Answering Your Questions | RDW, BWXT, BE, MU

In this special Subscriber Q&A Edition of Being Exponential, Luke Lango answers some of the most important investing questions from the community, covering everything from financial statement analysis to some of the market's most exciting AI, energy, defense, and space stocks.We begin by breaking down one of Wall Street's most misunderstood metrics: EBIT vs. EBITDA. What do these profitability measures actually tell investors, when should you use them, and why do growth companies, infrastructure plays, and technology firms often emphasize EBITDA over traditional earnings?Next, Luke tackles questions on Redwire (RDW) and whether the investment thesis remains intact following the historic SpaceX IPO. As the space economy, orbital infrastructure, defense spending, and AI-driven space technologies continue to expand, where does Redwire fit into the long-term opportunity?We also discuss BWX Technologies (BWXT) and the growing role of nuclear power in an AI-driven world. With data center energy demand exploding, could nuclear energy become a critical piece of the future AI infrastructure stack?Then we dive into Bloom Energy (BE) and why fuel cells, distributed power generation, and energy resiliency are becoming increasingly important as hyperscalers race to power the next generation of AI data centers.Finally, Luke shares his latest thoughts on Micron (MU) and the ongoing AI memory boom. As demand for HBM, DRAM, and AI storage continues to surge, is Micron still one of the best ways to play the AI infrastructure buildout?From AI stocks, nuclear energy, memory stocks, space stocks, and data center power to fundamental investing concepts like EBITDA, this episode is packed with actionable insights for long-term investors.🎧 Subscribe to Being Exponential with Luke Lango for weekly discussions on AI investing, tech stocks, macro trends, energy infrastructure, and exponential technologies.