How Did These Stocks Jump 200 Percent So Fast?

In this episode of Being Exponential, we dive deep into the shifting tides of the modern financial and tech landscape. Is the AI boom turning into a bubble fueled by circular financial deals? We unpack the growing concerns around inflated valuations and capital recycling in the AI ecosystem.

We also explore the rise of decentralized betting markets like Polymarket and Kalshi, where real-world events meet on-chain speculation—reshaping how people hedge and predict outcomes.

Next, we break down CoreWeave’s rally and the broader breakout stock momentum, analyzing where investor enthusiasm is heading next. Then, we spotlight the President’s portfolio and the Trilogy Metals critical materials deal, connecting it to the strategic scramble for global resource security.

Finally, gold surges to an all-time high—over $4,000 per ounce—and we discuss what this signals about confidence, currency, and the future of hard assets in an exponential era.