Latest Insights on COMP
Chart of the Week: The AI Shortage Making Fortunes October 29, 2026 Artificial Intelligence, Daily Disruptor
Ian shows why the memory chip shortage is creating headaches for tech companies, but enormous opportunities for the chipmakers themselves.
Elon Musk’s 10 Million Robot Problem October 28, 2026 Daily Disruptor, Technology
Ian says that before Elon Musk can produce millions of Optimus robots, he needs enough memory chips to build them.
Two Trades That Reinforce the Rules October 28, 2026 Tim Sykes Daily
One of the most important lessons for new traders is that certain rules are immutable. These rules never change… I’m not a perfect trader (obviously). Sometimes I get greedy, or overstay my welcome. Other times the trade just doesn’t work. I’m fine with that.
Tale of an After-Hours Pump and Dump October 27, 2026 Tim Sykes Daily
It’s stooooopid. How can THIS still happen in 2026? For as long as I can remember, there have always been pump and dumps. The pump might start in a different way than the old email promotions or boiler room calls.
Washington Is Watching the Wrong AI Race October 26, 2026 Artificial Intelligence, Daily Disruptor
Back in July, I told you how Chinese technology companies were finding ways to compete with America’s most advanced artificial intelligence systems. Some were using a technique called distillation to learn from American AI models and develop cheaper alternatives. Anthropic reported that Chinese companies had created roughly 24,000 accounts and generated more than 16 million […]MEET OUR EXPERTS
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