Latest Insights on URI

Why I’m Focused On the Front Side
by Tim Sykes July 15, 2026 Tim Sykes Daily
I’m actually a little disappointed in myself. I missed more than one great opportunity last week (or chose the wrong play). The good news is that there are lessons to be learned even when you mess up. Long story short, the best pattern to capitalize on right now is these big runners we’ve seen. Of course, that doesn’t mean you can just buy anywhere and hope for the best. Because even if they’re uptrending…
What training factors shape an AI's worldview? Who Gets to Teach AI Right From Wrong? Ian says AI doesn't develop its worldview by accident. Who shapes AI's behaviors, and what implications could this have for users like you?
How far reaching is the AI boom? Chart of the Week: The Other Side of the AI Trade Ian says AI isn't just a U.S. story. This week's chart shows some of the biggest beneficiaries of the AI boom could be overseas.
How does the AI boom remind Ian of the previous massive tech buildout? The $2 Trillion Case for an AI Bubble The last time a technology changed the world, many companies at the center of the boom got wiped out. Ian explains why it could happen again.
How To Prepare in This Awesome Market
by Tim Sykes July 1, 2026 Tim Sykes Daily
I just spent two days in Boston for an awesome meet-up with so many great students and friends. It also reminded me (again) why preparation is key. Especially in this crazy market. Let’s take a look at a single stock to understand…

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