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@exponentialluke Avatar @exponentialluke Being Exponential | Luke Lango

Being Exponential | Luke Lango posts on X about ai, $nvda, $msft, $googl the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence stocks XXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% countries XXXX% travel destinations XXXX% nfts XXXX% automotive brands XXXX%

Social topic influence ai 27.66%, $nvda #1124, $msft #93, $googl 6.38%, $asts #171, $rklb #193, stocks 6.38%, business 4.26%, strong 4.26%, investment XXXX%

Top accounts mentioned or mentioned by @solana

Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Metadium (META) Netflix Inc (NFLX) Globalstar, Inc. (GSAT) Ciena Corporation (CIEN) Lumentum Holdings Inc. Common Stock (LITE) GlobalFoundries, Inc. (GFS) Amazon.com, Inc. (AMZN) USA Rare Earth, Inc. Class A Common Stock (USAR) Broadcom, Inc. (AVGO) Palantir (PLTR) Advanced Micro Devices (AMD) Marvell Technology Inc (MRVL) Rubrik, Inc. (RBRK) Klaviyo, Inc. (KVYO) Nova Ltd. Ordinary Shares (NVMI) Snowflake, Inc. (SNOW) Brookfield Asset Management Inc (BAM) NextEra Energy Inc (NEE) Planet Labs PBC (PL) MP Materials Corp. (MP) Lithium Americas Corp. Common Shares (LAC) Freeport-McMoRan Inc (FCX) QuantumScape Corporation (QS) Symbotic Inc. Class A Common Stock (SYM) OpenServ (SERV) Intuitive Surgical, Inc. (ISRG) Rockwell Automation (ROK) Kratos Defense & Security Solutions, Inc. (KTOS) The Humanoids (thehumanoids) Alien Base (ALB) Enovix Corporation Common Stock (ENVX) Ambarella, Inc. Ordinary Shares (AMBA) Tesla, Inc. (TSLA) Teradyne, Inc. (TER) DisChain (DIS) Warner Bros Discovery, Inc. (WBD) Bostrom (BOOT) Pure Storage, Inc. (PSTG) Iridium Communications Inc. (IRDM) Viasat Inc (VSAT) Redwire Corporation (RDW)

Top Social Posts

Top posts by engagements in the last XX hours

"$RBRK +25% because they just printed the textbook "AI security winner" quarter. 2X-beat-and-raise. Revs +48%. Subscription revs +52%. Cloud ARR +53%. Customers $100K ARR +27%. Record XX new $1mm+ ARR customers 50%+ growth in that big-logo cohort. Net retention rate of 120%. Gross margins +400bps - 83%. Operating margins +16pts - 3%. FCF up nearly 400%. Mgmt says their mission is to "lead Rubrik into our next era as the security and AI operations company." And they are doing just that. I absolutely love this stock. Lots more upside ahead in my view"
X Link 2025-12-05T20:28Z XXX followers, XXX engagements

"$KVYO to me feels like a hidden gem in the AI world. The AI marketing software provider just delivered a double-beat-and-raise Q3 earnings report which broadly confirms that companies are turning to them to improve their marketing efforts with AI and that Klaviyo is delivering for those customers leading to supercharged revenue + profit growth. The new Marketing Agent workflow is the big one. Klaviyo has built a tam of task-specific AI agents (research - strategy - creative - execution - brand safety) all along the market funnel that auto-builds full marketing campaigns for human review."
X Link 2025-11-06T21:01Z XXX followers, XXX engagements

"Valuation friction at $NVMI makes some sense - this is a maybe 15-20% EPS grower trading at 35X forward PE which feels rich. But that's not rich enough of a valuation to offset what is tremendously underlying momentum at this business from the AI capex supercycle. Nova is a picks-and-shovels leader in metrology for big AI bottlenecks (GAA transistor stacks HBM packaging new materials etc) which positions them well for surging demand both now and for the foreseeable future. That's exactly what we're seeing. Record memory revenue. Tool-of-record wins in GAA. Multi-tool HBM orders. Rising"
X Link 2025-11-06T23:34Z XXX followers, XXX engagements

