Strategy
growthAImomentum
Description
No detailed brain note yet for Hypergrowth Investing. USPs will populate as FID mines its promos.
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Recent Emails
View all (60) in iSpy →- Read full email2026-10-30EDITORIALHypergrowth InvestingPHP2Shell Put Millions of Websites on Alert – and Fortinet in FocusEditorial analysis of the PHP2Shell vulnerability that affected 70% of websites and the critical role of infrastructure security in an AI-enabled threat landscape. Luke Lango uses the emergency response narrative to frame cybersecurity infrastructure plays (specifically Fortinet) as essential holdings in a macro environment where AI-accelerated vulnerability discovery is becoming a systemic risk.
- Read full email2026-10-29EDITORIALHypergrowth InvestingSK Hynix Is Sold Out Through 2029 as Seagate Locks In Demand Into 2030Luke Lango analyzes SK Hynix and Seagate's earnings reports as evidence of a multi-year AI memory supercycle, with both companies reporting sold-out production capacity through 2029-2030 despite Wall Street's focus on margin compression. The email frames sustained demand visibility as validation of a years-long shortage cycle rather than cyclical peak, positioning memory infrastructure stocks as beneficiaries of AI infrastructure spending.
- Read full email2026-10-28EDITORIALHypergrowth InvestingAnthropic’s IPO Filing Just Strengthened the Case for AI StocksLuke Lango analyzes Anthropic's IPO filing as evidence of improving AI economics and autonomous agent adoption. The email frames Walmart's AI shopping delegation tools and Anthropic's Claude Duet as catalysts for expanding AI infrastructure demand, positioning this as the next wave of investment opportunity beyond current AI infrastructure plays.
- Read full email2026-10-27EDITORIALHypergrowth InvestingWhat a $1.4 Trillion AI Chip Market Means for Everything Around the GPULuke Lango analyzes the $1.4 trillion AI chip market forecast and argues that physical infrastructure scarcity—not chip demand—is becoming the limiting constraint on AI growth. The email traces how AI infrastructure needs have cascaded from GPUs to memory, networking, cooling, power, data centers, and now orbital computing, positioning space-based infrastructure as an emerging investment theme.
- Read full email2026-10-25EDITORIALHypergrowth InvestingOur 13-Signal AI Bubble Checklist Says the Peak Isn’t Here YetLuke Lango introduces a proprietary 13-signal AI Bubble Checklist designed to identify when the AI boom will peak by tracking froth, cracks, and confirmation across three stages. Drawing historical parallels to the 1873 railroad collapse and 2000 dot-com crash, the email argues that while AI remains bullish, 7 of 13 warning signals are currently lit, placing the boom in late-cycle territory but not yet at the top.
- Read full email2026-10-24EDITORIALHypergrowth InvestingWhy AI Stocks Are Falling (And What to Buy Now)Luke Lango examines why AI stocks are falling and argues the demand story extends beyond chatbots to practical research applications like biomedical research mapping and climate simulation. The email pivots from near-term AI valuation concerns to long-term infrastructure opportunity, positioning the current sell-off as a buying opportunity for infrastructure companies with expanding use cases.
- Read full email2026-10-23EDITORIALHypergrowth InvestingThe New Space Race Is About Who Controls the InfrastructureLuke Lango analyzes the emerging geopolitical competition for sovereign space infrastructure, using the EU's Arctic satellite and undersea cable strategy alongside U.S. military space lift capabilities as evidence that governments are now viewing space operations as essential national security assets. The email frames SpaceX's role in this sovereign infrastructure race as a critical infrastructure play rather than pure aerospace investment.
- Read full email2026-10-22EDITORIALHypergrowth InvestingIs the AI Bubble About to Pop? Where 4 Experts Are Putting MoneyLuke Lango discusses whether the AI bubble is popping and interviews Louis Navellier, Eric Fry, and Jonathan Rose on the timing and implications of an AI correction. The email frames AI as a real revolution (drone rescues, drug discovery automation) while positioning the broader InvestorPlace team's perspective on bubble timing and investment opportunity.