Latest Insights on SIG

How is AI fundamentally changing computing? AI Just Broke the Old Computing Model The entire foundation of computing is coming apart. But Ian isn't panicking because it has happened before. Here's what's different today...
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.
What's really driving the semiconductor boom? Chart of the Week: The $1.6T Chip Market Is Being Rewritten by AI The semiconductor market is booming. This week, Ian shares a chart that provides a clear picture of where that growth is coming from.
I Just Got The Best Birthday Present Ever!
by Tim Sykes April 16, 2026 Tim Sykes Daily
I had a whole different email written for today. After all… It’s my birthday! I was going to send you some trading lessons I’ve learned over the years, maybe share a few stories, a few laughs…
How has Meta's new AI changed the trajectory of the AI race? Meta’s $135B Bet on AI Is Starting to Pay Off Meta's AI products hadn't made the company a legitimate contender in the AI race. Ian says that changed last week

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