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Being Exponential With Luke Lango

The NEXT GameStop? Opendoor, Unity & the Robot Revolution!

21 Aug 2025

Description

In this episode, we dive deep into some of the market’s hottest stories. Opendoor has suddenly become one of the most talked about stocks, but is this turnaround truly legitimate or just another GameStop moment? We then shift to Unity Software, which has quietly transformed from a sleeper pick at the crossroads of AI and AR/VR into a breakout star, gaining more than 100% in the past year. Hesai, the LiDAR supplier powering the rise of autonomous vehicles, is soaring after its latest earnings report—so the question now is whether the stock is still a buy or simply too hot.We also revisit the 2008 healthcare tech bull thesis after Warren Buffett’s move into United Healthcare, asking whether this is the signal investors have been waiting for to load up on the sector, and whether a name like Hims & Hers belongs in that same camp. Another big headline is Apple’s surprising move into robotics, raising questions about what this means for its stock and whether this is the beginning of the “robot revolution.” And finally, we wrap with a look at what we’re calling Space Race 2.0, the new competition to dominate the next frontier. Along the way, we’ll also highlight breakout stocks on the move, including TEM, OUST, BRLT, REAL, and SLDP.

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