Latest Insights on TM
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.
The Everything App Is Coming, But It’s Not What You Think June 26, 2026 Artificial Intelligence, Daily Disruptor More than 1.4 billion people use the "everything app" WeChat every month. What will it take to build something similar in the U.S.?
Chart of the Week: The AI Boom Is Running Into a Wall June 25, 2026 Artificial Intelligence, Daily Disruptor Some data centers being announced today may take a lot longer to come online than you might expect. Ian shares a chart that explains why.
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.
What To Do on Stock Market Holidays June 19, 2026 Tim Sykes Daily You may not be able to execute trades on stock market holidays, but that doesn’t mean you need to hit the pause button on your trading career. Do you remember the tagline from the “Wall Street” movie sequel? “Money Never Sleeps.” Opportunities arise all the time, and events are in the works that can move the market even when it’s closed.





