The Disruptive Investor
Disruption doesn't wait for consensus. Neither should your portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 56 | Founded | 10 months ago | Last Issue | 4 days ago |
| Active | |||||
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wsissener.substack.comLatest Issues
$745,000,000,000. One Year. Four Companies.
The "AI capex peak" narrative died this week. Applied Optoelectronics is up 15% at mid-session, and paid subscribers get a brand-new recommendation below, ahead of nex week's earnings.
New recommendation inside. Below the paywall: comments...
The Post-Aschenbrenner Trade Has Arrived
The chip-driven purge that erased two years of leverage in four weeks may be exactly what the AI momentum trade needed to reload.
There is a particular kind of silence that follows a margin call of historic proportions. Call it the market...
Build. Build Faster. Build More.
The Capex Verdict
Eight days. Four earnings calls. And one message, repeated in every transcript: the AI infrastructure build is accelerating.
Alphabet: Capex of $195 to $205 billion for 2026. 2027 “increasing significantly.” Cloud r...
Microsoft Says Build. Meta Says Build Faster.
Two hyperscalers, $72 billion in a single quarter, and the same message: demand exceeds supply. The AI infrastructure trade is not dead. It is being re-rated.
The Split Screen
BLOOM ENERGY SMASHES ESTIMATES: SHARES SURGE 12.5% PRE-MARKET
Dear subscriber,
Dear subscriber,
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
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| 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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