Latest Insights on STRY

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.
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.
How are prediction markets poised to affect the future of investing? The Future Is an Asset As artificial intelligence increases the value of accurate forecasts, Ian says prediction markets will become even more valuable.
How much do we really know about how AI thinks? Chart of the Week: AI Is a Black Box Anthropic's newest AI models lasted only days before being taken offline. Ian says this highlights a much bigger issue...

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