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Being Exponential | Luke Lango
beingexponential.bsky.social
did:plc:w7fdhsws3nohbisnhzppxsu5
🔊 New Being Exponential podcast
- AI economy booms while consumers struggle
- Massive AI capex drives infra windfall
- Bullish #MSFT as GPT-5.5 dominates
- Data centers lift #CAT #WCC #FIX
- Memory boom aids #MU #WDC #GLW
- Downturn risks #META #GOOGL ads
- #QCOM joins hyperscaler rally
Link below
2026-05-01T16:58:10.280Z