The Disruptive Investor
Disruption doesn't wait for consensus. Neither should your portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 36 | Founded | 8 months ago | Last Issue | 6 days ago |
| Active | |||||
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🔔 Buy Alert: The Physics Problem Disrupting the AI Race
When every AI cluster runs on the same invisible chokepoint, the company that solves it becomes irreplaceable.
Buy Alert — June 4, 2026
ALPHABET'S $80 BILLION SIGNAL
The AI infrastructure build-out is not slowing down. It is accelerating.
When one of the most cash-generative companies on the planet goes to capital markets for $80 billion, you don’t ask why. You ask what they know that you don’t.
THE LAW OF ACCELERATION
Dear subscriber to The Disruptive Investor,
Before the following deep dive, take a moment to look at the performance generated on The Disruptive Investor since the Substack launch in mid-March this year.
This is not a performance display....
The Photonic Spine of the AI Economy
NVIDIA just backed a company almost nobody is talking about. Not a GPU maker. Not a memory company. Not a software platform. The market barely noticed.
Before the deep dive, take a moment to look at the performance generated on The Disrupt...
The Memory Bottleneck Behind The AI Capex Supercycle
Every GPU cluster in the world depends on one thing the market is ignoring.
Before the following deep dive, take a moment to look at the performance generated on The Disruptive Investor since the Substack launch ten weeks ago.
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Disruptive Investor.
| Subscribers | Engagement | 79 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
30 years in institutional finance. I run a disruption fund from Switzerland and built a hybrid momentum system that found AppLovin at +976%, NVIDIA at +755%, and Spotify at +701%. Now sharing the signal in English.
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