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# ![@exponentialluke Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1922357347881779200.png) @exponentialluke Being Exponential | Luke Lango

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

### Engagements: XXXXX [#](/creator/twitter::1922357347881779200/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1922357347881779200/c:line/m:interactions.svg)

- X Week XXXXX +13%
- X Month XXXXXX -XX%
- X Months XXXXXXX +2,454%

### Mentions: XX [#](/creator/twitter::1922357347881779200/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1922357347881779200/c:line/m:posts_active.svg)

- X Week XX +4.80%
- X Month XXX -XX%
- X Months XXX +1,006%

### Followers: XXX [#](/creator/twitter::1922357347881779200/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1922357347881779200/c:line/m:followers.svg)

- X Week XXX +3.90%
- X Month XXX +15%
- X Months XXX +2,559%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1922357347881779200/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1922357347881779200/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [countries](/list/countries)  XXXX% [nfts](/list/nfts)  XXXX%

**Social topic influence**
[ai](/topic/ai) 34.09%, [$nvda](/topic/$nvda) #938, [$asts](/topic/$asts) #222, [$msft](/topic/$msft) #72, [$rklb](/topic/$rklb) #211, [$mp](/topic/$mp) #6, [$avgo](/topic/$avgo) #227, [$googl](/topic/$googl) 6.82%, [$mrvl](/topic/$mrvl) #13, [stocks](/topic/stocks) XXXX%

**Top accounts mentioned or mentioned by**
[@solana](/creator/undefined) [@tezos](/creator/undefined) [@uraniumio](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Microsoft Corp. (MSFT)](/topic/$msft) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [MP Materials Corp. (MP)](/topic/$mp) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Netflix Inc (NFLX)](/topic/$nflx) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Ciena Corporation (CIEN)](/topic/$cien) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Palantir (PLTR)](/topic/$pltr) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Advanced Micro Devices (AMD)](/topic/$amd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Teradyne, Inc. (TER)](/topic/$ter) [Bitcoin (BTC)](/topic/bitcoin) [Metadium (META)](/topic/$meta) [Intel Corporation (INTC)](/topic/$intc) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [QuantumScape Corporation (QS)](/topic/$qs) [OpenServ (SERV)](/topic/$serv) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Rockwell Automation (ROK)](/topic/$rok) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [The Humanoids (thehumanoids)](/topic/the-humanoids) [Alien Base (ALB)](/topic/$alb) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [Bostrom (BOOT)](/topic/$boot) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Nova Ltd. Ordinary Shares (NVMI)](/topic/$nvmi) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Viasat Inc (VSAT)](/topic/$vsat) [Redwire Corporation (RDW)](/topic/$rdw) [Boeing Co (BA)](/topic/$ba) [Limitus (LMT)](/topic/$lmt) [Coherent Inc (COHR)](/topic/$cohr) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Texas Instruments (TXN)](/topic/$txn) [Oracle Corporation (ORCL)](/topic/$orcl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Cisco Systems Inc (CSCO)](/topic/$csco) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Arista Networks Inc (ANET)](/topic/$anet) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Synopsys, Inc. (SNPS)](/topic/$snps)
### Top Social Posts
Top posts by engagements in the last XX hours

"🔊 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](https://x.com/exponentialluke/status/1999176627151077786)  2025-12-11T17:57Z XXX followers, XXX 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](https://x.com/exponentialluke/status/1999223686470193301)  2025-12-11T21:04Z XXX followers, XXX engagements


