Latest Insights on LOGI

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.
How is AI changing the meaning of privacy? The New Privacy Arms Race Ian says a new privacy market is set to become both a massive business and one of the most important technology battlegrounds of the decade.
Love Shorts Who Make Lemonade for Longs
by Tim Sykes June 2, 2026 Tim Sykes Daily
You would not believe the size of the lemon I got ahold of last week. It was HUGE… Just like the short squeezes we saw last month. Short sellers everywhere got squeezed like the giant lemons they are. The crazy thing is…
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…

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