The AI Selloff Fire Sale: 4 Stocks to Buy Now (and 1 to Avoid) | MSTR, GLW, RDW, CIEN, & AVGO
In this episode of Being Exponential, Luke Lango dives into five stocks sitting at the intersection of some of the market's most powerful trends: Bitcoin, AI infrastructure, optical networking, space technology, and custom silicon. We begin with MicroStrategy (MSTR) and the evolving Bitcoin investment thesis. As institutional adoption of digital assets accelerates, Luke examines whether MSTR remains the ultimate leveraged Bitcoin play and what it means for crypto investors moving forward. Next, we break down Corning (GLW) and why fiber optics, connectivity, and AI networking infrastructure are becoming increasingly critical as hyperscalers race to build the next generation of AI data centers. We also explore Redwire (RDW) and the rapidly expanding space economy. From orbital infrastructure and national security to the future of space-based computing, Luke explains why Redwire remains one of the most compelling pure-play space stocks on the market. Then we turn to Ciena (CIEN), one of the key enablers of the AI boom. As AI clusters become larger and more complex, networking capacity and optical transport are emerging as critical bottlenecks in the AI infrastructure stack. Finally, we discuss Broadcom (AVGO), one of the most important companies powering the AI revolution. With leadership in custom AI chips, networking, and data center infrastructure, Broadcom has become a cornerstone of the AI investment story and a major beneficiary of hyperscaler spending. From Bitcoin and crypto to AI infrastructure, semiconductors, optical networking, and space technology, this episode covers the trends shaping the future of investing. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI stocks, tech stocks, space investing, crypto, and exponential technologies. 📍Timestamps📍 00:00 - MSTR 4:42 - GLW 8:00 - RDW 10:16 - CIEN 13:40 - AVGO Visit Our Website: https://investorplace.com/hypergrowth... 🔔 Subscribe: https://www.youtube.com/c/Hypergrowth... #investing #BeingExponential #LukeLango #MSTR #Bitcoin #RDW #AVGO #AIStocks #StockMarket

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