The Coming Fed Shift & The Stocks Poised to Win (and Crash)

Opendoor just ripped higher — but is it really just retail hype, or something much bigger? In this week’s Being Exponential, we break down why Opendoor might be the right stock at the right time, especially after Jerome Powell hinted at September rate cuts during Jackson Hole.We go deeper into what Fed rate cuts mean for investors: which sectors could soar, why rate cuts are a powerful short-term tailwind, and how they may also set the stage for a bigger crash down the road.Then we revisit the rare earth magnet (neomagnet) bull case — the backbone of the Physical AI revolution. MP Materials has surged on Apple and DoD backing, but is the best of the rally behind us? And who’s the next MP?We also explore the growing trend of the U.S. government taking stakes in companies like MP and Intel — is this unprecedented, and what does it signal for investors?Finally, we wrap with AI glasses: Meta’s holographic launch is coming. Still bullish? And is Unity still the best way to play it?This episode is packed with exponential opportunities — from housing disruption to AI hardware — and how you can position yourself now.

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