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
Here comes the metal dip we've been waiting for... here's your technical "buy-the-dip" guide based on local bottoms since the metals bull market started in late 2022...
Gold #GLD: Tends to bottom after 5-10% pullbacks. Down ~8% now. In the "bottoming zone".
Gold #GLD: Tends to bottom after 5-10% pullbacks. Down ~8% now. In the "bottoming zone".
January 30, 2026 at 5:04 PM
Here comes the metal dip we've been waiting for... here's your technical "buy-the-dip" guide based on local bottoms since the metals bull market started in late 2022...
Gold #GLD: Tends to bottom after 5-10% pullbacks. Down ~8% now. In the "bottoming zone".
Gold #GLD: Tends to bottom after 5-10% pullbacks. Down ~8% now. In the "bottoming zone".
My quick thoughts on Kevin Warsh as Fed Chair:
January 30, 2026 at 4:48 PM
My quick thoughts on Kevin Warsh as Fed Chair:
I think the crash in rare earth stocks today in response to the White House shelving plans for critical mineral price floors is overdone.
January 30, 2026 at 12:03 AM
I think the crash in rare earth stocks today in response to the White House shelving plans for critical mineral price floors is overdone.
January 29, 2026 at 11:12 PM
Strong quarter from #LRCX.
Beat across the board on Q2 numbers. Guided above across the board for Q3. Revenue growth steady in the low 20s. Gross margins expanding. Operating margins expanding. EPS growth running right around 40%.
Beat across the board on Q2 numbers. Guided above across the board for Q3. Revenue growth steady in the low 20s. Gross margins expanding. Operating margins expanding. EPS growth running right around 40%.
January 29, 2026 at 10:00 PM
Strong quarter from #LRCX.
Beat across the board on Q2 numbers. Guided above across the board for Q3. Revenue growth steady in the low 20s. Gross margins expanding. Operating margins expanding. EPS growth running right around 40%.
Beat across the board on Q2 numbers. Guided above across the board for Q3. Revenue growth steady in the low 20s. Gross margins expanding. Operating margins expanding. EPS growth running right around 40%.
The crash in #CLS is nonsense and looks like a really good buying opportunity.
The company smashed Q4 results and guided above for both Q1 and 2026. Q4 revs +44% / Q1e +51% / FY26e +37%. Q4 EPS +70% / Q1e +71% / FY26e +45%.
The company smashed Q4 results and guided above for both Q1 and 2026. Q4 revs +44% / Q1e +51% / FY26e +37%. Q4 EPS +70% / Q1e +71% / FY26e +45%.
January 29, 2026 at 9:02 PM
The crash in #CLS is nonsense and looks like a really good buying opportunity.
The company smashed Q4 results and guided above for both Q1 and 2026. Q4 revs +44% / Q1e +51% / FY26e +37%. Q4 EPS +70% / Q1e +71% / FY26e +45%.
The company smashed Q4 results and guided above for both Q1 and 2026. Q4 revs +44% / Q1e +51% / FY26e +37%. Q4 EPS +70% / Q1e +71% / FY26e +45%.
#TSLA is finally going "AI with AI" - or all-in with artificial intelligence - and I really like the move.
They are:
-Ending production of the Model S/X and converting the Freemont S/X space into an Optimus factory, with a long-term goal of 1mm Optimus units/year in that footprint.
They are:
-Ending production of the Model S/X and converting the Freemont S/X space into an Optimus factory, with a long-term goal of 1mm Optimus units/year in that footprint.
January 29, 2026 at 8:32 PM
#TSLA is finally going "AI with AI" - or all-in with artificial intelligence - and I really like the move.
They are:
-Ending production of the Model S/X and converting the Freemont S/X space into an Optimus factory, with a long-term goal of 1mm Optimus units/year in that footprint.
They are:
-Ending production of the Model S/X and converting the Freemont S/X space into an Optimus factory, with a long-term goal of 1mm Optimus units/year in that footprint.
