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Latest Insights on HL

What does Micron's phenomenal earnings tell us about the state of the AI boom? What Micron’s Monster Quarter Is Really Telling Us
by Ian King 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.
What will the everything app of the future look like? The Everything App Is Coming, But It’s Not What You Think
by Ian King 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.?
Breaking Down 3 Trades from Italy
by Tim Sykes June 26, 2026 Tim Sykes Daily
I might be in one of the most dream locations in the world right now (Tuscany)… But that doesn’t mean I’m taking a break from this incredible small-cap market. #NODAYSOFF!
How is our electrical grid holding us back from winning the AI race? Chart of the Week: The AI Boom Is Running Into a Wall
by Ian King 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.
How big could the space economy get? What Gets Built After SpaceX?
by Ian King 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.

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