Latest Insights on LOVE

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.
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.?
Breaking Down 3 Trades from Italy
by Tim Sykes June 26, 2026 Tim Sykes Daily
I might be in one of the most dream locations in the world right now (Tuscany)… But that doesn’t mean I’m taking a break from this incredible small-cap market. #NODAYSOFF!
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.

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