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Latest Insights on SFM

How will Big Tech's spending spree affect the future of AI? Chart of the Week: The AI Race Is Now a Spending Race February 12, 2026 by Ian King Artificial Intelligence, Daily Disruptor Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
How is the U.S. approach to energy setting up the future of global energy use? Chart of the Week: Two Superpowers, Two Energy Futures January 29, 2026 by Ian King Daily Disruptor, New Energy Ian shares two charts showing two competing visions for how the global economy gets powered over the next several decades.
How can the U.S. still lead the global clean energy race? Green Energy is Dead. Long Live Green Energy! November 19, 2025 by Ian King Daily Disruptor, Green Energy Ian has an issue with a NYT article that glosses over a potentially huge opportunity for the U.S. to lead the next global clean energy wave.
Can Ford ignite another U.S. manufacturing revolution? Ford’s Second Model T Moment August 20, 2025 by Ian King Daily Disruptor, Technology Ford is attempting another manufacturing revolution. But Ian King says this time the stakes are even higher than they were with the Model T.
With ETH on its way to new heights, which altcoins could skyrocket? Ethereum’s Rally Is Just the Beginning… August 13, 2025 by Ian King Cryptocurrency, Daily Disruptor Ian King predicted this ETH rally a month ago. The big question now: which altcoins could skyrocket on this wave of institutional investment?

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