The AI complex is getting destroyed today b/c of fallout from #MSFT earnings (AI growth is slowing), but that logic doesn't make sense to me.
Here's the right way to look at it...
Here's the right way to look at it...
January 29, 2026 at 8:00 PM
The AI complex is getting destroyed today b/c of fallout from #MSFT earnings (AI growth is slowing), but that logic doesn't make sense to me.
Here's the right way to look at it...
Here's the right way to look at it...
The #META growth engine is firing on all cylinders.
Beat Q4 numbers across the board. Guided way above on Q1 revenues. Implied much bigger growth than expected for all of 2026. Daily Active People +7%. Average Revenue Per Person +16%. Revs +24%. Q1e revs +30%. FY26e revs >+24%.
Beat Q4 numbers across the board. Guided way above on Q1 revenues. Implied much bigger growth than expected for all of 2026. Daily Active People +7%. Average Revenue Per Person +16%. Revs +24%. Q1e revs +30%. FY26e revs >+24%.
January 29, 2026 at 7:29 PM
The #META growth engine is firing on all cylinders.
Beat Q4 numbers across the board. Guided way above on Q1 revenues. Implied much bigger growth than expected for all of 2026. Daily Active People +7%. Average Revenue Per Person +16%. Revs +24%. Q1e revs +30%. FY26e revs >+24%.
Beat Q4 numbers across the board. Guided way above on Q1 revenues. Implied much bigger growth than expected for all of 2026. Daily Active People +7%. Average Revenue Per Person +16%. Revs +24%. Q1e revs +30%. FY26e revs >+24%.
🔊 New Being Exponential pod
- De-dollarization boosts #GLD and #SLV
- Buy dips in copper and lithium miners
- Strong AI earnings from #STX and #ASML
- #NVDA backs neo-cloud with #CRWV stake #APLD #IREN
- US stake in rare earths boosts #MP
- Bet on state-backed sectors: chips #GFS, nuclear #OKLO
🔗🔽
- De-dollarization boosts #GLD and #SLV
- Buy dips in copper and lithium miners
- Strong AI earnings from #STX and #ASML
- #NVDA backs neo-cloud with #CRWV stake #APLD #IREN
- US stake in rare earths boosts #MP
- Bet on state-backed sectors: chips #GFS, nuclear #OKLO
🔗🔽
January 29, 2026 at 6:51 PM
#MSFT is having its worst day since the depths of Covid (March 2020) on AI spending fears in its Q2 earnings report. My quick takeaway is to buy the dip with both hands.
January 29, 2026 at 6:16 PM
#MSFT is having its worst day since the depths of Covid (March 2020) on AI spending fears in its Q2 earnings report. My quick takeaway is to buy the dip with both hands.
I don't think it really matters what Trump or Bessent say.
Their actions are consistent with the U.S. Dollar going lower - potentially A LOT lower.
And that means hard assets, priced in U.S. dollars, are going to go higher - potentially A LOT higher.
Their actions are consistent with the U.S. Dollar going lower - potentially A LOT lower.
And that means hard assets, priced in U.S. dollars, are going to go higher - potentially A LOT higher.
January 28, 2026 at 6:15 PM
I don't think it really matters what Trump or Bessent say.
Their actions are consistent with the U.S. Dollar going lower - potentially A LOT lower.
And that means hard assets, priced in U.S. dollars, are going to go higher - potentially A LOT higher.
Their actions are consistent with the U.S. Dollar going lower - potentially A LOT lower.
And that means hard assets, priced in U.S. dollars, are going to go higher - potentially A LOT higher.
Really strong earnings from the AI complex today.
#STX double-beat + strong guide. Accelerating revenue growth. High visibility to >20% revenue growth into 2027. AI memory market structurally undersupplied with no slowdown in demand.
