Latest Insights on PM
What Micron’s Monster Quarter Is Really Telling Us June 29, 2026 Artificial Intelligence, Daily Disruptor Micron's mind-blowing earnings prove that AI has become incredibly hungry for memory. Ian explains why that appetite is only getting bigger.
What Gets Built After SpaceX? June 24, 2026 Daily Disruptor, Technology Ian believes a new space economy could sprout up around SpaceX. And he's already looking for the businesses that could emerge post-IPO.
The Great Robot Buildout June 17, 2026 Daily Disruptor, Technology The big AI companies are increasingly turning their attention to robotics. Ian explains why you should too.
The AI Boom Is Facing a Revolt June 15, 2026 Artificial Intelligence, Daily Disruptor The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.
The Nvidia Moment for Space June 12, 2026 Daily Disruptor, Technology Most investors are debating whether SpaceX is worth $1.75 trillion, while Ian is laser focused on space becoming a mainstream market.





