iiinova — where your digital self keeps evolving

Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

Orbital data centers get a real stress test next week when #GOOGL launches its first TPUs into orbit aboard SpaceX's Transporter-18 mission.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

This looks like an effort to get ahead of the backlash over rising electricity bills, constrained grids, and canceled energy projects by getting visible capacity improvements moving ASAP...

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

Anthropic committed $11.6 billion over seven years to #AKAM for growing CPU workloads. The workload mix makes this especially interesting.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

AI agents could become the next toll collectors of the internet. Bloomberg Intelligence estimates that #UBER, #DASH, #LYFT, #CART, #ABNB, #BKNG, #MPNGY, and #EXPE process about $1 trillion in annual transaction value.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

June 1999. Fed starts hiking. They hike 6 times into March 2000. 10 year goes from 4.8% to a peak of 5.8%. #NDX doubles. Sometimes, higher rates don't mean lower stocks.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

🔊 New Being Exponential episode - #MU #SNDK memory tight into 2028 - #MRVL #GLW photonics optics drive next bottleneck - #AMD pops on inflows hitting new high - Cheap semiconductors beat expensive software on flows 🔗 www.youtube.com/watch?v=9wV...

A vibrant graphic featuring swirling colors and digital patterns, showcasing "AI Hardware Demand and Money Flows" podcast episode details.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

🔊 New Being Exponential episode - #AMD joins trillion-dollar club on CPU strength - #META Muse launch validates AI spending - #ARM AI CPU play with accelerating growth - #SNDK cheap multiple despite strong earnings growth - #QCOM sleeping giant, data center and edge AI 🔗 youtu.be/tzgZTwfwl8Y

A bull symbolizes a market rally, surrounded by AI chips, with a man discussing five stocks to watch in AI technology.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Anthropic quietly building a physical biology lab feels like a rather loud validation of the synthetic biology thesis.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

One to keep an eye on... The Senate passed the Lindsey O. Graham Sanctioning Russia Act 86-11.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Congrats to Google for finally joining the "our AI model escaped its sandbox" club. Gemini became the latest major AI model to break out during a security test and access real company systems.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

#AMZN has blocked #META's Muse from shopping on Amazon.com after Meta reportedly declined to remove the site from the agent's available services.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Mantic just raised $25 million after posting a pretty remarkable forecasting result.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

AI companies still seem unable to rein in spending, which should remain bullish for the infrastructure trade until they eventually figure out how to do more with less. That could take a while.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 21/09/2026

US futures moved higher after officials called the latest US-China talks "very successful." The two sides also discussed creating a new mechanism for sharing information about serious AI incidents.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 21/09/2026

Trump announcing an AI Force, planning to name a new AI czar, polling the public on what to "rename" AI, etc. are all actions consistent with a federal government that is 100% committed to supporting robust, relentless, and unregulated growth in the AI industry.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 21/09/2026

Anthropic ARR tracking toward $100B+ in 2026. Given current growth rates + Astra success + Codex ramp, OpenAI probably finishes the year around $80B+ in ARR.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 18/09/2026

New Being Exponential episode - #PANW best-in-class bundling, premium quality - #CRWD clean AI security, AI arms dealer - #NET agentic internet toll booth & bouncer - #FTNT value pick, slower growth but cheaper - #ZS zero trust for agents, most upside 🔗 www.youtube.com/watch?v=20K...

A man stands beside a shield, surrounded by animated, angry-looking spheres, highlighting issues in AI cybersecurity and investment strategies.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 18/09/2026

The SEC opened a five-year path for qualifying venues to trade tokenized U.S. stocks on-chain.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 18/09/2026

Another big on-site power order just landed, extending a trend that has accelerated this year. #INIO booked a firm 450 MW order for Jenbacher gas engines that will provide primary power for North American data centers.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 17/09/2026

#CIEN just called for 30% revenue growth per year into 2029. #NBIS is raising on-demand #NVDA GPU prices by ~20% across the board.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 16/09/2026

The Fed hiked. Warsh sounded hawkish. Stocks reversed lower. But the dot plot still points to just ONE more hike this year. Our bullish view is Iran de-escalation → lower oil → cooling inflation → limited additional tightening.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 16/09/2026

New Being Exponential episode - AI leaders call for deliberate model slowdown - Safety regime likely raises compute demand - Double down on #AMD, #NBIS, #ALAB, #AVGO, #GLW, #MRVL - Trim debt-heavy AI periphery exposure - Rotate into cyber names #NET, #PANW, #CRWD youtu.be/JbNLs-k5rlI

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Being Exponential | Luke Lango @beingexponential.bsky.social · 15/09/2026

AI apocalypse fears ebb. Oil goes to $106 and the 10-year spikes above 5%. This market can't catch a break…

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Being Exponential | Luke Lango @beingexponential.bsky.social · 15/09/2026

#AVGO CEO Hock Tan on Mad Money last night when asked if all this slowdown talk would force him to reconsider 2027/28 guidance:

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Being Exponential | Luke Lango @beingexponential.bsky.social · 15/09/2026

BofA today: "Despite rising concerns around potential AI infra/investment slowdown, we see no signs of slowing in customer orders, LTAs, capacity commitments, or semis pricing (memory/GPU rental)."

