In this subscriber Q&A episode of Being Exponential, Luke Lango answers some of the biggest questions across AI infrastructure, space stocks, semiconductors, and the next generation of connectivity.
Luke breaks down SpaceX vs. AST SpaceMobile (ASTS) and what the growing direct-to-device satellite race could mean for both companies. We also dive into Corning (GLW) and its role in the booming AI data center and optical networking buildout, plus whether sector ETFs are a smarter way to gain exposure to high-growth themes without betting on a single stock.
Then, Luke takes a closer look at IREN and its evolution from Bitcoin mining toward AI/HPC infrastructure, before discussing Qualcomm (QCOM) and whether its fundamentals remain attractive as competition across AI chips, edge computing, and next-generation devices heats up.
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