Being Exponential With Luke Lango

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 semiconductors. We begin with SpaceX (SPCX) and what its historic IPO means for the future of the space economy, Starlink, satellite communications, AI infrastruc...

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 Applied Optoelectronics (AAOI) and whether it remains one of the strongest plays on the AI infrastructure buildout. As hyperscalers continue investing billions into...

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 computing. We begin with Rocket Lab (RKLB) and why it continues to emerge as one of the strongest public plays on the rapidly expanding space economy. From la...

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 infrastructure is not a reason to panic, but a chance for long-term investors to position themselves for the next leg of the AI revolution. Luke compares today's A...

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), and Alphabet (GOOG). We begin with Micron (MU) and why the AI memory boom is still one of the strongest secular investment themes. As demand for HBM, DRAM,...

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 most exciting AI, energy, defense, and space stocks. We begin by breaking down one of Wall Street's most misunderstood metrics: EBIT vs. EBITDA . What do these...

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, growing government involvement in frontier AI models, and the return of SaaSmageddon. We start with the blockbuster SpaceX IPO and what it means for the future o...

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), and BlackSky (BKSY). We begin with SpaceX , the company redefining the future of space exploration, satellite communications, AI infrastructure, and orbital compute. Follo...

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 frontier AI companies , and the looming possibility of OpenAI and Anthropic IPOs . We start by breaking down the latest market correction and why AI stocks, semiconductors, and hi...

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 begin with MicroStrategy (MSTR) and the evolving Bitcoin investment thesis. As institutional adoption of digital assets accelerates, Luke examines whether MSTR...

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 around a future SpaceX IPO and why it could become one of the most important public offerings in history. From Starlink and satellite communications to defense contracts, orbit...

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), Fluence Energy (FLNC), Dell Technologies (DELL), VCX, and Red Cat Holdings (RCAT). We start with Marvell Technology, one of the key beneficiaries of the AI...

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 with the growing speculation around a future SpaceX IPO and what it could mean for the stock market, AI infrastructure, orbital compute, satellite internet, defens...

In this episode of Being Exponential , Luke Lango breaks down five major stocks driving the future of AI, semiconductors, quantum computing, and space technology : Micron (MU), Qualcomm (QCOM), Planet Labs (PL), IonQ (IONQ), and Arm Holdings (ARM). We dive into the explosive rise of AI memory demand and why Micron is becoming one of the biggest beneficiaries of the AI infrastructure boom. We also...

In this episode of Being Exponential , Luke Lango breaks down five stocks at the center of the AI infrastructure boom : CoreWeave, Lumen Technologies, POET Technologies, ServiceNow, and Redwire . We cover the next wave of AI data centers, semiconductors, optical networking, enterprise AI software, fiber infrastructure, and space technology — and why these companies could become major winners in th...

In this episode of Being Exponential , Luke Lango breaks down one of the most important shifts happening in markets right now: the rise of the split-screen economy — or what Luke calls the AI bifurcation . On one side of the economy, AI infrastructure, semiconductors, and hard-asset technology companies are booming. On the other side, large parts of software, services, and traditional growth secto...

In this episode of Being Exponential, Luke Lango breaks down one of the most chaotic and important moments in markets this year — where war, AI, earnings, crypto, and commodities are all colliding at once. We start with the latest developments in the Iran war and what it means for investors. From the blockade around the Strait of Hormuz to oil volatility and supply chain disruption, Luke explains...

In this episode of Being Exponential, Luke Lango goes deep on 5 stocks making major moves across AI, quantum computing, cloud infrastructure, and the digital economy. This week’s stock deep dive covers: ⚛️ IonQ (IONQ) Quantum computing is heating up again, and IonQ remains one of the biggest pure-play names in the space. Luke breaks down the long-term opportunity in quantum, the race for next-gene...

Welcome to a new segment of Being Exponential — where Luke Lango goes deep on 5 stocks shaping the market right now. Each week, we break down the biggest stock stories, trends, and catalysts you need to know — separating signal from noise and identifying where the real opportunities (and risks) are. In this episode, we dive into: Intel (INTC) — Can the turnaround story finally gain traction in the...

In this episode of Being Exponential , Luke Lango breaks down the most important week in tech — the latest Meta, Amazon, Google, and Microsoft earnings — and what they reveal about the future of the AI economy, markets, and innovation . We start with a deep dive into Big Tech earnings and the trillion-dollar question: Are these companies actually turning massive AI capex into real profits ? While...

In this episode of Being Exponential , Luke Lango breaks down the biggest forces shaping markets right now — from the Iran war to the next phase of the AI boom . We start with the latest developments in the Iran conflict and what it means for global markets. From oil prices and inflation to defense spending and geopolitical risk, Luke walks through the potential outcomes — and how investors should...

In this episode of Being Exponential, Luke Lango breaks down the intersection of geopolitics, AI infrastructure, energy, and financial markets — and why everything is converging right now. We start with the latest developments around the Iran blockade and what it means for global markets. With tensions rising around key oil routes like the Strait of Hormuz, energy markets, inflation expectations,...

In this episode of Being Exponential , Luke Lango breaks down the latest Iran ceasefire and what it means for markets , alongside major developments across AI, space, and next-gen tech . We start with the ceasefire in the Iran conflict and how markets are reacting. With oil prices falling and equities rallying, Luke explains how to interpret this shift — and whether this is a temporary relief boun...

In this episode of Being Exponential, Luke Lango breaks down the Iran war and its potential market outcomes — and how this geopolitical shock is colliding with the biggest technological revolution of our time: artificial intelligence. We start with the Iran conflict and global markets, where rising oil prices, supply chain disruptions, and inflation risks are reshaping investor expectations. With...

In this episode of Being Exponential , Luke Lango breaks down two major forces shaking global markets right now: the escalating Iran conflict and the emerging private credit market crisis . We start with the geopolitical front. The war with Iran is sending shockwaves through energy markets and global equities. Oil prices have surged amid disruptions around the Strait of Hormuz , prompting emergenc...