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

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

Author: InvestorPlace May 20, 2026 Duration: 11:09
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...

Luke Lango believes the most profound opportunities aren't found in incremental steps, but in the seismic shifts that redefine entire industries. Being Exponential With Luke Lango explores this mindset, moving beyond traditional stock tips to examine the powerful technological and societal trends poised for explosive growth. Each episode digs into the ideas, companies, and visionaries operating at the frontier, from artificial intelligence and digital biology to the future of energy and automation. You'll hear candid analysis on what makes a business truly disruptive and how to identify potential long before it becomes mainstream news. This isn't about fleeting market chatter; it's a deep, ongoing conversation about building a framework for understanding the accelerating world. The goal is to equip you with a forward-thinking perspective, turning overwhelming change into a landscape of tangible possibility. Tune into this podcast for a thoughtful and specific guide to navigating the coming decade, where thinking differently isn't just an advantage-it's essential.
Author: Language: en-us Episodes: 53

Being Exponential With Luke Lango
Podcast Episodes
NVIDIA and AI Infrastructure Stocks Are Running Away From the Market [not-audio_url] [/not-audio_url]

Duration: 16:32
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 t…
Could DoorDash Explode? & IONQ, Astera Labs, AMD, & Reddit [not-audio_url] [/not-audio_url]

Duration: 20:39
In this episode of Being Exponential, Luke Lango goes deep on 5 stocks making major moves across AI, quantum computing, cloud infrastructure, and the digital economy. This week’s stock deep dive covers: ⚛️ IonQ (IONQ) Qu…
The AI Market Is Either About to Explode or Collapse [not-audio_url] [/not-audio_url]

Duration: 25:46
In this episode of Being Exponential, Luke Lango breaks down the most important week in tech — the latest Meta, Amazon, Google, and Microsoft earnings — and what they reveal about the future of the AI economy, markets, a…
Psychedelics, Robots, and the Next $1 Trillion Market [not-audio_url] [/not-audio_url]

Duration: 31:25
In this episode of Being Exponential, Luke Lango breaks down the biggest forces shaping markets right now — from the Iran war to the next phase of the AI boom. We start with the latest developments in the Iran conflict a…