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Being Exponential | Luke Lango @beingexponential.bsky.social · 14/09/2026

At the All-In Summit this AM, I heard from #MSFT CEO Satya Nadella + #NVDA CEO Jensen Huang + even President Donald Trump called in.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 14/09/2026

One real and likely durable investment implication from all this AI slowdown talk is a huge tailwind for cyber stocks. Whether spending slows or not, whether regulation comes or not… everyone is going to buy a lot more cyber solutions to protect against edge AI risks.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 14/09/2026

I spent the weekend analyzing every angle of this frontier AI slowdown discussion, and I keep coming back to this phrase: Capability Pacing, Capacity Racing. In the short term, all these developments should actually increase AI spending. Read the proposals. Inspectors inside the labs.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 14/09/2026

Just listened to #MSFT CEO Satya Nadella speak at the All-In Summit about the AI slowdown at the frontier. Not a word about reducing capex. Capability pacing, capacity racing. The buildout remains on.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 14/09/2026

Technicals seem to confirm the market isn't so worried about this "AI slowdown." #SMH #SOXX #AIS are all down big today, but if the market were really concerned, we would see big volume today and big technical breaks. We're seeing neither. Volume is normal, even slightly light today.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 11/09/2026

🔊 New Being Exponential episode - Iran oil spike plus sticky inflation overhang - #AMZN custom silicon deepens #QCOM partnership - QCOM deal lifts #MRVL, #AVGO, #AAOI - #AIS super-cycle ETF is new favorite - AI bifurcation regains its financial truth 🔗 youtu.be/IHkAOGfjZeU

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Being Exponential | Luke Lango @beingexponential.bsky.social · 11/09/2026

Fun mental exercise: How high would stocks be if it weren't for the Iran War?

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Being Exponential | Luke Lango @beingexponential.bsky.social · 11/09/2026

The September UMich Consumer Sentiment Report missed across the board. Consumers are getting crushed, with sentiment below the 2022, GFC, and early 1980s lows.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 11/09/2026

The August CPI report was "Goldilocks Hot": hot enough to cement a rate hike next week, but not enough to confirm a prolonged hiking cycle.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 11/09/2026

Bloomberg is reporting that Sam Altman had an all-hands meeting at OpenAI this week in which he said the company is open to slowing down development of its cutting-edge AI models in response to a wave of industry insider backlash and warnings about AI getting out of control...

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Being Exponential | Luke Lango @beingexponential.bsky.social · 11/09/2026

Jensen Huang is right here. After the Hugging Face incident and with all these concerns about AI agents running rogue, cybersecurity is going to become a more mission-critical industry than ever, with more and more IT dollars getting allocated to cyber systems.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 11/09/2026

By my rough math, #MSFT internal plan to more than triple data center capacity from 12GW -> 38GW into 2032 is consistent with $200B+ in annual capex over the next 5-6 years.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 10/09/2026

August’s PPI report was broadly in line, but its details lean hawkish. Headline producer prices rose 0.4% month over month, matching expectations, while core prices rose a softer-than-expected 0.2%.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 10/09/2026

Oil $100+... 10-year approaching 5%... 3%+ inflation that's on its way to 4%+... 70% odds of a rate hike next week... 3 hikes priced in over the next 12 months... and yet, #SPY #QQQ #AIQ all near all-time highs.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 09/09/2026

My succinct thoughts on the AI Doomer posts going viral over the last 24 hours: the extinction odds are speculative, but the capability gains are tangible.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 09/09/2026

We're in the "danger zone" for yields. That 4.8% to 5.0% range for the 10-year has been a death blow for stocks since the AI Boom started.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 09/09/2026

🔊 New Being Exponential podcast: - #QCOM: AWS deal, new bull case - #AVGO: custom silicon + networking - #MRVL: #GOOGL, Anthropic, OpenAI, #META ties - #HWM: casting moat, #SPCX threat overblown - #LULU: weak fundamentals, new rivals 🔗 youtu.be/oks0FVfc2Qc

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Being Exponential | Luke Lango @beingexponential.bsky.social · 08/09/2026

For all those AI doomers worried about collapsing AI compute costs. Ornn's H100 Rental Price Index is up to $3.17 per hour, up 35%+ since mid-June and at its highest level since the big supply-constrained spike of May 2026. H100 is a three-year-old architecture.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 08/09/2026

August's NFIB Small Biz survey reinforces the AI Bifurcation thesis: Main Street is losing momentum without delivering the inflation relief needed to unlock easier monetary policy, while staying robust enough to leave the AI spending supercycle intact.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 05/09/2026

🔊 New Being Exponential episode - #NVDA blowout couldn't lift AI stocks - #QQQ and #SMH flat since May - Margins broke a 15-year range - Excess liquidity turned negative - Hawkish Fed, Iran conflict lifted yields - Risk contained, snapback likely 🔗 youtu.be/M_j3gzAYC-Y

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Being Exponential | Luke Lango @beingexponential.bsky.social · 05/09/2026

Semi exports up. Semi stock prices down. Yet another signal of diverging sentiment and fundamentals. The market has a liquidity problem right now. Once that gets solved, and it should soon, AI stocks are due for a massive snapback rally to fundamental reality.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 04/09/2026

They say the jobs report was hot, but the details say otherwise. An unusually mild seasonal adjustment tied to World Cup-disrupted hospitality hiring did most of the heavy lifting, with leisure and hospitality alone adding 62K jobs -- over five times its 12-month average.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 04/09/2026

#LULU -80% since late 2023 #NKE -80% since summer 2021 #UAA -80% since late 2021 #ADDYY -55% since late 2021 #ONON -55% since early 2025 #DKS -45% since early 2025 #AS -30% since early 2026 Is no one wearing athletic apparel anymore?

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