We're taking off this week but couldn't leave you without a quick market update. The market is bouncing back so there probably isn't a better time to buy the dip, remember we don't catching falling knives! And speaking of knives, we can't stress the importance of taking time off and spending time with your loved ones especially over a big meal. 

We'll see you next week! 

In this episode of Being Exponential, we’re breaking down the biggest stories shaping markets and technology right now.

Everyone’s talking about the AI bubble — is it about to burst, or is this just another dip before the next wave of exponential growth? We dig into what’s really happening behind the headlines and why the smartest money isn’t panicking.

Then we tackle the housing market crisis, exploring how high rates, tight supply, and shifting demographics are creating both chaos and opportunity.

We also dive into the rise of betting markets — how prediction platforms are changing the way investors, analysts, and even policymakers think about the future.

And finally, we explore why lithium might be the next big AI play — the hidden connection between battery tech, data centers, and the energy demands of the AI revolution.

If you’re obsessed with tech, markets, and the exponential changes reshaping the world — this one’s for you.

In this episode of Being Exponential, we break down a huge week in markets and tech — from surprising earnings to bold moves in the AI race. We dig into Michael Burry’s latest tweet on asset depreciation, why it matters for investors, and how it might signal a shift in market psychology.

We also dive into SoftBank going all-in with OpenAI, what their stake signals for the future of AGI, and why they may be trimming or selling their NVIDIA position. Is it portfolio rebalancing… or a strategic pivot?

Plus, we explore industries perfectly positioned for AI-driven spreads, including areas where asymmetry, inefficiency, or infrastructure bottlenecks could unlock major upside.

To wrap it up, we highlight high-conviction stocks to watch for dip-buying opportunities as volatility returns to the AI sector.

In this episode of Being Exponential, we dive into one of the biggest weeks in markets this year — a week that saw Big Tech earnings, a Fed rate cut, and shifting signals across the AI and energy landscape. Five of the world’s largest companies — Meta, Alphabet, Amazon, Microsoft, and Apple — all reported results that beat expectations. Yet their stock reactions couldn’t have been more different: Meta and Microsoft sold off, Amazon and Alphabet rallied, and Apple stayed flat. What’s really going on here? Were these earnings good, bad, or just misunderstood?

We also break down the Fed’s latest move. Powell shocked markets by signaling that a December cut isn’t guaranteed, and Goolsbee echoed that uncertainty. With long-term Treasury yields jumping, we ask: is the Fed already done cutting rates, and could that pose a new risk to markets?

Then we zoom out to the broader economy — or as we call it, the “Everything Else Economy.” Lower rates are critical to its survival, but if the long end of the curve stays elevated, could that be the breaking point? We discuss this dynamic and the warning signs emerging in M&A and IPO activity, which are heating up fast and could signal market froth.

Despite these risks, we stay medium-term bullish and explore where the next big opportunities may lie. We discuss buying the dip in rare earth stocks, the bullish setup for nuclear and energy storage — the backbone of AI’s power infrastructure — and the explosive potential within the AI infrastructure layer as the capex super-cycle expands.

Finally, we highlight a few breakout stocks to keep on your radar: WDC, BE, TER, LUMN, and FORM.

If you’re looking to understand where tech, markets, and energy intersect — and how to position yourself for the next phase of exponential growth.

Welcome to Being Exponential , this week, we’re unpacking how the AI Boom is getting real — from Dell and Nvidia teaming up to deliver measurable ROI, to the browser transforming into the next AI battleground. We’ll break down why “Physical AI” is the next frontier (think nuclear, batteries, and robots), how crypto and quantum are accelerating again, and what cooling inflation means for the markets.

We’ll also talk about the quiet yellow flags — meme-stock vibes and record M&A — and what they mean for investors riding the AI wave.

It’s not hype anymore. The AI economy is here, and it’s reshaping everything from chip design to energy to trade policy. Let’s dive into where the exponential curve goes next.

Hit subscribe, drop a comment, and join the conversation — the future’s unfolding fast.

In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets.

Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean for supply chains, AI hardware, and the race toward energy independence?

Next, we break down Luke Lango’s five profit-driving forces in AI — exploring how each one could shape the biggest opportunities of the decade. We’ll also spotlight breakout stocks in biotech, where science and investing are intersecting in mind-blowing ways. And finally, we’ll dig into power storage for data centers, the critical — and often overlooked — piece powering the AI revolution.

It’s a fast-moving, thought-provoking ride through the ideas, technologies, and players shaping an exponential future.

