Being Exponential With Luke Lango

In this episode of Being Exponential, Luke Lango breaks down a massive week for the AI trade as OpenAI and Anthropic report extraordinary revenue growth, Anthropic’s IPO prospectus gives investors a rare look inside the economics of frontier AI, and rising Treasury yields put new pressure on the entire technology sector. OpenAI’s annualized recurring revenue is reportedly approaching $70 billion,...

In this episode of Being Exponential , Luke Lango breaks down five stocks catching his attention as investors look for the next wave of opportunities across AI infrastructure, connectivity, storage, and fintech . Luke dives into Vicor (VICR), MaxLinear (MXL), Everpure (P), Corning (GLW), and Robinhood (HOOD) —exploring what’s driving each stock, where the biggest growth opportunities could be, and...

In this special collaboration episode of Being Exponential , Luke Lango is joined by Lucas Downey and Jason Bodner of MoneyFlows for a deep dive into the state of the AI trade—with a twist: Luke is taking the bear side. With Lucas and Jason defending the AI bull thesis, we stress test some of the biggest assumptions driving today's market. Is hyperscaler spending sustainable? Are semiconducto...

In this episode of Being Exponential , Luke Lango breaks down the rebound taking shape across the AI trade and asks the big question: Was the recent weakness just another buying opportunity? Luke dives into AMD, Meta, Arm, SanDisk, and Qualcomm , looking at how each company fits into the next phase of the AI boom—from chips and custom silicon to memory, inference, and the massive infrastructure bu...

In this episode of Being Exponential , Luke Lango breaks down the Federal Reserve’s latest decision to raise interest rates by 25 basis points , bringing the federal-funds target range to 3.75%–4.00% . The move comes as inflation remains elevated, even as the Fed continues to project solid economic growth.  Markets are once again debating whether higher rates could derail growth stocks, pressure v...

In this episode of Being Exponential , Luke Lango breaks down why cybersecurity could become one of the biggest second-order winners of the AI boom . As AI models become more powerful, they're creating enormous productivity opportunities—but they're also expanding the potential attack surface. From AI-powered cyberattacks and autonomous agents to protecting sensitive data and critical in...

In this episode of Being Exponential , Luke Lango breaks down the growing debate surrounding a potential slowdown in frontier AI development —and why the market's initial reaction may be missing the bigger picture. We discuss the latest developments surrounding Hugging Face and frontier AI labs , growing concerns over increasingly powerful models, warnings about catastrophic risks to humanity...

In this episode of Being Exponential , Luke Lango breaks down four major stories shaping the market right now—from escalating geopolitical risk to the next phase of the AI and crypto trades. We start with the Iran war and what continued conflict could mean for oil prices, inflation, interest rates, and the broader stock market. Could higher energy prices make the Fed’s job even harder—and ultimate...

In this episode of Being Exponential , Luke Lango breaks down five stocks sitting at major turning points across AI, semiconductors, aerospace, and consumer markets . We dive into Qualcomm (QCOM), Broadcom (AVGO), and Marvell (MRVL) as competition heats up in custom AI silicon. With hyperscalers increasingly developing chips specifically for their own AI workloads, could custom silicon represent t...

In this episode of Being Exponential , Luke Lango tackles one of the most frustrating questions in the market right now: Why are AI stocks still stuck? The fundamentals certainly don’t look broken. AI revenues are growing, backlogs are expanding, hyperscalers continue pouring money into infrastructure, and Nvidia just delivered another monster report. Yet the broader AI trade has spent months stru...

In this episode of Being Exponential , Luke Lango looks beyond Nvidia to find where money is flowing next across the rapidly expanding AI infrastructure trade . We break down Dell (DELL) and the enormous demand for AI servers, along with Credo Technology (CRDO) and its role in solving the connectivity and networking bottlenecks created by increasingly massive AI clusters. Then we move further down...

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 electricity bills, massive power demand, water usage, land development, noise, tax incentives, and the relatively small number of permanent jobs some facilities creat...

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 , including a massive $89 billion from Data Center , while guiding to approximately $108 billion next quarter —another major signal that AI infrastructure demand remains extremely stron...

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 driving renewed momentum across digital assets, and where investors should be looking as capital begins moving beyond Bitcoin. We discuss Bitcoin’s resurgence , the potential impact...

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 SpaceX vs. AST SpaceMobile (ASTS) and what the growing direct-to-device satellite race could mean for both companies. We also dive into Corning (GLW) and its role in the booming...

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 Bitcoin. First, Luke dives into the bond market, where long-term Treasury yields have surged to levels not seen in nearly two decades. We discuss what rising yiel...

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 . Luke dives into the rapidly growing NeoCloud sector and why AI-native cloud providers are becoming a critical piece of the AI infrastructure buildout. As demand for GPU compute continues t...

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 selloff sparked by the collapse of AI-focused hedge fund Situational Awareness following a series of margin calls. Luke explains how billions of dollars in...

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 down Redwire’s opportunity across space infrastructure and defense, BlackSky’s role in real-time Earth intelligence, and why Rocket Lab remains one of the most imp...

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. We begin with Palantir (PLTR) and its blockbuster earnings, discussing why accelerating AI adoption across both government and commercial customers con...

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 biggest questions facing investors today: How similar is today's AI boom to the dot-com bubble? He examines where the comparisons make sense, where they fall apart,...

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. Despite persistent concerns about AI spending, valuations, and slowing momentum, Google's results point to an AI economy that continues to accelerate benea...

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), and SpaceX (SPCX). We begin with Google (GOOG) and the company's aggressive AI push. From Gemini, custom AI chips, and Google Cloud to the race for AI...

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...