In this weekās Being Exponential, I break down why the AI boom still has plenty of upside ā and why timing is everything. From Nvidiaās (NVDA) blockbuster earnings to breakout momentum at CrowdStrike (CRWD), Snowflake (SNOW), and Pure Storage (PSTG), I highlight the companies firing on all cylinders right now. More
Podcasts
Why Opendoor and AI Stocks Could Be Set to Boom … and Then Bust
The biggest tech stock boom since the dot-com era is unfolding in AI stocks right now, and it could hand investors immense gains ā if they know when to step off the dance floor. More
ChatGPTā5 Changed the Narrative: Why AIās Next Leap Could Shrink the Winnersā Circle
ChatGPT-5 is a major step forward, but AIās next leap wonāt just change the gameāit could redraw the scoreboard, concentrating the spoils among a select few platforms. More
Wall Streetās AI Rubicon: Jobs Crack, Stocks Split ā Go All-In on AI
Weāve crossed a historic line in markets and the workplace ā an āAI Rubiconā ā and the only winning move now is to go all-in on artificial intelligence. Whether youāre a worker protecting your career or an investor chasing exponential gains, AI will decide who thrives and who falls behind. More
Teslaās Tug-of-War: Why the Future Still Belongs to Elon Musk
As Teslaās latest earnings season wraps up, the EV giant finds itself straddling two divergent realities More
How Rare Earths, Inflation, and Tech Will Drive Markets Higher in 2025
My motto remains: AI with AI. That means focusing your portfolio squarely on companies directly enabling the AI revolution ā semiconductors, energy infrastructure, battery makers, AI software deployers, and key materials suppliers like MP Materials. More
Symbotic Stock Could Lead as AI Transforms Industries from Warehouses to Washington
With its cutting-edge robotics and software solutions, Symbotic stock is poised to lead in this new era of intelligent automation. More
