Latest Insights on TCOM

How is the AI boom different from the dotcom boom? Chart of the Week: AI Funding Just Hit a Historic High This week's chart shows how aggressively capital is chasing the AI boom. Ian says the numbers are unlike anything we’ve ever seen before.
BIRD Soars: How I Called the Hottest Play of the Day
by Tim Sykes April 17, 2026 Tim Sykes Daily
On Wednesday, I was doing a webinar and I completely missed it… I checked my watchlist only to find that this one had already spiked. Massively. I didn’t want to chase because the move was too big.
Does a new AI research tool represent an early version of AGI? AI Just Started Improving Itself Andrej Karpathy's autoresearch tool can write, test and refine code all on its own. Ian says it's starting to look like an early form of AGI.
3 Things My Millionaire Students Have in Common
by Tim Sykes March 23, 2026 Tim Sykes Daily
You don’t have to work on Wall Street to make money in the stock market. My millionaire students come from all walks of life. Mariana and Jack Schwartz started right after high school graduation.
How does this week's chart prove the massive spending on AI is reasonable compared to the dotcom era? Chart of the Week: Spending Like It’s 1998 Ian King argues that despite the heavy spending on AI today, the underlying economics are very different from the dotcom era.

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