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
Very bullish price action on #LMND here. I really don't see much stopping it from pushing to $110. And I even think we get to $150+ in 2026.
December 16, 2025 at 11:19 PM
Very bullish price action on #LMND here. I really don't see much stopping it from pushing to $110. And I even think we get to $150+ in 2026.
Cantor says semi stocks #SOXX will win big again in 2026 as global semi sales climb above $1T due to continued robust AI spending.
I agree. The capex cycle remains strong. Semi sales should surge in 2026. So should semi stocks.
Recent weakness in this complex looks like an opportunity to me.
I agree. The capex cycle remains strong. Semi sales should surge in 2026. So should semi stocks.
Recent weakness in this complex looks like an opportunity to me.
December 16, 2025 at 7:59 PM
Cantor says semi stocks #SOXX will win big again in 2026 as global semi sales climb above $1T due to continued robust AI spending.
I agree. The capex cycle remains strong. Semi sales should surge in 2026. So should semi stocks.
Recent weakness in this complex looks like an opportunity to me.
I agree. The capex cycle remains strong. Semi sales should surge in 2026. So should semi stocks.
Recent weakness in this complex looks like an opportunity to me.
Morgan Stanley expects a million robotaxis on the road by 2035.
I'll add I expect a million Optimus robots in the wild by then, too.
This isn't an EV story. It's an AI story.
I'll add I expect a million Optimus robots in the wild by then, too.
This isn't an EV story. It's an AI story.
December 16, 2025 at 7:34 PM
Morgan Stanley expects a million robotaxis on the road by 2035.
I'll add I expect a million Optimus robots in the wild by then, too.
This isn't an EV story. It's an AI story.
I'll add I expect a million Optimus robots in the wild by then, too.
This isn't an EV story. It's an AI story.
I’m observing lots of anti-AI sentiment out there right now.
Wouldn't be surprised if it becomes much bigger and a political hot topic going into the 2026 midterms.
That blowback could force a reduction in Big Tech capex and end the datacenter portion of this boom.
Monitor carefully.
Wouldn't be surprised if it becomes much bigger and a political hot topic going into the 2026 midterms.
That blowback could force a reduction in Big Tech capex and end the datacenter portion of this boom.
Monitor carefully.
December 16, 2025 at 6:14 PM
I’m observing lots of anti-AI sentiment out there right now.
Wouldn't be surprised if it becomes much bigger and a political hot topic going into the 2026 midterms.
That blowback could force a reduction in Big Tech capex and end the datacenter portion of this boom.
Monitor carefully.
Wouldn't be surprised if it becomes much bigger and a political hot topic going into the 2026 midterms.
That blowback could force a reduction in Big Tech capex and end the datacenter portion of this boom.
Monitor carefully.
Ugly December S&P Global Composite PMI report, too, on top of the ugly jobs numbers.
- US Composite PMI Output Index: 53.0 (6-month low)
- US Services PMI Business Activity Index: 52.9 (6-month low)
- US Manufacturing Output Index: 53.0 (3-month low)
- US Manufacturing PMI: 51.8 (5-month low)
- US Composite PMI Output Index: 53.0 (6-month low)
- US Services PMI Business Activity Index: 52.9 (6-month low)
- US Manufacturing Output Index: 53.0 (3-month low)
- US Manufacturing PMI: 51.8 (5-month low)
December 16, 2025 at 6:02 PM
Ugly December S&P Global Composite PMI report, too, on top of the ugly jobs numbers.
- US Composite PMI Output Index: 53.0 (6-month low)
- US Services PMI Business Activity Index: 52.9 (6-month low)
- US Manufacturing Output Index: 53.0 (3-month low)
- US Manufacturing PMI: 51.8 (5-month low)
- US Composite PMI Output Index: 53.0 (6-month low)
- US Services PMI Business Activity Index: 52.9 (6-month low)
- US Manufacturing Output Index: 53.0 (3-month low)
- US Manufacturing PMI: 51.8 (5-month low)
That's a really ugly jobs report.
- Job growth is collapsing. October jobs -105,000 / November +64,000 / 6-month average +17,000 which (ex Covid) is lowest in 15 years and consistent with recessions.
- Job growth is collapsing. October jobs -105,000 / November +64,000 / 6-month average +17,000 which (ex Covid) is lowest in 15 years and consistent with recessions.
