Being Exponential | Luke Lango
@beingexponential.bsky.social
🔍 Decode AI, tech & market trends
📈 Thrive in a world of exponential change
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https://www.youtube.com/@BeingExponential
📈 Thrive in a world of exponential change
🎙️ New episodes weekly | 🎧 Subscribe now
https://www.youtube.com/@BeingExponential
$CRWV.
Oversold + at major technical support.
Looks attractive to me.
Oversold + at major technical support.
Looks attractive to me.
November 11, 2025 at 8:56 PM
$CRWV.
Oversold + at major technical support.
Looks attractive to me.
Oversold + at major technical support.
Looks attractive to me.
October NFIB Small Business Survey highlights:
- Headline Small Biz Optimism Index dropped again from 98.8 -> 98.2
- Uncertainty down, but still high
- Outlook for general biz conditions down to second-lowest level of year
- Actual sales and earnings changes down big to lowest since May
- Headline Small Biz Optimism Index dropped again from 98.8 -> 98.2
- Uncertainty down, but still high
- Outlook for general biz conditions down to second-lowest level of year
- Actual sales and earnings changes down big to lowest since May
November 11, 2025 at 8:26 PM
October NFIB Small Business Survey highlights:
- Headline Small Biz Optimism Index dropped again from 98.8 -> 98.2
- Uncertainty down, but still high
- Outlook for general biz conditions down to second-lowest level of year
- Actual sales and earnings changes down big to lowest since May
- Headline Small Biz Optimism Index dropped again from 98.8 -> 98.2
- Uncertainty down, but still high
- Outlook for general biz conditions down to second-lowest level of year
- Actual sales and earnings changes down big to lowest since May
ADP Employment +42K in October. Nice to see a positive month after some negative months. But the general trend is still softening in the labor market - enough softening to warrant more cuts.
November 11, 2025 at 7:56 PM
ADP Employment +42K in October. Nice to see a positive month after some negative months. But the general trend is still softening in the labor market - enough softening to warrant more cuts.
My thoughts on Michael Burry’s chart…
November 11, 2025 at 7:34 PM
My thoughts on Michael Burry’s chart…
SoftBanks cashes out their #NVDA stake for $5.8B.
I think it’s a sign that SoftBank is trying to help OpenAI make chips + become the next Nvidia.
I think it’s a sign that SoftBank is trying to help OpenAI make chips + become the next Nvidia.
November 11, 2025 at 6:35 PM
SoftBanks cashes out their #NVDA stake for $5.8B.
I think it’s a sign that SoftBank is trying to help OpenAI make chips + become the next Nvidia.
I think it’s a sign that SoftBank is trying to help OpenAI make chips + become the next Nvidia.
The market is being too short sighted with #CRWV.
The Q4 guide is a bit light b/c of third-party data-center shell delay. Silly for the stock to fall on that.
In plain English…
The Q4 guide is a bit light b/c of third-party data-center shell delay. Silly for the stock to fall on that.
In plain English…
November 11, 2025 at 4:02 PM
The market is being too short sighted with #CRWV.
The Q4 guide is a bit light b/c of third-party data-center shell delay. Silly for the stock to fall on that.
In plain English…
The Q4 guide is a bit light b/c of third-party data-center shell delay. Silly for the stock to fall on that.
In plain English…
That’s a power quarter from #TSEM and even more proof that the AI infrastructure boom is as robust as ever.
2X beat. Record guide for next quarter.
2X beat. Record guide for next quarter.
November 10, 2025 at 11:16 PM
That’s a power quarter from #TSEM and even more proof that the AI infrastructure boom is as robust as ever.
2X beat. Record guide for next quarter.
2X beat. Record guide for next quarter.
Here comes #MP.
Bounced at some pretty major technical support around $50. Strong earnings. Massive 2-day rally. Dropped into nearly oversold territory on the RSI - now rebounding. Close to triggering a bullish MACD crossover below the zero-line. Retaking the 100-day moving average.
Bounced at some pretty major technical support around $50. Strong earnings. Massive 2-day rally. Dropped into nearly oversold territory on the RSI - now rebounding. Close to triggering a bullish MACD crossover below the zero-line. Retaking the 100-day moving average.
November 10, 2025 at 9:02 PM
Here comes #MP.
Bounced at some pretty major technical support around $50. Strong earnings. Massive 2-day rally. Dropped into nearly oversold territory on the RSI - now rebounding. Close to triggering a bullish MACD crossover below the zero-line. Retaking the 100-day moving average.
