The NEXT AI Winners? CoreWeave, Redwire, Lumen & More | Being Exponential

In this episode of Being Exponential, Luke Lango breaks down five stocks at the center of the AI infrastructure boom: CoreWeave, Lumen Technologies, POET Technologies, ServiceNow, and Redwire.

We cover the next wave of AI data centers, semiconductors, optical networking, enterprise AI software, fiber infrastructure, and space technology — and why these companies could become major winners in the AI supercycle.

From Nvidia-powered AI compute and hyperscaler demand to orbital compute, photonics, automation, and AI networking, this episode dives into the trends reshaping the stock market and the future of technology.

If you want insights on AI stocks, tech stocks, semiconductors, space stocks, and the next big AI trade, this episode connects the dots.

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📍Timestamps📍
00:13 - LUMN
2:00 - POET
3:38 - CRWV
5:00 - NOW
7:10 - RDW

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Видео The NEXT AI Winners? CoreWeave, Redwire, Lumen & More | Being Exponential канала Being Exponential with Luke Lango