ways to invest in securing…
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