Latest Insights on GOOG

How many companies does it take to bring AI into the real world? Chart of the Week: The AI Boom Is Moving Into the Real World Ian says that this week’s chart shows where the AI story is heading. Not just into our devices, but into the real world.
How could a new research paper unlock $100 billion in AI infrastructure savings? Google Just Made AI 80% Cheaper Google Research published a paper that could cut the cost of running AI models by 80%. Ian says it could lead to $100 billion in savings.
From Gym Teacher to Millionaire Trader
by Tim Sykes March 13, 2026 Tim Sykes Daily
A few years ago, Strati worked as a gym teacher earning $50,000 a year. He felt fulfilled, but wanted a side hustle to sweeten his income. After turning to the stock market, he eventually found Jack Kellogg, my most successful millionaire student. That’s when he started to learn my patterns.
What are hyperscalers doing to deal with the power bottleneck? The AI Race Is Becoming a Power Race Ian explains why AI companies are no longer assuming that the power grid will keep up and what they are doing about it.
How does this week's chart prove the massive spending on AI is reasonable compared to the dotcom era? Chart of the Week: Spending Like It’s 1998 Ian King argues that despite the heavy spending on AI today, the underlying economics are very different from the dotcom era.

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