Even the biggest tech bull (yours truly) has to acknowledge that todayās AI bull market rally canāt outrun economic gravity forever. More
Podcasts
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. More
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 the bubble warning no one dared mention. More
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), I highlight the companies firing on all cylinders right now. More
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. More
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. More
Wall Streetās AI Rubicon: Jobs Crack, Stocks Split ā Go All-In on AI
Weāve crossed a historic line in markets and the workplace ā an āAI Rubiconā ā and the only winning move now is to go all-in on artificial intelligence. Whether youāre a worker protecting your career or an investor chasing exponential gains, AI will decide who thrives and who falls behind. More
