The Disruptive Investor
Disruption doesn't wait for consensus. Neither should your portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 65 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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A QUESTION FOR YOU, AND IT IS A SERIOUS ONE
The Disruptive Investor is considering a structural change, and your view matters before anything is decided.
The Disruptive Investor is considering a structural change, and your view matters before anything is decided.
THE AI TURN IS IN, AND THE UPSIDE IS ABOVE 100%
The entire AI hardware stack turned in the same week: memory, optics, test and power.
Last week, I explained why AI infrastructure fell sharply in August without a single business breaking.
The Denominator Nobody Was Watching
Fourteen disruptive companies. Two weeks apart. One portfolio up sharply, the next down almost as hard. Not one business deteriorated in between.
That is not a paradox. It is an exceptional setup: companies whose demand is accelerating, ma...
Venezuela’s 65 Billion Barrels: The Wrong Cure for the Right Disease
Friday evening, long after the closing bell, President Trump announced what he called the biggest oil deal in world history.
Friday evening, long after the closing bell, President Trump announced what he called the biggest oil deal in worl...
LAST NIGHT, NVIDIA CONFIRMED THE AI SUPERCYCLE AGAIN. AND THIS TIME IT DID NOT LEAVE ROOM FOR INTERPRETATION.
Revenue of 96.2 billion dollars. Up 106% year over year. Up 18% sequentially. Against its own guidance of 91 billion and a consensus near 92.
Revenue of 96.2 billion dollars. Up 106% year over year. Up 18% sequentially. Against its own gui...
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| Subscribers | Engagement | 76 | 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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