"The problem with $SNOW is that when you're trading at 100X forward EBITDA you need a stellar quarter for your stock to go higher - and the Q3 print was decent not stellar. Growth rates are strong (revs +29%) but slowing (Q4e +27%) in a sign that while the core data infrastructure business remains healthy new AI verticals aren't adding much growth firepower yet. Meanwhile margins are starting to retreat because management is investing in these new AI verticals that aren't yet bearing any fruit. Makes sense why the stock is down. But I still maintain that every AI app and agent is useless"
X Link 2025-12-04T23:16Z XXX followers, 1022 engagements

"$MSFT to invest $17.5B on AI in India over the next four years MSFT also boosting its investment on AI in Canada to $19B CAD between 2023 and 2027 $BAM + Qatar Investment Authority pouring $20B into AI infrastructure through new JV $NEE expanding its energy partnership with $GOOGL and $META Again. what AI Bubble"
X Link 2025-12-09T19:26Z XXX followers, XXX engagements

"$DBI reporting stellar numbers on the back of resurgent strength in DSW was not on my bingo card. This economy is so confusing"
X Link 2025-12-09T21:00Z XXX followers, XX engagements

"What AI Bubble $NVDA partner Hon Hai reported revenue growth of XX% in November accelerating from October which itself accelerated from September. Meanwhile OpenAI is partnering with Australian datacenter operator NextDC to build a $4.6B computing cluster in Sydney. And SoftBank is planning a multi-billion-dollar project to develop "Trump Industrial Parks" throughout the U.S. that pump out AI equipment. The AI Boom rolls on"
X Link 2025-12-05T19:58Z XXX followers, XXX engagements

"🔊 New Being Exponential podcast We break down the SpaceX IPO the rise of Orbital Compute and the new AI deregulation trade in this week's episode. On the docket: - SpaceX IPO $DXYZ kickstarts the Space Age $RKLB - Space infrastructure backbone: $ASTS $GSAT $LITE $CIEN $GFS - Why Trump's "One Rule" is rocket fuel for AI - $NFLX consolidating legacy IP - Why we disagree with Burry on $LULU - Where's $BTC headed next - The valuation case for $AMD as the GPU pie expands 🔽🔗"
X Link 2025-12-11T17:57Z XXX followers, XXX engagements

"Monster quarter from $PL confirms that this is a long-term AI + space winner. Outstanding numbers across the board: Revs +33% / Backlog +216% / RPOs +361% / 4th straight quarter of positive EBITDA / 3rd straight quarter of positive FCF. The growth driver is AI. Defense & Intelligence revenue grew XX% thanks to AI-embedded products on top of their daily monitoring satellite solutions. $12.8mm initial award win w/ SynMax for AI-enabled maritime domain awareness (vessel detection and monitoring across key APAC regions). $7.5mm US Navy renewal for operationalized AI maritime tracking."
X Link 2025-12-11T19:58Z XXX followers, XX engagements

"PE firm EQT plans to deploy 10000 humanoid robots made by 1X Technologies to its portfolio companies starting in 2026. The humanoids have arrived. Good time to remember this chart. - Materials: $MP $USAR $LAC $ALB $FCX - Batteries: $QS $ENVX $AMPX - Compute: $NVDA $AMD $AMBA $MRVL $AVGO - Models: $GOOGL $MSFT $AMZN $PLTR $U - Integrators: $SYM $SERV $AMZN $TSLA $ISRG $TER $ROK - Defense: $KTOS $LMT $AVAV"
X Link 2025-12-11T21:04Z XXX followers, XXX engagements

"The SpaceX IPO has me thinking about orbital computing. Constructing data centers in space -- where power is virtually unlimited and cooling equipment isn't needed -- seems like the next big wave of AI infrastructure investment. This is obviously great news for $RKLB $ASTS and other space stocks. But there are other companies that could benefit. Digging further"
X Link 2025-12-10T18:14Z XXX followers, XXX engagements

