Latest Insights on COST

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.
Mastering the Poker Mindset
by Tim Sykes May 29, 2026 Tim Sykes Daily
Poker-to-trading pivots aren’t unusual … But does a poker-playing past give traders an edge? Every one of the traders I told you about yesterday says poker helped speed up their learning curve and achieve the right mindset in trading. But does that mean that all traders should play poker? Not necessarily. Even if you never pick up a deck of cards, a few poker mindset concepts can help any trader. Here are a few big ones…
How could China's plan to employ an army of robots impact the next phase of AI? The U.S. Might Not Be Ready for the Next Phase of AI China's plan is to send out thousands of robots to run its energy infrastructure. Ian says this could decide the next phase of the AI race.
How could going small make nuclear power big again? A Big Bet on Small Nuclear Ian says a new breakthrough could could help make nuclear power big again, even though it's something small enough to fit on a truck.
What do AI insiders see that most investors don't? Chart of the Week: The Smart Money Inside Tech Is Still Bullish on AI
by Ian King April 30, 2026 Daily Disruptor, Technology
One of the biggest debates today is about whether AI spending has gone too far. Ian shares a chart that suggests insiders think it hasn’t.

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