Luke Lango

In this engaging discussion, Luke Lango, a Senior Investment Analyst at InvestorPlace, shares insights on the future of technology investments. He highlights the potential for a computing glut and the economic value AI brings. Luke explains how hyperscalers' strategies are evolving around chip lifespan and the emergence of custom silicon. He also dives into Google's unique advantages and offers stock picks like Credo and Lumentum, predicting a shift toward automation and foundational models in the tech landscape.