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How To Prepare in This Awesome Market
by Tim Sykes July 1, 2026 Tim Sykes Daily
I just spent two days in Boston for an awesome meet-up with so many great students and friends. It also reminded me (again) why preparation is key. Especially in this crazy market. Let’s take a look at a single stock to understand…
What does Micron's phenomenal earnings tell us about the state of the AI boom? What Micron’s Monster Quarter Is Really Telling Us Micron's mind-blowing earnings prove that AI has become incredibly hungry for memory. Ian explains why that appetite is only getting bigger.
What will the everything app of the future look like? The Everything App Is Coming, But It’s Not What You Think 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.?
How is our electrical grid holding us back from winning the AI race? Chart of the Week: The AI Boom Is Running Into a Wall 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.
How big could the space economy get? What Gets Built After SpaceX? Ian believes a new space economy could sprout up around SpaceX. And he's already looking for the businesses that could emerge post-IPO.

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