The Best Stocks To Buy On The Bounce After The Leopold Low

Was the recent AI correction driven by deteriorating fundamentals—or by one of the largest forced liquidations Wall Street has ever seen?

In this episode of Being Exponential, Luke Lango breaks down the "Leopold Low"—the sharp market selloff sparked by the collapse of AI-focused hedge fund Situational Awareness following a series of margin calls. Luke explains how billions of dollars in forced selling temporarily pressured AI infrastructure stocks, why the market mistook technical liquidation for fundamental weakness, and what investors can learn from one of the most dramatic unwinds of the AI era.

Next, Luke explores why the worst may now be behind us. With the forced seller out of the market, hyperscaler AI spending remains strong, corporate earnings continue to validate the AI infrastructure buildout, and Wall Street's fears around peak AI CapEx are beginning to fade. Luke explains why he believes the long-term AI investment thesis is stronger today than it was before the correction.

Finally, Luke reveals the sectors and stocks he believes are best positioned to lead the next leg of the AI bull market. From semiconductors, optical networking, cloud infrastructure, power generation, AI data centers, and enterprise software to overlooked high-growth opportunities, he discusses where investors should focus as the AI trade regains momentum.

If you're wondering whether you missed the dip—or whether the next wave of AI leadership is just getting started—this episode provides the roadmap.

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