Latest Insights on LK

How much do we really know about how AI thinks? Chart of the Week: AI Is a Black Box Anthropic's newest AI models lasted only days before being taken offline. Ian says this highlights a much bigger issue...
How are OpenAI and Nvidia accelerating robotics? The Great Robot Buildout The big AI companies are increasingly turning their attention to robotics. Ian explains why you should too.
How are everyday Americans affecting the AI buildout? The AI Boom Is Facing a Revolt The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.
What have we learned about Nvidia's rise that we can apply to the SpaceX IPO? The Nvidia Moment for Space Most investors are debating whether SpaceX is worth $1.75 trillion, while Ian is laser focused on space becoming a mainstream market.
Don’t Let SpaceX Hype Cloud Your Trading Plan
by Tim Sykes June 12, 2026 Tim Sykes Daily
Happy SpaceX day! It’s finally today. It’s everywhere. My best advice: Don’t let your emotions control you. There has been so much hype around this IPO and NOBODY actually knows what’s going to happen. Don’t play guessing games.

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