Being Exponential | Luke Lango
@beingexponential.bsky.social
🔍 Decode AI, tech & market trends
📈 Thrive in a world of exponential change
🎙️ New episodes weekly | 🎧 Subscribe now
https://www.youtube.com/@BeingExponential
📈 Thrive in a world of exponential change
🎙️ New episodes weekly | 🎧 Subscribe now
https://www.youtube.com/@BeingExponential
Pinned
🔊 New Being Exponential podcast
- Greenland deal resolves quietly. Markets unfazed
- Resource bull run #CCJ, #ALB, #MP
- Defense pullback, opportunity for #AVAV
- #NVDA's risk from #GOOGL & custom silicon
- #SYM leads in warehouse automation
- Autonomous trucking #AUR
- Space stocks too hot
🔗🔽
- Greenland deal resolves quietly. Markets unfazed
- Resource bull run #CCJ, #ALB, #MP
- Defense pullback, opportunity for #AVAV
- #NVDA's risk from #GOOGL & custom silicon
- #SYM leads in warehouse automation
- Autonomous trucking #AUR
- Space stocks too hot
🔗🔽
January 23, 2026 at 9:57 PM
More sovereign AI news.
#LDOS signed a deal with OpenAI to embed generative and agentic AI into federal workflows across digital modernization, national security, and defense.
#LDOS signed a deal with OpenAI to embed generative and agentic AI into federal workflows across digital modernization, national security, and defense.
January 23, 2026 at 6:13 PM
More sovereign AI news.
#LDOS signed a deal with OpenAI to embed generative and agentic AI into federal workflows across digital modernization, national security, and defense.
#LDOS signed a deal with OpenAI to embed generative and agentic AI into federal workflows across digital modernization, national security, and defense.
Batteries are accelerating the AI buildout.
CyrusOne just cut 1-2 years off its Fort Worth data center timeline by borrowing grid capacity from Eolian's idle battery site. Aligned did the same in Hillsboro with Calibrant to bring their campus online years early.
CyrusOne just cut 1-2 years off its Fort Worth data center timeline by borrowing grid capacity from Eolian's idle battery site. Aligned did the same in Hillsboro with Calibrant to bring their campus online years early.
January 23, 2026 at 4:42 PM
Batteries are accelerating the AI buildout.
CyrusOne just cut 1-2 years off its Fort Worth data center timeline by borrowing grid capacity from Eolian's idle battery site. Aligned did the same in Hillsboro with Calibrant to bring their campus online years early.
CyrusOne just cut 1-2 years off its Fort Worth data center timeline by borrowing grid capacity from Eolian's idle battery site. Aligned did the same in Hillsboro with Calibrant to bring their campus online years early.
Stablecoin market cap recentlyhit $311B, a new all-time high, even as $BTC fell below $90K and the broader crypto market saw $520M+ in liquidations in ~24 hours.
January 23, 2026 at 4:03 PM
Stablecoin market cap recentlyhit $311B, a new all-time high, even as $BTC fell below $90K and the broader crypto market saw $520M+ in liquidations in ~24 hours.
#ADSK is cutting ~1,000 jobs (7% of workforce) to reallocate capital toward cloud infrastructure and AI.
This is the pattern now. Even if AI isn't directly replacing workers, it's crowding them out by shifting budget priorities. Companies are choosing AI investments over people.
This is the pattern now. Even if AI isn't directly replacing workers, it's crowding them out by shifting budget priorities. Companies are choosing AI investments over people.
January 23, 2026 at 3:41 PM
#ADSK is cutting ~1,000 jobs (7% of workforce) to reallocate capital toward cloud infrastructure and AI.
This is the pattern now. Even if AI isn't directly replacing workers, it's crowding them out by shifting budget priorities. Companies are choosing AI investments over people.
This is the pattern now. Even if AI isn't directly replacing workers, it's crowding them out by shifting budget priorities. Companies are choosing AI investments over people.
2026 YTD leading themes: Compute, Memory, Space, Batteries, Drones, Oil, Nuclear, Metals
I think that's the playbook for the year.
I think that's the playbook for the year.
