Latest Insights on AMAT
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.
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.
AI Is Changing the Definition of Privacy June 8, 2026 Artificial Intelligence, Daily Disruptor Ian explains why privacy could soon mean something very different than it does today as AI becomes increasingly more powerful.
The Strange New Filter Taking Over the Internet June 3, 2026 Artificial Intelligence, Daily Disruptor Ian says a growing lack of trust in how content is produced online is leading to one of the strangest side effects of the AI boom so far.
Chart of the Week: AI Just Exposed a Massive Hidden Software Problem May 14, 2026 Artificial Intelligence, Daily Disruptor Is Mythos a breakthrough for agentic AI or just another flashy product announcement? Ian shares a chart that may give us the answer...





