Why AI Stocks Are Falling (And What to Buy Now)
The AI trade continues to face selling pressure, but is the recent downturn a warning sign of deeper trouble or another major buying opportunity? In this episode of Being Exponential, Luke Lango breaks down the ongoing AI stock selloff, the growing negativity across Wall Street, and what investors...
Video Archive
Miss an episode of your favorite show? Catch the replays here.
The Next Phase of the AI Revolution: 5 Stocks to Buy on the Dip
The AI trade is taking a beating, but could this latest selloff be creating some of the best buying opportunities of the year? In this episode of Being Exponential, Luke Lango breaks down the recent weakness across AI and technology stocks and reveals five of his favorite stocks to buy during the downturn. With inflation concerns, rising interest rates, and questions surrounding AI spending weighing on the market, investors are growing increasingly cautious. But while stock prices are falling, demand for AI infrastructure, computing power, and next-generation semiconductors continues to create major long-term opportunities. Luke takes a closer look at five companies he believes are positioned to benefit from the next phase of the AI revolution: Nebius (NBIS): Expanding AI cloud infrastructure and GPU computing capacity. Micron Technology (MU): Capitalizing on surging demand for high-bandwidth memory powering AI accelerators. Marvell Technology (MRVL): Developing custom AI silicon and advanced data-center networking solutions. Astera Labs (ALAB): Enabling faster, more efficient connectivity across next-generation AI systems. Lumentum (LITE): Supplying the optical technology needed to connect increasingly powerful AI data centers. From AI memory and custom chips to optical networking and cloud infrastructure, Luke explains why these five companies stand out, what makes their growth potential compelling, and why the recent pullback could offer investors an attractive entry point. Is this AI selloff a warning sign—or the opportunity investors have been waiting for? 📍Timestamps📍 00:20 - NBIS 2:32 - MU 5:52 - MRVL 7:28 - ALAB 9:40 - LITE 13:04 - Dip Buying Philosphy Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #BeingExponential #LukeLango #AIStocks #NBIS #MU #MRVL #ALAB #LITE #Nebius #Micron #Marvell #AsteraLabs #Lumentum #BuyTheDip #AIInfrastructure #Semiconductors #StockMarket #GrowthStocks #Investing #hashtags
It's Not Time To Sell This Could Be An Amazing Buying Opportunity
The stock market is under pressure, but beneath the recent volatility, the fundamentals of the AI boom may be stronger than ever. In this episode of Being Exponential, Luke Lango breaks down the latest market downturn, from concerning Anthropic headlines and inflation reports to rising interest rate expectations and growing uncertainty across the broader market. But while investors are focused on the negatives, some of the biggest signals coming out of the AI industry are telling a different story. OpenAI and Anthropic continue to report explosive growth in annualized recurring revenue (ARR), demonstrating just how quickly demand for artificial intelligence is expanding. Meanwhile, TSMC's impressive earnings report provides another encouraging sign that the semiconductor industry and AI infrastructure buildout remain on solid footing. Luke explains why these developments reinforce his long-term bullish outlook, even as short-term market sentiment deteriorates. We explore what's driving the selloff, why AI fundamentals and stock prices appear increasingly disconnected, and what indicators Luke is watching to identify the next major buying opportunity. Is the market overlooking the strength of the AI boom—and could this latest correction be setting up one of the best opportunities to buy AI and growth stocks before the next rally? 📍Timestamps📍 00:00 - Market Update 3:14 - Market Gut Punches 5:31 - Bull Thesis Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #BeingExponential #LukeLango #AIStocks #OpenAI #Anthropic #TSMC #TSM #Semiconductors #AIInfrastructure #BuyTheDip #StockMarket #Inflation #TechStocks #GrowthStocks #Investing
SoftBank, ARM, and the AI Debt Trap: We're Answering Your Questions
In this episode of **Being Exponential**, Luke Lango kicks things off with a quick macroeconomic update, breaking down the recent weakness across the broader stock market and what could be driving the latest selloff. Luke then answers viewer questions about the biggest opportunities and risks emerging across the AI trade. We take a closer look at the **annualized recurring revenue (ARR) numbers of leading frontier AI companies**, including OpenAI and Anthropic, and what their rapid growth could mean for the sustainability of the AI infrastructure boom. We also dive into **SiTime (SITM)** and its potential role in next-generation semiconductor infrastructure, before examining **SoftBank's growing debt obligations and its massive stake in Arm Holdings (ARM)**. Could SoftBank's financial commitments create additional pressure on ARM stock, or does the long-term AI opportunity outweigh those risks? **Is the recent market weakness a buying opportunity, or are rising financial pressures beginning to challenge the AI bull case?** 📍Timestamps📍 00:00 - Market Update 3:30 - Broader Market Question 6:11 - ARR Question 7:59 - SITM Question 10:07 - Softbank and ARM question Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #StockMarket #AIStocks #OpenAI #Anthropic #SITM #ARM #SoftBank #Semiconductors #AIInfrastructure #TechStocks #GrowthStocks #Investing
3 Stocks You Need To Own For 2027
In this episode of Being Exponential, Luke Lango reveals three of his favorite stocks heading into 2027: Marvell Technology (MRVL), Arm Holdings (ARM), and Nebius (NBIS). The AI boom is entering its next phase. As the industry shifts from generative AI toward agentic AI, Luke breaks down why that transition could create an entirely new wave of demand for custom silicon, CPUs, high-speed networking, and AI cloud infrastructure. We dive into Marvell’s massive long-term ambitions and its opportunity in custom AI chips and interconnect, why Arm could become increasingly important as AI inference expands across the cloud and edge, and how Nebius is positioning itself as a major player in the rapidly growing NeoCloud market. Are MRVL, ARM, and NBIS three of the best ways to position for the next phase of the AI boom—and could they become some of 2027’s biggest winners? ?Timestamps? 00:00 - MRVL 8:27 - ARM 14:31 - NBIS Visit Our Website: https://investorplace.com/hypergrowthinvesting/ ? Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #BeingExponential #LukeLango #MRVL #ARM #NBIS #AIStocks #AgenticAI #ArtificialIntelligence #AIInfrastructure #Semiconductors #NeoClouds #DataCenters #TechStocks #GrowthStocks #StockMarket #Investing
