In this episode of Being Exponential, Luke Lango breaks down five stocks catching his attention as investors look for the next wave of opportunities across AI infrastructure, connectivity, storage, and fintech.

Luke dives into Vicor (VICR), MaxLinear (MXL), Everpure (P), Corning (GLW), and Robinhood (HOOD)—exploring what’s driving each stock, where the biggest growth opportunities could be, and what could derail the bull case.

We look beyond the obvious AI chip winners to examine the companies powering the next phase of the buildout—from power delivery and high-speed optical networking to data storage and fiber infrastructure. Plus, Luke breaks down Robinhood’s evolution beyond retail trading and whether its rapidly expanding financial ecosystem can keep delivering growth.

Are these the next second-order winners of the AI boom, or have some of these stocks already run too far?

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