1 Stock To Stay Away from & 1 To Get Into Now | MRVL, FLNC, DELL, VCX, & RCAT

In this episode of Being Exponential, Luke Lango takes a deep dive into five stocks at the center of some of the biggest trends in AI infrastructure, energy storage, venture capital, defense technology, and enterprise computing: Marvell (MRVL), Fluence Energy (FLNC), Dell Technologies (DELL), VCX, and Red Cat Holdings (RCAT).We start with Marvell Technology, one of the key beneficiaries of the AI infrastructure boom. As hyperscalers spend hundreds of billions on AI data centers, custom silicon, networking, and optical connectivity, Marvell is becoming an increasingly important player in the next generation of AI hardware.Next, we discuss Fluence Energy and why grid-scale battery storage may become one of the most important investment themes of the decade. With AI data centers driving unprecedented power demand, energy storage is rapidly becoming a critical piece of the AI infrastructure puzzle.We also break down Dell Technologies, a company quietly benefiting from the AI revolution through servers, enterprise hardware, and AI-ready infrastructure. As businesses race to deploy AI solutions, Dell's position in the enterprise technology stack is becoming increasingly valuable.Then we turn to VCX, one of the most talked-about venture capital vehicles in the market. With significant exposure to some of the hottest private AI companies, including Anthropic, VCX has become a popular way for public market investors to gain access to the private AI boom.Finally, we cover Red Cat Holdings (RCAT) and the growing opportunity in drones, defense technology, autonomous systems, and military modernization. As geopolitical tensions rise and defense spending accelerates, drone technology is becoming one of the fastest-growing segments of the defense sector.From AI stocks and semiconductors to energy storage, private AI investing, defense tech, and drones, this episode connects the dots across the most important themes shaping markets today.🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, tech stocks, defense stocks, energy innovation, and exponential technologies.