Podcasts

5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)

Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says to avoid right now. More 

SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy (and the Quantum Play You’re Missing)

SpaceX IPO stocks to buy, quantum computing plays, and the late-inning market signals every growth investor needs to understand now More 

The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout

The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm — leading the move. More 

The 10-Year Treasury Just Sent the Fed a Message It Can’t Ignore

Every basis point higher in the 10-year Treasury puts downward pressure on growth stock valuations through pure discount math. More 

Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026

Inside: five software stocks that map which businesses survive the AI Boom and which ones do not More 

The AI Boom’s Best-Kept Secret

Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next one is forming. More 

5 Tech Stocks Powering the Next Leg of the AI Boom

Five tech stocks to buy now as the AI buildout accelerates: IonQ, DoorDash, Astera Labs, AMD, and Reddit. Luke Lango breaks down the Q1 2026 setup. More