The Disruptive Investor
Disruption doesn't wait for consensus. Neither should your portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | |||||
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wsissener.substack.comLatest Issues
Ondas & Lightwave Logic: Earnings Highlights
ONDAS (ONDS)
ONDAS (ONDS)
THE BIG SHORT IS THE WRONG SCRIPT
Michael Burry earned permanent credibility in the annals of financial history by being right when the entire Wall Street establishment was wrong. Investors listen to him for good reason.
The Cassandra who called the subprime collapse befor...
The Deep Dive : The Dominant Supplier That AI Cannot Function Without
Following your May 8 preview, the complete research report is available below. Industry analysis, financial model, and +200% price target. Part 1 is free for all readers.
I. THE BOTTLENECK THAT AI CANNOT ESCAPE
Mid-Session Update | May 8
Indicative prices at mid-session, May 8, 2026. Portfolio average performance from start, less than seven weeks ago: +18.3%.
The session is constructive. After the volatility of yesterday, the tape is stabilising and several positions are r...
THE FORTY-YEAR EDGE THAT AI CANNOT FUNCTION WITHOUT
A new pick with +200% upside to price target is live. Here is everything you need to know before the full report drops.
There is a stock that only five sell-side analysts cover.
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| Subscribers | Engagement | 80 | 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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