Bounced at some pretty major technical support around $50. Strong earnings. Massive 2-day rally. Dropped into nearly oversold territory on the RSI - now rebounding. Close to triggering a bullish MACD crossover below the zero-line. Retaking the 100-day moving average.
OpenAI sure is asking for a lot of favors these days from Trump and friends...
November 10, 2025 at 8:27 PM
OpenAI sure is asking for a lot of favors these days from Trump and friends...
Power... is... the... bottleneck.
November 10, 2025 at 8:01 PM
Power... is... the... bottleneck.
ChatGPT (1.4B downloads) is crushing #MSFT Copilot (99mm downloads) in the AI assistant game.
Microsoft wants to change that by leveraging influencers to position Copilot as the "cool" AI assistant.
Microsoft wants to change that by leveraging influencers to position Copilot as the "cool" AI assistant.
November 10, 2025 at 7:34 PM
ChatGPT (1.4B downloads) is crushing #MSFT Copilot (99mm downloads) in the AI assistant game.
Microsoft wants to change that by leveraging influencers to position Copilot as the "cool" AI assistant.
Microsoft wants to change that by leveraging influencers to position Copilot as the "cool" AI assistant.
Power is the bottleneck for AI. The companies that "fix" that bottleneck will be huge winners in the coming years. Nat gas is an option. Wind/solar/etc are fine. But the nuclear + storage combo is best.
Nuclear: #CEG #VST #OKLO #SMR #BWXT #CCJ #TLN
Storage: #BE #EOSE #FLNC
Nuclear: #CEG #VST #OKLO #SMR #BWXT #CCJ #TLN
Storage: #BE #EOSE #FLNC
November 10, 2025 at 6:13 PM
If we look back at the Dot Com Boom - which, obviously, is the closest historical analog to the current AI Boom - we can see that rich valuations didn't pop the bubble.
November 10, 2025 at 4:45 PM
If we look back at the Dot Com Boom - which, obviously, is the closest historical analog to the current AI Boom - we can see that rich valuations didn't pop the bubble.
Earnings scorecard:
-91% of companies in the SPX have reported earnings so far
-82% beat EPS estimates / 77% beat revenue estimates -> both above 5-year average
-Blended EPS growth rate = 13.1% -> 4th consecutive quarter of DD growth
-91% of companies in the SPX have reported earnings so far
-82% beat EPS estimates / 77% beat revenue estimates -> both above 5-year average
-Blended EPS growth rate = 13.1% -> 4th consecutive quarter of DD growth
November 10, 2025 at 3:56 PM
Earnings scorecard:
-91% of companies in the SPX have reported earnings so far
-82% beat EPS estimates / 77% beat revenue estimates -> both above 5-year average
-Blended EPS growth rate = 13.1% -> 4th consecutive quarter of DD growth
-91% of companies in the SPX have reported earnings so far
-82% beat EPS estimates / 77% beat revenue estimates -> both above 5-year average
-Blended EPS growth rate = 13.1% -> 4th consecutive quarter of DD growth
Does anyone else feel like OpenAI is going to get nationalized? Sam Altman didn’t make those comments lightly. He never does anything by accident. This is all calculated.
November 7, 2025 at 8:31 PM
Does anyone else feel like OpenAI is going to get nationalized? Sam Altman didn’t make those comments lightly. He never does anything by accident. This is all calculated.
Consumer Sentiment just plunged to its lowest SECOND LOWEST LEVER EVER in November 2025. Obviously, not good. But usually, this is a contrarian buying signal. Average forward 12-month returns for the #SPX when Consumer Sentiment <60 = 15%.
But... but... but...
But... but... but...
November 7, 2025 at 7:57 PM
Consumer Sentiment just plunged to its lowest SECOND LOWEST LEVER EVER in November 2025. Obviously, not good. But usually, this is a contrarian buying signal. Average forward 12-month returns for the #SPX when Consumer Sentiment <60 = 15%.
But... but... but...
But... but... but...
This is defense time for the market.
November 7, 2025 at 7:29 PM
This is defense time for the market.
Strong quarter from #MP reinforces the thesis that this is the US leader building a mine-to-magnet system tailor-made for the AI/robotics decade. The policy-backed price floor + Tier 1 partners offset commodity cyclicality while MP finishes the heavy-rare-earth and magnet ramps.
November 7, 2025 at 4:46 PM
Strong quarter from #MP reinforces the thesis that this is the US leader building a mine-to-magnet system tailor-made for the AI/robotics decade. The policy-backed price floor + Tier 1 partners offset commodity cyclicality while MP finishes the heavy-rare-earth and magnet ramps.