#STX double-beat + strong guide. Accelerating revenue growth. High visibility to >20% revenue growth into 2027. AI memory market structurally undersupplied with no slowdown in demand.
January 28, 2026 at 6:04 PM
Really strong earnings from the AI complex today.
#STX double-beat + strong guide. Accelerating revenue growth. High visibility to >20% revenue growth into 2027. AI memory market structurally undersupplied with no slowdown in demand.
#STX double-beat + strong guide. Accelerating revenue growth. High visibility to >20% revenue growth into 2027. AI memory market structurally undersupplied with no slowdown in demand.
More sovereign AI news.
#NVDA released a Brazil-specific dataset -- grounded in official census and labor data but synthetically generated, so no real identities represented. AI systems deployed in the region get demographic and cultural relevance.
#NVDA released a Brazil-specific dataset -- grounded in official census and labor data but synthetically generated, so no real identities represented. AI systems deployed in the region get demographic and cultural relevance.
January 28, 2026 at 4:02 PM
More sovereign AI news.
#NVDA released a Brazil-specific dataset -- grounded in official census and labor data but synthetically generated, so no real identities represented. AI systems deployed in the region get demographic and cultural relevance.
#NVDA released a Brazil-specific dataset -- grounded in official census and labor data but synthetically generated, so no real identities represented. AI systems deployed in the region get demographic and cultural relevance.
Conference Board January Consumer Confidence Report is UGLY.
- Consumer Confidence dropped to 84.5, a 10-year low and even lower that the depths of the Covid pandemic.
- Consumer Confidence dropped 10% in January, one of its worst monthly drops on record
- Consumer Confidence dropped to 84.5, a 10-year low and even lower that the depths of the Covid pandemic.
- Consumer Confidence dropped 10% in January, one of its worst monthly drops on record
January 27, 2026 at 7:59 PM
Conference Board January Consumer Confidence Report is UGLY.
- Consumer Confidence dropped to 84.5, a 10-year low and even lower that the depths of the Covid pandemic.
- Consumer Confidence dropped 10% in January, one of its worst monthly drops on record
- Consumer Confidence dropped to 84.5, a 10-year low and even lower that the depths of the Covid pandemic.
- Consumer Confidence dropped 10% in January, one of its worst monthly drops on record
Here's the problem with housing: Any and all efforts to boost the demand side of the equation by lowering rates, providing first-time home-buyer assistance, etc without addressing the supply side of the equation will result in higher home prices and only worsen the affordability crisis.
January 27, 2026 at 7:34 PM
Here's the problem with housing: Any and all efforts to boost the demand side of the equation by lowering rates, providing first-time home-buyer assistance, etc without addressing the supply side of the equation will result in higher home prices and only worsen the affordability crisis.
Good signal for AI stocks going into earnings season.
According to data from Ramp Economics, corporate AI adoption rates in the U.S. rose significantly in December to a record-high after flatlining from August to November.
According to data from Ramp Economics, corporate AI adoption rates in the U.S. rose significantly in December to a record-high after flatlining from August to November.
January 27, 2026 at 6:59 PM
Good signal for AI stocks going into earnings season.
According to data from Ramp Economics, corporate AI adoption rates in the U.S. rose significantly in December to a record-high after flatlining from August to November.
According to data from Ramp Economics, corporate AI adoption rates in the U.S. rose significantly in December to a record-high after flatlining from August to November.
#UPS announces 30,000 more job cuts. Stock rises.
Labor loses. Capital wins. The wealth divide just keeps getting wider.
In this economy, you have to own assets.
Labor loses. Capital wins. The wealth divide just keeps getting wider.
In this economy, you have to own assets.
January 27, 2026 at 6:29 PM
#UPS announces 30,000 more job cuts. Stock rises.
Labor loses. Capital wins. The wealth divide just keeps getting wider.
In this economy, you have to own assets.
Labor loses. Capital wins. The wealth divide just keeps getting wider.
In this economy, you have to own assets.