In this week's Stansberry Investor Hour, Dan and Corey welcome Luke Lango to the show. Luke is the senior investment analyst at our corporate affiliate InvestorPlace. He has built a reputation for spotting tech stocks on the verge of major market breakouts.

Luke kicks things off by sharing his thoughts on what many consider to be the current "AI bubble." He follows that up with how the jobs market is going to transition as AI continues to develop and how the economy will fare during that period. And he provides data for how the AI data-center epicenter has impacted the housing market...

The housing market everywhere is frozen solid. Existing home sales are near record lows... [But] the Bay area/San Francisco housing market is on fire. Absolutely on fire. Home sales in the San Francisco area are up 40% year over year. Average time on market's only 17 days... Everywhere else the housing market is frozen, but at the epicenter of AI, the housing market is absolutely on fire. That's a microcosm of the split that is already happening in society due to artificial intelligence.

Next, Luke discusses the shift from companies using graphics processing units ("GPUs") to tensor processing units ("TPUs") for their data centers and why this is taking place. He then gives his thoughts on whether Intel can become a viable competitor again in this market. And he highlights the risks around the AI companies being interconnected and feeding into each other...

There's something fishy about the ostensible desperation involved in a lot of these massively stated circular financing deals. There's something that just smells funny about that. Nvidia's pouring $100 billion into OpenAI. That's almost too big of a number to fathom... But then OpenAI's going to take that money and use it to buy Nvidia chips, and so it's just money going in a circle. And then AMD gets involved there. There's something there that's not right about that, not fundamentally sound about that.

Finally, Luke expresses why he's pleased that Alphabet has begun to act as a competitor to Nvidia with its own TPUs. He also covers AI being used in ads and how companies like Meta Platforms have seen success with utilizing it in that area. The three all share how they're all using AI in their personal use cases. And Luke gives his thoughts on what the big investment themes are going to be for 2026...

There are six industries in [President Donald Trump's Genesis playbook]. And by January 23, the Department of Energy Secretary Chris Wright is supposed to submit 20 specific challenges within those six industries that they're going to go after in 2026... A lot of it right now is focused on energy: nuclear energy, nuclear fission, next-gen reactors.

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(Additional past episodes are located here.)

The transcript is coming soon.

This Week's Guest

Luke Lango is the senior investment analyst at our corporate affiliate InvestorPlace. Prior to InvestorPlace, Luke studied economics at the California Institute of Technology – one of the world's top technology universities – and used the knowledge he gained there with his passion for math and sports to later cofound fintech startup Scoutables. He went on to help launch several other Silicon Valley startups.

Today, as the lead technology and cryptocurrency analyst at InvestorPlace, Luke oversees several premium research services – including Innovation Investor, Early Stage Investor, and Breakout Trader – where he continues to merge advanced data modeling with firsthand venture experience.