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
This a dangerous time for #BTC.
Bitcoin has pretty convincingly lost the 50-week moving average. Current price of $98,000 is about 5% below the 50-week MA at $103,000.
Bitcoin has pretty convincingly lost the 50-week moving average. Current price of $98,000 is about 5% below the 50-week MA at $103,000.
November 14, 2025 at 1:02 AM
This a dangerous time for #BTC.
Bitcoin has pretty convincingly lost the 50-week moving average. Current price of $98,000 is about 5% below the 50-week MA at $103,000.
Bitcoin has pretty convincingly lost the 50-week moving average. Current price of $98,000 is about 5% below the 50-week MA at $103,000.
The concern in markets right now is that AI is not producing the ROI needed to justify the massive spending.
This chart contradicts that fear with hard data.
This chart contradicts that fear with hard data.
November 13, 2025 at 11:18 PM
The concern in markets right now is that AI is not producing the ROI needed to justify the massive spending.
This chart contradicts that fear with hard data.
This chart contradicts that fear with hard data.
🔊 New Being Exponential podcast
- Burry: #META #MSFT #AMZN inflate earnings via GPU life extension
- SoftBank sells #NVDA to fund OpenAI
- OpenAI's potential $1T IPO. #SSSS as proxy investment
- #SITM #COR #LITE blowout earnings
- BTD in #MPWR #NVMI #NBIS after post-earnings selloffs?
- & more
🔗🔽
- Burry: #META #MSFT #AMZN inflate earnings via GPU life extension
- SoftBank sells #NVDA to fund OpenAI
- OpenAI's potential $1T IPO. #SSSS as proxy investment
- #SITM #COR #LITE blowout earnings
- BTD in #MPWR #NVMI #NBIS after post-earnings selloffs?
- & more
🔗🔽
November 13, 2025 at 6:02 PM
$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.
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.
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.
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.
🔊 New Being Exponential pod
- #META, #GOOGL, #AMZN beat earnings but capex concerns
- Fed rate cut unclear, AI still booming
- M&A/IPO surge yellow flag
- BTD in rare earths #MP, nuclear #BWXT, energy storage #BE?
- Crypto stablecoins + tokenization
- Breakouts: #WDC, #BE, #TER, #LUMN, #FORM
🔗🔽
- #META, #GOOGL, #AMZN beat earnings but capex concerns
- Fed rate cut unclear, AI still booming
- M&A/IPO surge yellow flag
- BTD in rare earths #MP, nuclear #BWXT, energy storage #BE?
- Crypto stablecoins + tokenization
- Breakouts: #WDC, #BE, #TER, #LUMN, #FORM
🔗🔽
November 6, 2025 at 7:03 PM
One of my favorite AI socks #ALAB is struggling for direction today despite delivering a strong beat+raise report.
- Revs +104%
- Operating profits +162%
- Q4e revs +75% -> high-growth story
- Revs +104%
- Operating profits +162%
- Q4e revs +75% -> high-growth story
November 5, 2025 at 7:31 PM
One of my favorite AI socks #ALAB is struggling for direction today despite delivering a strong beat+raise report.
- Revs +104%
- Operating profits +162%
- Q4e revs +75% -> high-growth story
- Revs +104%
- Operating profits +162%
- Q4e revs +75% -> high-growth story
This is where #BTC has to play defense. The 50-week moving average.
Big deal. Excluding Covid, every single meaningful break below the 50-week moving average in the past has signaled the end of the boom cycle.
Happened in August 2014. Signaled the end of the 2011-14 boom cycle.
Big deal. Excluding Covid, every single meaningful break below the 50-week moving average in the past has signaled the end of the boom cycle.
Happened in August 2014. Signaled the end of the 2011-14 boom cycle.
November 5, 2025 at 4:03 PM
This is where #BTC has to play defense. The 50-week moving average.
Big deal. Excluding Covid, every single meaningful break below the 50-week moving average in the past has signaled the end of the boom cycle.
Happened in August 2014. Signaled the end of the 2011-14 boom cycle.
Big deal. Excluding Covid, every single meaningful break below the 50-week moving average in the past has signaled the end of the boom cycle.
Happened in August 2014. Signaled the end of the 2011-14 boom cycle.
No JOLTS data today, but if we got the report, it probably would've been bad.
November 4, 2025 at 11:15 PM
No JOLTS data today, but if we got the report, it probably would've been bad.
I used to think the Fed was the master of the financial universe. I still do. But temporarily, they've lost their power because of this. They are flying blind in the face of enormous AI-driven changes to economics and markets.
November 4, 2025 at 9:59 PM
I used to think the Fed was the master of the financial universe. I still do. But temporarily, they've lost their power because of this. They are flying blind in the face of enormous AI-driven changes to economics and markets.
Lots of AI Bubble fears out there with Wall Street execs like David Solomon and Ted Pick warning of an equity market drop of more than 10% in the next 12 to 24 months due to elevated valuations.
November 4, 2025 at 9:39 PM
Lots of AI Bubble fears out there with Wall Street execs like David Solomon and Ted Pick warning of an equity market drop of more than 10% in the next 12 to 24 months due to elevated valuations.
In a sea of red today, #LDOS is a bright spot - and it should be.
Strong beat-and-raise Q3 report that included 7% rev growth + 11% defense revenue growth w/ a 17% jump in the order backlog to nearly $50B.
Strong beat-and-raise Q3 report that included 7% rev growth + 11% defense revenue growth w/ a 17% jump in the order backlog to nearly $50B.
November 4, 2025 at 5:53 PM
In a sea of red today, #LDOS is a bright spot - and it should be.
Strong beat-and-raise Q3 report that included 7% rev growth + 11% defense revenue growth w/ a 17% jump in the order backlog to nearly $50B.
Strong beat-and-raise Q3 report that included 7% rev growth + 11% defense revenue growth w/ a 17% jump in the order backlog to nearly $50B.
Jeffries declares "glory days" for clean tech stocks as the near-insatiable demand for energy to power AI datacenters is creating growth tailwinds for all-things-energy.
But it is not a rising-tide-lifts-all-boats dynamic.
But it is not a rising-tide-lifts-all-boats dynamic.
November 3, 2025 at 7:59 PM
Jeffries declares "glory days" for clean tech stocks as the near-insatiable demand for energy to power AI datacenters is creating growth tailwinds for all-things-energy.
But it is not a rising-tide-lifts-all-boats dynamic.
But it is not a rising-tide-lifts-all-boats dynamic.
#KMB to buy Tylenol-maker #KVUE for ~$40B in cash + stock deal. Also, #ETN to buy Boyd Thermal from #GS for ~9.5B, #CDE to buy #NGD for $7B in all-stock deal, and #SM to buy rival #CIVI for ~$2.8B.
M&A volume is one of the contrarian indicators I'm watching for a market top. It is picking up.
M&A volume is one of the contrarian indicators I'm watching for a market top. It is picking up.
November 3, 2025 at 6:40 PM
