Latest Insights on SUP

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.
Don’t Let SpaceX Hype Cloud Your Trading Plan
by Tim Sykes June 12, 2026 Tim Sykes Daily
Happy SpaceX day! It’s finally today. It’s everywhere. My best advice: Don’t let your emotions control you. There has been so much hype around this IPO and NOBODY actually knows what’s going to happen. Don’t play guessing games.
The SpaceX IPO Is Like Launching Starship
by Tim Sykes 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…
Smart Trader’s Guide to the SpaceX IPO
by Tim Sykes June 9, 2026 Tim Sykes Daily
We’re about to witness the biggest IPO in history. To put things in perspective… The biggest IPO before SpaceX was Saudi Aramco, which raised $25.6 billion in 2019. The SpaceX IPO dwarfs that. Even if you add the top three IPOs together: Aramco, Alibaba (BABA) and SoftBank (roughly $68 billion combined)… It doesn’t come close to the $75 billion SpaceX is targeting.

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