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Podcasts
War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right now
Latest Podcasts
AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Canāt Ignore
This is the heart of what weāve been calling āSaaSmaggedonā ā the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI agents, automation, and autonomous workflows.
Bitcoin as Digital Gold? Why the Safe-Haven Thesis Is Being Tested
Bitcoin was built to be ādigital gold,ā offering shelter from inflation and currency turmoil. But in todayās storm of de-dollarization and rising inflation, gold is soaring while Bitcoin lags. Discover why Bitcoinās safe-haven thesis is under the microscope, what experts…
Is Nvidiaās āFerrariā About to Get Overtaken by a Fleet of Toyotas?
An upheaval is underway in the tech world, one that could upend the hierarchy of the $1 trillion AI chip industry. And savvy investors stand to profit handsomely, if they can spot the new āToyotasā of AI before the crowdā¦
The Next Great AI Trade Hiding in Plain Sight
Lithium is shifting from an EV story to the next major AI trade. Discover why data centers, robots, and physical AI could spark a massive lithium boom by 2026.
Michael Burry Warns: Is the Biggest Tech Rally of Our Era Built on a Lie?
Is the AI bubble built on faulty accounting? Michael Burry warns that Big Tech is inflating earnings by billions. Discover what this means for AI stocksāand whether the boom is set to burst.
The Week Wall Street Misread AI (and the $380B Capex Wave Ahead)
Big Techās strongest earnings met sell-offsābut a $380B AI capex funnel is powering AI stocks, including chips, storage, networking, and data-center energy.
The Secret to Profiting from the AI Boom
Miss the AI Boom winners and youāre stuck financing burritos on BNPL (buy now, pay later) while your neighborās AI stock rips to all-time highs.
5 Profit Forces in AI to Make Money (And Avoid the Bust)
In this weekās podcast, weāll break down the five key forces powering the AI revolution, and show you how to ride this wave for potential profit now, while staying alert to the warning signs that others ignore. These are the…
How Did These Stocks Jump 200% So Fast?
One big tailwind propping up this āstupidā market: Uncle Sam is literally picking winners. The U.S. government has started assembling what we dub the āPresidentās Portfolioā: taking equity stakes in companies deemed critical to national security (from chips to minerals).…
AI Stocks Soar While Main Street Sputters … Dot-Com DĆ©jĆ Vu?
Even the biggest tech bull (yours truly) has to acknowledge that todayās AI bull market rally canāt outrun economic gravity forever.
Fedās ‘Risk-Management’ Cut Sets the Stage for Techās Next Boom
With the Fed-induced drop in mortgage rates, Opendoorās core business of buying and selling homes could hit the gas. When borrowing costs fall and homebuyers regain confidence, housing activity picks up ā more people list homes and more people buy.
5 All-In Summit Tech Trends Driving the Next Boom
Tech leaders at the All-In Summitāfrom Elon Musk to Palantirās Alex Karpāunveiled groundbreaking shifts in AI, finance, energy, and space. Investor Luke Lango shares five key trends powering this exponential boom (driving stocks like Palantir, Arm, and Rocket Lab) and…
AIās Gold Rush: Tech Winners, Job Shake-Ups, and Powering the Boom
In this weekās Being Exponential, I break down why the AI boom still has plenty of upside ā and why timing is everything. From Nvidiaās (NVDA) blockbuster earnings to breakout momentum at CrowdStrike (CRWD), Snowflake (SNOW), and Pure Storage (PSTG),…
Why Opendoor and AI Stocks Could Be Set to Boom … and Then Bust
The biggest tech stock boom since the dot-com era is unfolding in AI stocks right now, and it could hand investors immense gains ā if they know when to step off the dance floor.
ChatGPTā5 Changed the Narrative: Why AIās Next Leap Could Shrink the Winnersā Circle
ChatGPT-5 is a major step forward, but AIās next leap wonāt just change the gameāit could redraw the scoreboard, concentrating the spoils among a select few platforms.
