Luke Lango breaks down the AI memory boom with Matt Weinschenk, including why this cycle differs from past ones, and the single signal that will tell him when it's time to get out. More
Podcasts
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming "bubble," but the data says this bubble hasn't even started inflating yet. More
The Inspector’s Eye: How We Read Past the Sticker Price on AI’s Biggest Movers
Luke Lango and the team explain EBIT vs. EBITDA and break down buy zones on optics stocks, BWXT, Bloom Energy, and Micron in this week's Being Exponential Q&A. More
5 More Space Stocks to Buy After the SpaceX IPO
We walk you through what the SpaceX IPO actually proved, why orbital compute may be the most valuable real estate of the next decade, and which beaten-down names could lead the comeback tour. More
Is the AI Selloff a Buying Opportunity? The Data Says Yes
AI stock selloff got you spooked? Broadcom's $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks it down. More
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for AI, chips, and drones. More
