3 Stocks to Buy Now for the Next AI Breakout

In this episode of Being Exponential, Luke Lango breaks down three major forces shaping the market right now: the rise of NeoClouds, the booming optical networking trade, and the latest CPI inflation report.

Luke dives into the rapidly growing NeoCloud sector and why AI-native cloud providers are becoming a critical piece of the AI infrastructure buildout. As demand for GPU compute continues to explode, we examine the opportunity across companies like CoreWeave (CRWV), Nebius (NBIS) and the broader next-generation cloud ecosystem.

Next, Luke explores one of the hottest areas of AI infrastructure: optics and networking. With increasingly powerful AI clusters requiring faster connections between GPUs and data centers, companies exposed to 800G, 1.6T, optical transceivers, silicon photonics, and high-speed networking could become some of the biggest beneficiaries of the next wave of AI spending.

Finally, we break down the latest CPI report, what the inflation data means for interest rates, Treasury yields, and the Federal Reserve, and why the macro backdrop could become another major catalyst for growth and AI stocks.