Being Exponential With Luke Lango
The future belongs to exponential thinkers.
This is your blueprint to thrive in it.
Episodes
75 episodes
The AI Boom vs Local Backlash: What Investors Need to Know And One Trade for Both
In this episode of Being Exponential, Luke Lango tackles a new risk emerging for the AI trade: the growing populist backlash against data centers.Opposition is quickly becoming a bipartisan issue as communities push back over higher ele...
NVIDIA's Blowout Earnings: What It Means for the AI Economy and What to Buy
In this episode of Being Exponential, Luke Lango breaks down Nvidia’s latest blockbuster earnings and what they tell us about the health of the broader AI trade. Nvidia delivered $96.2 billion in quarterly revenue, includin...
Crypto's Turning Point: Why the Next 6 Months Could Change Everything
The crypto market is waking back up—but is this the beginning of a new bull run or another short-lived rally?In this episode of Being Exponential, Luke Lango breaks down the re-emerging cryptocurrency trade, what’s d...
SpaceX vs AST SpaceMobile: Which Stock Should You Invest In? We Answer Your Questions
In this subscriber Q&A episode of Being Exponential, Luke Lango answers some of the biggest questions across AI infrastructure, space stocks, semiconductors, and the next generation of connectivity.Luke breaks down S...
How to Take Advantage of the $2 Trillion Anthropic IPO
In this episode of Being Exponential, Luke Lango breaks down the biggest forces moving markets right now—from surging Treasury yields and Federal Reserve policy to the debate over AI profitability, Anthropic’s highly anticipated IPO, and Bitcoi...
3 Stocks to Buy Now for the Next AI Breakout
In this episode of Being Exponential, Luke Lango breaks down three major forces shaping the market right now: the rise of NeoClouds, the booming optical networking trade, and the latest CPI inflation report.Lu...
The Best Stocks To Buy On The Bounce After The Leopold Low
Was the recent AI correction driven by deteriorating fundamentals—or by one of the largest forced liquidations Wall Street has ever seen?In this episode of Being Exponential, Luke Lango breaks down the "Leopold Low"—the sharp market sel...
The New Space Race: 5 Stocks to Buy Now
In this episode of Being Exponential, Luke Lango dives into five of the biggest names shaping the rapidly expanding space economy: Redwire (RDW), BlackSky (BKSY), Rocket Lab (RKLB), AST SpaceMobile (ASTS), and SpaceX (SPCX).Luke breaks ...
This Stock Could 3X in the Next Bull Run & 4 Buy The Dip AI Plays
In this episode of Being Exponential, Luke Lango breaks down five companies driving some of the biggest investment themes in today's market: enterprise AI, data center infrastructure, optical networking, cloud computing, and industrial growth.<...
Biggest AI Sell-Off in Years | Market Turning Point?
Is this AI selloff the beginning of a dot-com-style collapse—or simply the latest shakeout in a long-term secular bull market?This week on Being Exponential, Luke Lango breaks down the recent market selloff and tackles one of the bigges...
Strong AI Fundamentals, Collapsing Stock Prices - What's Really Happening
Has Wall Street become too bearish on AI?In this episode of Being Exponential, Luke Lango breaks down Google's latest earnings and explains why they may have fundamentally strengthened—not weakened—the long-term AI investment thesis. De...
3 AI Stocks To Buy On The Dip
In this episode of Being Exponential, Luke Lango breaks down five companies shaping the future of artificial intelligence, autonomous technology, cloud computing, and space innovation: Alphabet (GOOG), Tesla (TSLA), Intel (INTC), Nebius (NBIS),...
4 Buy The Dip AI Stock Opportunities
In this episode of Being Exponential, Luke Lango breaks down five companies at the center of the biggest investment themes driving today's market: AI infrastructure, hyperscale cloud, digital power, enterprise AI, and the future of se...
Palantir, Ascent Solar vs. Redwire & Cameco | Subscriber Q&A with Luke Lango
In this special Subscriber Q&A Edition of Being Exponential, Luke Lango answers your biggest investing questions, covering five companies across AI infrastructure, data ownership, space technology, and nuclear energy.We begin with A...
3 AI Stocks to Buy The Dip Now | RKLB, META, BE, OUST, SMCI
In this episode of Being Exponential, Luke Lango breaks down five companies at the forefront of some of the market's biggest long-term investment themes: space infrastructure, artificial intelligence, data center power, robotics, and AI computi...
These AI Stocks Are Poised For A Comeback |MU, AMD, COHR, & More
Is the recent AI stock selloff the beginning of the end—or the buying opportunity of a generation?In this episode of Being Exponential, Luke Lango explains why he believes the latest correction in AI stocks, semiconductors, and AI infra...
It's Not A Sell Off It's an AI Stock Sale | MU, QCOM, CBRS, IONQ, & GOOG
In this episode of Being Exponential, Luke Lango breaks down five companies shaping the future of artificial intelligence, semiconductors, quantum computing, and cloud infrastructure: Micron (MU), Qualcomm (QCOM), Cerebras (CBRS), IonQ (IONQ), ...
Answering Your Questions | RDW, BWXT, BE, MU
In this special Subscriber Q&A Edition of Being Exponential, Luke Lango answers some of the most important investing questions from the community, covering everything from financial statement analysis to some of the market's m...
SpaceX, Iran, and the Federal Reserve | The Trillion-Dollar Intersection
In this episode of Being Exponential, Luke Lango breaks down the biggest stories shaping the future of AI, technology, and financial markets: the historic SpaceX IPO, the evolving U.S.-Iran peace negotiations, the Federal Reserve outlook, growi...
5 Space Stocks About to Explode | SpaceX, ASTS, RKLB, PL, BKSY
In this episode of Being Exponential, Luke Lango takes a deep dive into five of the most exciting opportunities in the rapidly evolving space economy: SpaceX (SPCX), AST SpaceMobile (ASTS), Rocket Lab (RKLB), Planet Labs (PL), ...
Market Correction or AI Crash? Here's What's Happening
In this episode of Being Exponential, Luke Lango tackles the biggest macro and AI stories driving markets right now: the recent stock market selloff, the surprisingly strong jobs report, growing government interest in fr...
These Two Stocks Are Screaming Opportunity This Week | MSTR, GLW, RDW, CIEN, & AVGO
In this episode of Being Exponential, Luke Lango dives into five stocks sitting at the intersection of some of the market's most powerful trends: Bitcoin, AI infrastructure, optical networking, space technology, and custom silicon.We be...
Arm Just Broke Records While Everyone Watched Nvidia | Here's What You Missed
In this episode of Being Exponential, Luke Lango breaks down two of the biggest stories shaping markets right now: the potential SpaceX IPO and Nvidia’s next-generation AI chip roadmap.We start with the growing excitement a...
1 Stock To Stay Away from & 1 To Get Into Now | MRVL, FLNC, DELL, VCX, & RCAT
In this episode of Being Exponential, Luke Lango takes a deep dive into five stocks at the center of some of the biggest trends in AI infrastructure, energy storage, venture capital, defense technology, and enterprise computing: Marvell (MRVL),...
These 2 Stocks Could Be Key To The $28 Trillion Space Economy | SpaceX IPO & Quantum
In this episode of Being Exponential, Luke Lango breaks down two of the hottest stories in tech and investing right now: the potential SpaceX IPO and the explosive quantum computing rally following new updates to the CHIPS Act.We start ...