Latest Insights on META

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.
How will Big Tech's spending spree affect the future of AI? Chart of the Week: The AI Race Is Now a Spending Race Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
How to Avoid the “Boogey Man”
by Tim Sykes February 12, 2026 Tim Sykes Daily
Every week, I see it happen… Another trader gets wiped out by the same setup. Their entire account: Gone. The worst part is, they never see it coming. And it could happen to anyone who’s unfamiliar with this play.
There’s an AI Market Selloff Everywhere Except Here
by Tim Sykes February 11, 2026 Tim Sykes Daily
Major tech stocks sank lower last week as AI bubble fears persisted. Companies like Alphabet, Meta and Amazon are forecast to spend $660 billion on AI in 2026. And investors’ jaws dropped. Alongside the stock price…
How should we deal with AI that's growing up fastr than we expected? AI Is Growing Up And We Need To Guide It Ian says Dario Amodei's recent essay helps explain why the next phase of AI will test more than just the technology itself.

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