Latest Insights on GP
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.?
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…
The AI Boom Is Facing a Revolt June 15, 2026 Artificial Intelligence, Daily Disruptor The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.
The New Privacy Arms Race June 10, 2026 Artificial Intelligence, Daily Disruptor Ian says a new privacy market is set to become both a massive business and one of the most important technology battlegrounds of the decade.