In this episode of Being Exponential, we dive deep into the shifting tides of the modern financial and tech landscape. Is the AI boom turning into a bubble fueled by circular financial deals? We unpack the growing concerns around inflated valuations and capital recycling in the AI ecosystem.

We also explore the rise of decentralized betting markets like Polymarket and Kalshi, where real-world events meet on-chain speculation—reshaping how people hedge and predict outcomes.

Next, we break down CoreWeave’s rally and the broader breakout stock momentum, analyzing where investor enthusiasm is heading next. Then, we spotlight the President’s portfolio and the Trilogy Metals critical materials deal, connecting it to the strategic scramble for global resource security.

Finally, gold surges to an all-time high—over $4,000 per ounce—and we discuss what this signals about confidence, currency, and the future of hard assets in an exponential era.

This week on Being Exponential, we’re diving deep into the state of AI stocks. Despite last week’s huge headlines — including the blockbuster deal between OpenAI and Nvidia — the broader AI market is struggling, with major names like Oklo, Bloom Energy, Astera Labs, Dave, Oracle, Credo, and IonQ all down double digits. Is this just a dip worth buying, or are we seeing early signs of the bubble finally cracking? We’ll talk about timelines, signals to watch (like the IPO market), and what might tip the scales over the next 12 months.

We’ll also dig into the White House’s ongoing AI investment spree, where companies from MP Materials to Intel to Lithium Americas have seen massive gains after becoming part of the U.S. supply chain strategy. Who’s next to get the rocket fuel from government backing?

In the quantum world, HSBC made headlines after using quantum computing to outpace Wall Street rivals on bond pricing — some are calling it a Sputnik moment. But if it’s so big, why are quantum stocks sliding?

Plus, ChatGPT’s launch of Instant Checkout could reshape entire markets, threatening companies like eBay and PayPal as LLMs expand deeper into commerce. On the political front, we’ll cover the looming government shutdown, new export controls on Nvidia, and China’s Huawei doubling AI chip production.

We’ll also unpack stablecoins, with the Genius Act and Clarity Act moving through Capitol Hill — and the case for why stablecoins could be America’s path to true financial independence.

Finally, we wrap with our weekly check-in on Opendoor, plus breakouts to watch this week: INTC, FLNC, MTSR, DDD, and ABAT.

Welcome back to Being Exponential – the show where we explore markets, technology, and the exponential forces shaping our future.

In this episode, we break down some of the most important trends shaping today’s economy and investment landscape. We start with the recessionary pressures hitting blue-collar sectors and what that might mean for the broader labor market. Then we cover the latest Fed updates, interest rate moves, and how monetary policy could impact inflation, growth, and stocks heading into 2025.

We also ask whether now is the time to buy the dip on Opendoor (OPEN stock), and explore how housing stocks are responding to higher mortgage rates and shifting demand. Looking further ahead, we dive into the potential of nuclear energy stocks as the world searches for sustainable solutions, and the rise of quantum computing stocks as a frontier for exponential innovation.

💡 Whether you’re an investor looking for stock market opportunities in 2025, a builder curious about exponential technologies, or just someone trying to understand where the economy is heading, this episode is packed with insights to help you stay ahead.

In this episode, we dive into the latest forces shaping markets and technology. We start with the Fed and whether its next moves could help fuel today’s rally. From there, we explore Opendoor, a stock that’s been on fire, and ask if the Fed could play a role in its momentum. Tesla takes center stage as Elon Musk makes his biggest insider purchase ever—$1 billion—and we discuss whether this signals the start of a major TSLA rally.

The conversation shifts to the cloud compute wars, with Nvidia striking a $6.3 billion deal with CoreWeave and Microsoft announcing a $6 billion investment in Norway for AI infrastructure. We analyze the trends driving this massive AI arms race. We also cover the robotaxi wars as Lyft partners with Waymo in Nashville for the first time, sparking questions about Uber’s competitive position and whether Lyft’s stock could benefit.

Looking to space, Tesla just spent $17 billion buying spectrum from Echostar to launch direct-to-cell service, a bold step into telecom that could reshape its future. And finally, we highlight breakout stocks on the move, including BE, OKLO, RMBS, RGTI, and BMNR.

If you’re an investor, builder, or simply fascinated by exponential change, this episode delivers sharp insights and key takeaways you won’t want to miss. Don’t forget to like, comment, and subscribe for more deep dives into markets, technology, and the exponential future.