Latest Insights on COMM
What Micron’s Monster Quarter Is Really Telling Us June 29, 2026 Artificial Intelligence, Daily Disruptor
Micron's mind-blowing earnings prove that AI has become incredibly hungry for memory. Ian explains why that appetite is only getting bigger.
The Everything App Is Coming, But It’s Not What You Think June 26, 2026 Artificial Intelligence, Daily Disruptor
More than 1.4 billion people use the "everything app" WeChat every month. What will it take to build something similar in the U.S.?
Chart of the Week: The AI Boom Is Running Into a Wall June 25, 2026 Artificial Intelligence, Daily Disruptor
Some data centers being announced today may take a lot longer to come online than you might expect. Ian shares a chart that explains why. 
CAST Your Eyes Over Big Premarket Runners June 25, 2026 Tim Sykes Daily
Every. Single. Day. Since the end of the PDT rule, not a single trading day has gone by without one or more BIG premarket runners. Are you waking up and capitalizing? If not, get some rest tonight and start bright and early tomorrow morning. I’m about to say something I rarely say…
What Gets Built After SpaceX? June 24, 2026 Daily Disruptor, Technology
Ian believes a new space economy could sprout up around SpaceX. And he's already looking for the businesses that could emerge post-IPO.MEET OUR EXPERTS
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