Latest Insights on COMP

How could cheaper AI agents lead to higher costs for businesses? Why Cheap AI Could Cost More As businesses begin deploying AI agents at scale, Ian says uncertainty around costs will have enormous implications for the economics of AI.
When To Buy the Breakout
by Tim Sykes August 21, 2026 Tim Sykes Daily
This market is INSANE! It doesn't matter what time of day it is, I'm looking for plays. Morning, midday, noon, afternoon, after-hours… We are seeing SO many breakouts (and supernovas). That said, there are two times of day when I am absolutely dialed in.
How much cheaper are Chinese AI models to use? Chart of the Week: The Falling Cost of AI AI models aren't just getting smarter, they're also getting cheaper to use. Ian shares a chart that shows how dramatic the difference can be.
How could Chinese AI models play a role in American businesses? The Chinese Elephant in the Room An AI model recently completed an assignment for roughly 98% less than one of its leading competitors. Why isn't everyone using it?
7 Habits To Succeed at Trading
by Tim Sykes August 18, 2026 Tim Sykes Daily
This was a crazy move from $6 to $20 per share… $FGI: Beautiful supernova 8/13/26. If you missed it (or the volatility scared you), I have a solution… Too many people are missing big runners like FGI Industries Ltd (FGI). I made $0.86 a share on it that day (August 13).

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