December 16, 2025 at 4:47 PM
That's a really ugly jobs report.
- Job growth is collapsing. October jobs -105,000 / November +64,000 / 6-month average +17,000 which (ex Covid) is lowest in 15 years and consistent with recessions.
- Job growth is collapsing. October jobs -105,000 / November +64,000 / 6-month average +17,000 which (ex Covid) is lowest in 15 years and consistent with recessions.
The newest workplace trend is "Quiet Cracking", where employees are showing up and doing the work - but inside, they're unhappy, cracking, and running on fumes.
I think this about describes 70% of the working people I know and almost 100% of the people I know that are NOT working in or around AI.
I think this about describes 70% of the working people I know and almost 100% of the people I know that are NOT working in or around AI.
December 15, 2025 at 9:57 PM
The newest workplace trend is "Quiet Cracking", where employees are showing up and doing the work - but inside, they're unhappy, cracking, and running on fumes.
I think this about describes 70% of the working people I know and almost 100% of the people I know that are NOT working in or around AI.
I think this about describes 70% of the working people I know and almost 100% of the people I know that are NOT working in or around AI.
Trump assembling new 1,000 person “Tech Force” that will work on AI infrastructure projects.
The AI Boom rolls on, even amidst choppy price action in AI stocks.
The AI Boom rolls on, even amidst choppy price action in AI stocks.
December 15, 2025 at 8:30 PM
Trump assembling new 1,000 person “Tech Force” that will work on AI infrastructure projects.
The AI Boom rolls on, even amidst choppy price action in AI stocks.
The AI Boom rolls on, even amidst choppy price action in AI stocks.
November Jobs Report tomorrow and Wall Street seems to think it won't be good.
I'm a little worried about it, too.
#BA #GM #META #AMZN #UPS #VZ and more have all announced jobs cuts in the several thousands over the past few months. The late 2025 corporate layoff wave has been sizable.
I'm a little worried about it, too.
#BA #GM #META #AMZN #UPS #VZ and more have all announced jobs cuts in the several thousands over the past few months. The late 2025 corporate layoff wave has been sizable.
December 15, 2025 at 7:29 PM
#TER double upgraded at Goldman Sachs from Sell to Buy: "We believe the company will gain greater traction in GPU testing, plus recovery in traditional customers."
This one is an AI winner that impressively weathered the recent AI stock crash.
Worth noting.
This one is an AI winner that impressively weathered the recent AI stock crash.
Worth noting.
December 15, 2025 at 6:02 PM
#TER double upgraded at Goldman Sachs from Sell to Buy: "We believe the company will gain greater traction in GPU testing, plus recovery in traditional customers."
This one is an AI winner that impressively weathered the recent AI stock crash.
Worth noting.
This one is an AI winner that impressively weathered the recent AI stock crash.
Worth noting.
Market continues to struggle for a bid and it is probably lingering Fed jitters.
Powell didn't sound super hawkish last week, but he didn't sound super dovish, either. And today's December Empire State Manufacturing Survey makes a case for sounding super dovish.
Powell didn't sound super hawkish last week, but he didn't sound super dovish, either. And today's December Empire State Manufacturing Survey makes a case for sounding super dovish.
December 15, 2025 at 3:56 PM
Market continues to struggle for a bid and it is probably lingering Fed jitters.
Powell didn't sound super hawkish last week, but he didn't sound super dovish, either. And today's December Empire State Manufacturing Survey makes a case for sounding super dovish.
Powell didn't sound super hawkish last week, but he didn't sound super dovish, either. And today's December Empire State Manufacturing Survey makes a case for sounding super dovish.
I dislike income taxes as much as the next guy. But tariffs aren’t going to cut your taxes anytime soon.
It ain’t 1913 anymore. Tariffs, unfortunately, can’t pay for our government in 2025.
It ain’t 1913 anymore. Tariffs, unfortunately, can’t pay for our government in 2025.
December 12, 2025 at 6:12 PM
I dislike income taxes as much as the next guy. But tariffs aren’t going to cut your taxes anytime soon.
It ain’t 1913 anymore. Tariffs, unfortunately, can’t pay for our government in 2025.
It ain’t 1913 anymore. Tariffs, unfortunately, can’t pay for our government in 2025.
Trump’s new One Rule on AI: there are no rules
December 12, 2025 at 4:57 PM
Trump’s new One Rule on AI: there are no rules