Latest Insights on UAL

How far reaching is the AI boom? Chart of the Week: The Other Side of the AI Trade Ian says AI isn't just a U.S. story. This week's chart shows some of the biggest beneficiaries of the AI boom could be overseas.
How does the AI boom remind Ian of the previous massive tech buildout? The $2 Trillion Case for an AI Bubble The last time a technology changed the world, many companies at the center of the boom got wiped out. Ian explains why it could happen again.
HODLing Is Not a Brave Act
by Tim Sykes June 30, 2026 Tim Sykes Daily
Consider this a public service announcement… Every day, I see new traders fall for the BS out there on X/Twitter. Or in scammy Discord chat rooms. One of the worst pieces of advice the meme stock morons and crypto bros give is…
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.?

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