January 22, 2026 at 9:52 PM
2026 YTD leading themes: Compute, Memory, Space, Batteries, Drones, Oil, Nuclear, Metals
I think that's the playbook for the year.
I think that's the playbook for the year.
Details and implications of Greenland deal.
Details:
- Sovereignty Over "Pockets": Reports indicate the deal likely grants the U.S. sovereignty over specific, limited pockets of land within Greenland to establish or expand military bases, rather than ownership of the entire territory
Details:
- Sovereignty Over "Pockets": Reports indicate the deal likely grants the U.S. sovereignty over specific, limited pockets of land within Greenland to establish or expand military bases, rather than ownership of the entire territory
January 22, 2026 at 5:00 PM
Details and implications of Greenland deal.
Details:
- Sovereignty Over "Pockets": Reports indicate the deal likely grants the U.S. sovereignty over specific, limited pockets of land within Greenland to establish or expand military bases, rather than ownership of the entire territory
Details:
- Sovereignty Over "Pockets": Reports indicate the deal likely grants the U.S. sovereignty over specific, limited pockets of land within Greenland to establish or expand military bases, rather than ownership of the entire territory
The American housing market is broken in a way no interest rate cut can fix. So Washington is preparing to bypass the Fed entirely with structural mortgage reform designed to unfreeze the market before the 2026 midterms.
January 21, 2026 at 10:00 PM
The American housing market is broken in a way no interest rate cut can fix. So Washington is preparing to bypass the Fed entirely with structural mortgage reform designed to unfreeze the market before the 2026 midterms.
AI's biggest risks aren't technical. They're logistical.
January 21, 2026 at 8:58 PM
AI's biggest risks aren't technical. They're logistical.
Two AI hardware plays are emerging, and the FPGA angle deserves more attention.
#NVDA and #AMD own the GPU narrative for training and large-scale inference. High-performance parallel compute, mature ecosystems. That's well-covered.
FPGAs are carving out edge AI, where the constraints flip:
#NVDA and #AMD own the GPU narrative for training and large-scale inference. High-performance parallel compute, mature ecosystems. That's well-covered.
FPGAs are carving out edge AI, where the constraints flip:
January 21, 2026 at 8:27 PM
Another good day for the nuclear industry. Major new U.S. funding just cleared the Senate, and Japan restarted its 15th reactor since Fukushima, and Germany's new chancellor is calling their nuclear shutdown a "serious strategic mistake."
January 21, 2026 at 7:58 PM
Another good day for the nuclear industry. Major new U.S. funding just cleared the Senate, and Japan restarted its 15th reactor since Fukushima, and Germany's new chancellor is calling their nuclear shutdown a "serious strategic mistake."
One of the big bearish arguments against the #SPX is that the stock market equity risk premium (the difference between the corporate earnings yield and the risk-free 10-year Treasury yield) has gone negative and is way below where it hovered throughout the 2000s and 2010s.
True, but...
True, but...
January 21, 2026 at 4:39 PM
One of the big bearish arguments against the #SPX is that the stock market equity risk premium (the difference between the corporate earnings yield and the risk-free 10-year Treasury yield) has gone negative and is way below where it hovered throughout the 2000s and 2010s.
True, but...
True, but...
Bear steepenings of the yield curve historically tend to be bearish indicators. But not so this time around. We've been in a bear steepener since summer 2024, and still 18 months later, no prolonged bear market or economic crash.
Interesting...
Interesting...
January 21, 2026 at 4:35 PM
Bear steepenings of the yield curve historically tend to be bearish indicators. But not so this time around. We've been in a bear steepener since summer 2024, and still 18 months later, no prolonged bear market or economic crash.
Interesting...
Interesting...
No force = rally time
The Greenland drama isn't over. But we've at least avoided a worst-case outcome (for now) and the stage does appear set for some semblance of a deal in the next few weeks
Pay attention to the stocks rebounding the most today
#RMBS #USAR #TDY #SMR #ARM #CIFR #MARA #CLSK #ONDS
The Greenland drama isn't over. But we've at least avoided a worst-case outcome (for now) and the stage does appear set for some semblance of a deal in the next few weeks
Pay attention to the stocks rebounding the most today
#RMBS #USAR #TDY #SMR #ARM #CIFR #MARA #CLSK #ONDS
January 21, 2026 at 4:26 PM
This is the big risk to stocks right now.
