Latest Insights on HUN
The $2 Trillion Case for an AI Bubble July 1, 2026 Artificial Intelligence, Daily Disruptor
The last time a technology changed the world, many companies at the center of the boom got wiped out. Ian explains why it could happen again.
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. 
What Gets Built After SpaceX? June 24, 2026 Daily Disruptor, Technology
Ian believes a new space economy could sprout up around SpaceX. And he's already looking for the businesses that could emerge post-IPO.
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.MEET OUR EXPERTS
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