Latest Insights on OPI

What does Micron's phenomenal earnings tell us about the state of the AI boom? What Micron’s Monster Quarter Is Really Telling Us Micron's mind-blowing earnings prove that AI has become incredibly hungry for memory. Ian explains why that appetite is only getting bigger.
What will the everything app of the future look like? The Everything App Is Coming, But It’s Not What You Think 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.?
How is our electrical grid holding us back from winning the AI race? Chart of the Week: The AI Boom Is Running Into a Wall 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.
How big could the space economy get? What Gets Built After SpaceX? Ian believes a new space economy could sprout up around SpaceX. And he's already looking for the businesses that could emerge post-IPO.
How are prediction markets poised to affect the future of investing? The Future Is an Asset As artificial intelligence increases the value of accurate forecasts, Ian says prediction markets will become even more valuable.

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