The Danish pension fund already said it is going to dump its $100mm stake in US Treasuries. That's a drop in the ocean. If the bigger dogs follow suit, we're talking potentially hundreds of billions (maybe even trillions) of dollars in U.S.
The Danish pension fund already said it is going to dump its $100mm stake in US Treasuries. That's a drop in the ocean. If the bigger dogs follow suit, we're talking potentially hundreds of billions (maybe even trillions) of dollars in U.S.
January 21, 2026 at 4:04 PM
This is the big risk to stocks right now.
The Danish pension fund already said it is going to dump its $100mm stake in US Treasuries. That's a drop in the ocean. If the bigger dogs follow suit, we're talking potentially hundreds of billions (maybe even trillions) of dollars in U.S.
The Danish pension fund already said it is going to dump its $100mm stake in US Treasuries. That's a drop in the ocean. If the bigger dogs follow suit, we're talking potentially hundreds of billions (maybe even trillions) of dollars in U.S.
Worth noting that while stocks are rebounding today, bonds and the dollar are not. The 10-Year remains around 4.3% and the #DXY is flatlining around $98.50. Further stock market gains will likely require bonds and the dollar to join the rally.
January 21, 2026 at 3:43 PM
Worth noting that while stocks are rebounding today, bonds and the dollar are not. The 10-Year remains around 4.3% and the #DXY is flatlining around $98.50. Further stock market gains will likely require bonds and the dollar to join the rally.
Although I expect the Greenland drama to pass relatively quickly, I do think it has major investment implications as it emphasizes the new "Acquisition Americana" era that we have entered here in 2026.
January 20, 2026 at 6:18 PM
Although I expect the Greenland drama to pass relatively quickly, I do think it has major investment implications as it emphasizes the new "Acquisition Americana" era that we have entered here in 2026.
Here's how the Greenland situation plays out, IMO...
January 20, 2026 at 5:56 PM
Here's how the Greenland situation plays out, IMO...
🔊 New Being Exponential podcast
We cover:
- Acquisition Americana turns policy pro-cyclical, resource-first
- ~$50/bbl oil bias caps inflation, boosts refiners #VLO #MPC
- Defense spend shifts to attritable drones #AVAV #KTOS
- AI infra capex tightens supply, favors industrial metals
- & more
🔗🔽
We cover:
- Acquisition Americana turns policy pro-cyclical, resource-first
- ~$50/bbl oil bias caps inflation, boosts refiners #VLO #MPC
- Defense spend shifts to attritable drones #AVAV #KTOS
- AI infra capex tightens supply, favors industrial metals
- & more
🔗🔽
January 15, 2026 at 6:04 PM
ElevenLabs crossed $330M ARR in under three years, accelerating from 20 months to hit $100M to just 5 months to go from $200M to $330M. This is the AI monetization playbook in action.
January 15, 2026 at 4:47 PM
ElevenLabs crossed $330M ARR in under three years, accelerating from 20 months to hit $100M to just 5 months to go from $200M to $330M. This is the AI monetization playbook in action.
#LINK got its second spot ETF.
Pay attention to who shows up in D.C.
Chainlink founder Sergey Nazarov is constantly at the White House, meeting with policymakers, embedded in regulatory discussions.
Pay attention to who shows up in D.C.
Chainlink founder Sergey Nazarov is constantly at the White House, meeting with policymakers, embedded in regulatory discussions.
January 15, 2026 at 3:56 PM
#LINK got its second spot ETF.
Pay attention to who shows up in D.C.
Chainlink founder Sergey Nazarov is constantly at the White House, meeting with policymakers, embedded in regulatory discussions.
Pay attention to who shows up in D.C.
Chainlink founder Sergey Nazarov is constantly at the White House, meeting with policymakers, embedded in regulatory discussions.