"$BTC is going to make a run back to its 50-week at $102000 and that'll be the big sign for what happens in 2026. If we get rejected at the 50-week - like we did in July 2018 and March 2022 - that'll be a very bearish signal for Bitcoin. If we jump above the 50-week and sail higher - like we did in May 2020 - that'll be a very bullish signal for Bitcoin. Watch the next few weeks closely"  
[X Link](https://x.com/exponentialluke/status/1995960671184511074)  2025-12-02T20:58Z 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](https://x.com/exponentialluke/status/1999237014814884094)  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](https://x.com/exponentialluke/status/1983981488497684519)  2025-10-30T19:37Z 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](https://x.com/exponentialluke/status/1986539353804546525)  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](https://x.com/exponentialluke/status/1986577849265103208)  2025-11-06T23:34Z 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](https://x.com/exponentialluke/status/1996338929059221570)  2025-12-03T22:01Z XXX followers, XXX 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](https://x.com/exponentialluke/status/1997032733642825777)  2025-12-05T19:58Z XXX followers, XXX engagements


"$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](https://x.com/exponentialluke/status/1997040283528450380)  2025-12-05T20:28Z 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](https://x.com/exponentialluke/status/1998815486512099594)  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](https://x.com/exponentialluke/status/1998837886381408733)  2025-12-10T19:31Z 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](https://x.com/exponentialluke/status/1998818506415255874)  2025-12-10T18:14Z 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](https://x.com/exponentialluke/status/1998497916709908986)  2025-12-09T21:00Z XXX followers, XX 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](https://x.com/exponentialluke/status/1999182149447221347)  2025-12-11T18:19Z XXX followers, XXX engagements


"And here's another one. The White Housing is taking a $150mm equity stake in chip laser startup xLight. Two major implications. 1.) The White House is clearly on a shopping spree and they won't stop shopping anytime soon. They have now invested in X companies -- xLight $INTC $MP $TMQ $LAC -- in the span of 5-6 months. That's about one a month. They're going after chokepoints in the AI supply chain that are currently largely controlled by foreign interests. They are investing in U.S. companies attempting to solve those chokepoints with domestic solutions. This will continue in 2026 (maybe we"  
[X Link](https://x.com/exponentialluke/status/1995952868759929246)  2025-12-02T20:27Z XXX followers, XXX engagements


"New Being Exponential podcast. Santa Rally confirmed. Fed pivoting on weak labor data. Where the capital is rotating: - Custom silicon $AVGO $MRVL $ARM gaining on $NVDA - "Genesis Mission" for AI Bio $RXRX $ADPT $SDGR $TWST - Gov support lifting Nuclear $OKLO $LEU $BWXT $MP - White House stake rumors = Buy $IONQ - Robotics EO tailwinds $SYM $TSLA $TER - Buying dips in $ASTS + $OPEN Plus the severe labor risks of AI automation 🔽🔗"  
[X Link](https://x.com/exponentialluke/status/1996640157467136098)  2025-12-04T17:58Z 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](https://x.com/exponentialluke/status/1996720174188335514)  2025-12-04T23:16Z XXX followers, 1026 engagements


"The altcoin purge is brutal. But it's healthy Markets cannot run on "greater fool" dynamics forever. We are seeing a massive flight to quality. Some proof: - Memecoin volume is collapsing. - The Dogecoin ETF launch was a total non-event (zero inflows on Day 1). - Meanwhile Bitcoin ETFs have seen net positive flows throughout 2025. SOL ETH and XRP ETFs saw much stronger launch-phase volumes and inflows than DOGE with Solana ETFs seeing about a month straight of inflows. This is a baton pass. From speculation to utility. Institutions are here but they aren't buying tokens based on Elon tweets."  
[X Link](https://x.com/exponentialluke/status/1997122832757936576)  2025-12-06T01:56Z XXX followers, XXX 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](https://x.com/exponentialluke/status/1998474234570695044)  2025-12-09T19:26Z 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](https://x.com/exponentialluke/status/1999207063667478735)  2025-12-11T19:58Z XXX followers, XX 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](https://x.com/exponentialluke/status/1999214612265468190)  2025-12-11T20:28Z 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](https://x.com/exponentialluke/status/1999257393054777513)  2025-12-11T23:18Z XXX followers, XXX engagements