Latest Insights on DIS
The AI Boom Is Facing a Revolt June 15, 2026 Artificial Intelligence, Daily Disruptor The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.
The Nvidia Moment for Space June 12, 2026 Daily Disruptor, Technology Most investors are debating whether SpaceX is worth $1.75 trillion, while Ian is laser focused on space becoming a mainstream market.
Chart of the Week: The SpaceX Paradox June 11, 2026 Daily Disruptor, Technology Ian offers this week’s chart as a warning about SpaceX's IPO..Because often a great company is not always a great stock on IPO day.
The New Privacy Arms Race June 10, 2026 Artificial Intelligence, Daily Disruptor 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.
The SpaceX IPO Is Like Launching Starship June 10, 2026 Tim Sykes Daily This might sound weird because I’m not a space and computer nerd. And I’m not participating directly in the SpaceX IPO… But I do love how this IPO is setting up. And how SpaceX’s own Starship launch is an analogy for what we’re about to see. To be fair, I had to look up the stages of a Starship launch (but that was fun). Check it out…MEET OUR EXPERTS
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