The AI Boom Isn't Over: 3 Stocks You Need to Watch

In this episode of Being Exponential, Luke Lango breaks down five stocks sitting at major turning points across AI, semiconductors, aerospace, and consumer markets.We dive into Qualcomm (QCOM), Broadcom (AVGO), and Marvell (MRVL) as competition heats up in custom AI silicon. With hyperscalers increasingly developing chips specifically for their own AI workloads, could custom silicon represent the next major phase of the AI trade—and which company is best positioned to win?Luke also discusses Howmet Aerospace (HWM) and whether continued strength in aerospace and defense creates another buying opportunity, before turning to Lululemon (LULU) and the big question facing investors after its massive decline: is the growth story permanently broken, or is this becoming a compelling turnaround opportunity?We break down the opportunities, risks, valuations, and catalysts Luke is watching—and which of these stocks he believes have the most upside from here.