1 Stock To Stay Away from & 1 To Get Into Now | MRVL, FLNC, DELL, VCX, & RCAT

1 Stock To Stay Away from & 1 To Get Into Now | MRVL, FLNC, DELL, VCX, & RCAT

In this episode of Being Exponential, Luke Lango takes a deep dive into five stocks at the center of some of the biggest trends in AI infrastructure, energy storage, venture capital, defense technology, and enterprise computing: Marvell (MRVL), Fluence Energy (FLNC), Dell Technologies (DELL), VCX, and Red Cat Holdings (RCAT). We start with Marvell Technology, one of the key beneficiaries of the AI infrastructure boom. As hyperscalers spend hundreds of billions on AI data centers, custom silicon, networking, and optical connectivity, Marvell is becoming an increasingly important player in the next generation of AI hardware. Next, we discuss Fluence Energy and why grid-scale battery storage may become one of the most important investment themes of the decade. With AI data centers driving unprecedented power demand, energy storage is rapidly becoming a critical piece of the AI infrastructure puzzle. We also break down Dell Technologies, a company quietly benefiting from the AI revolution through servers, enterprise hardware, and AI-ready infrastructure. As businesses race to deploy AI solutions, Dell's position in the enterprise technology stack is becoming increasingly valuable. Then we turn to VCX, one of the most talked-about venture capital vehicles in the market. With significant exposure to some of the hottest private AI companies, including Anthropic, VCX has become a popular way for public market investors to gain access to the private AI boom. Finally, we cover Red Cat Holdings (RCAT) and the growing opportunity in drones, defense technology, autonomous systems, and military modernization. As geopolitical tensions rise and defense spending accelerates, drone technology is becoming one of the fastest-growing segments of the defense sector. From AI stocks and semiconductors to energy storage, private AI investing, defense tech, and drones, this episode connects the dots across the most important themes shaping markets today. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, tech stocks, defense stocks, energy innovation, and exponential technologies.

These 2 Stocks Could Be Key To The $28 Trillion Space Economy | SpaceX IPO & Quantum

In this episode of Being Exponential, Luke Lango breaks down two of the hottest stories in tech and investing right now: the potential SpaceX IPO and the explosive quantum computing rally following new updates to the CHIPS Act. We start with the growing speculation around a future SpaceX IPO and what it could mean for the stock market, AI infrastructure, orbital compute, satellite internet, defense tech, and the broader space economy. As SpaceX continues to dominate launches, Starlink expansion, and next-generation space technology, investors are asking whether this could become one of the biggest IPOs in history. Then we dive into the massive rally in quantum computing stocks after renewed government support for advanced semiconductor manufacturing and quantum research through the updated CHIPS Act. Luke breaks down what this means for companies like IonQ, Rigetti, D-Wave, IBM, Nvidia, and the future of quantum AI. We also discuss how quantum computing could reshape the future of AI infrastructure, cybersecurity, cloud computing, semiconductors, and national defense, and why governments are increasingly treating quantum technology as a strategic priority. From SpaceX, Starlink, and orbital compute to quantum computing stocks, AI infrastructure, semiconductors, and government tech policy, this episode covers the biggest trends shaping the next generation of exponential growth investing. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI stocks, tech stocks, quantum computing, space stocks, semiconductors, and macro market trends.

Micron Reaches $1 TRILLION — What It Means for Qualcomm, IONQ, Planet Labs & Arm

In this episode of Being Exponential, Luke Lango breaks down five major stocks driving the future of AI, semiconductors, quantum computing, and space technology: Micron (MU), Qualcomm (QCOM), Planet Labs (PL), IonQ (IONQ), and Arm Holdings (ARM). We dive into the explosive rise of AI memory demand and why Micron is becoming one of the biggest beneficiaries of the AI infrastructure boom. We also discuss Qualcomm’s growing role in Edge AI, AI smartphones, PCs, and connected devices, and why the next phase of AI may move beyond the data center. Then we explore Planet Labs and the intersection of space technology, satellite intelligence, defense, and AI-powered geospatial data, before diving into the future of quantum computing with IonQ and what the latest developments mean for the next generation of compute. Finally, we cover Arm Holdings and why ARM architecture sits at the center of the global AI hardware race — from smartphones and edge devices to hyperscale AI infrastructure. If you want insights on AI stocks, semiconductor stocks, quantum computing, space stocks, AI infrastructure, and the future of technology investing, this episode connects the dots. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, macro trends, tech stocks, and exponential technologies.

The NEXT AI Winners? CoreWeave, Redwire, Lumen & More

In this episode of Being Exponential, Luke Lango breaks down five stocks at the center of the AI infrastructure boom: CoreWeave, Lumen Technologies, POET Technologies, ServiceNow, and Redwire. We cover the next wave of AI data centers, semiconductors, optical networking, enterprise AI software, fiber infrastructure, and space technology — and why these companies could become major winners in the AI supercycle. From Nvidia-powered AI compute and hyperscaler demand to orbital compute, photonics, automation, and AI networking, this episode dives into the trends reshaping the stock market and the future of technology. If you want insights on AI stocks, tech stocks, semiconductors, space stocks, and the next big AI trade, this episode connects the dots. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, exponential technologies, and market trends.

NVIDIA and AI Infrastructure Stocks Are Running Away From the Market

In this episode of Being Exponential, Luke Lango breaks down one of the most important shifts happening in markets right now: the rise of the split-screen economy — or what Luke calls the AI bifurcation. On one side of the economy, AI infrastructure, semiconductors, and hard-asset technology companies are booming. On the other side, large parts of software, services, and traditional growth sectors are struggling under the pressure of AI disruption. Luke explains why the market is increasingly becoming a tale of AI winners and AI losers — and how investors should navigate this widening divide. Next, we dive into the explosive rise of memory stocks. As AI models become larger, more powerful, and more inference-heavy, memory has emerged as one of the biggest bottlenecks in the AI supply chain. Luke explains why companies tied to high-bandwidth memory, storage, and AI data infrastructure are becoming some of the market’s biggest winners. We also cover a major strategic shift from Nvidia:  the company’s push into custom silicon and its growing partnership with Corning. As hyperscalers demand more efficient AI systems, Nvidia is evolving beyond GPUs into a broader AI infrastructure ecosystem spanning networking, optics, cooling, and custom compute architectures. Luke explains why this move could reshape the competitive landscape for the next phase of AI. Finally, we discuss the highly anticipated Cerebras IPO. Known for building some of the largest AI chips in the world, Cerebras represents the next generation of specialized AI compute. Is this the beginning of a new wave of AI infrastructure companies going public? If you want to understand how AI infrastructure, semiconductors, memory, custom silicon, and market bifurcation are shaping the next phase of the economy — this episode connects the dots. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, macro trends, semiconductors, and exponential technologies.