"$DIS investing $1B into OpenAI + allowing OpenAI to license iconic characters like Mickey Mouse and Cinderella for use on Sora seems really important on the heels of $NFLX trying to buy $WBD assets. Both of these developments read as "high-tech firms gaining access to rich legacy content assets" against the backdrop of AI content generation becoming an increasingly popular and capable thing. And I read that as: "Long-from AI content generation is about to go mainstream.""
X Link 2025-12-11T20:28Z XXX followers, XXX engagements

"Stripe just acqui-hired the team behind Valora to turbocharge its stablecoin infrastructure. This validates a massive trend that I think most are missing: There is no single "killer app" for crypto. What works in New York won't work in Nairobi. Adoption is fragmenting by region and utility. In the US it's about ETFs and institutional custody. But in the Global South it's about stablecoin checking accounts. The Valora team built their wallet on the $CELO blockchain. Stripe clearly likes what it sees in that ecosystem. And look at $OPRA. Opera Mini is huge in Africa and LatAm. Opera integrated"
X Link 2025-12-11T21:57Z XXX followers, XX engagements

"I'm not a huge fan of the retail sector right now but I do like $BOOT. I just think America is having a "Western moment" that is creating unique and powerful demand drivers for Boot Barn right now and the numbers are supporting this: -2X beat+raise Q2 report w/ a strong holiday quarter guide -Comps +8.4% / Locations +15% / Revs +19% / EBITDA +37% / Q3e comps +3.5% / Q3e revs +15% Boot Barn is seeing some value sensitivity (they are deferring price increases on exclusive brands until after the holidays) but that's a byproduct a weaker broader retail environment. Absent that there wasn't much"
X Link 2025-10-30T19:37Z XXX followers, XXX engagements

"$PSTG is getting hammered today because management said they're going to spend a bunch more than expected next year reducing the margin expansion outlook and limiting profit growth potential in FY27. But I think this sell-off is grossly overstated. Pure Storage is seeing enormous demand signals from the AI infrastructure buildout. They are dominating with hyperscalers. YTD shipments for the flagship DirectFlash-based hyperscaler design already exceeded management's full-year plan of 1-2 exabytes by the end of Q3 with more coming in Q4. Mgmt explicitly said they expect momentum to continue"
X Link 2025-12-03T22:01Z XXX followers, XXX engagements

"$USAR plans to begin commercial production at Round Top in late 2028 two years earlier than previously anticipated. That is bullish"
X Link 2025-12-10T18:02Z XXX followers, XXX engagements

"My first attempt at an orbital compute playbook. X baskets. XX stocks. Compute owners: $AMZN $MSFT $GOOGL $META Rockets: $DXYZ $RKLB Orbital networks: $ASTS $GSAT $IRDM $VSAT Space compute: $GFS $MCHP $TXN $NVDA Space power: $RDW $BA $LMT Lasers: $COHR $LITE $CIEN"
X Link 2025-12-10T19:31Z XXX followers, XXX engagements

"I get why $ORCL is getting hammered today but I don't think it should be dragging down the whole AI complex with it. I mean. all the big AI stocks $NVDA $MSFT $AVGO $TSM $PLTR $ASML $AMD $CSCO $MU $AMAT $LRCX $QCOM $INTC $APH $ANET $KLAC $ARM $DELL $CDNS $SNPS $MRVL are down today and that doesn't make sense. Oracle missed estimates across the board with its Q2 report yes and guided light for Q3 - but this isn't a demand problem (which would be a bad read-through for all AI). It is a capital-intensity problem (and just a bad read-through for Oracle). RPO +438% and another +$68B QoQ with Meta"
X Link 2025-12-11T18:19Z XXX followers, XXX engagements

"So even $RIVN thinks that they can make a better AI chip for their own purposes than $NVDA. Interesting"
X Link 2025-12-11T23:18Z XXX followers, XXX engagements