The Disruptive Investor
Disruption doesn't wait for consensus. Neither should your portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 45 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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Micron Technology just reported. And this is what a structural supercycle looks like.
Results dropped minutes ago.
Dear subscriber,
Black Tuesday in Seoul Was a Gift in Disguise
The sell-off that scared everyone may well prove to be a buying opportunity
Yesterday, Seoul imploded and Wall Street caught the shrapnel.
TRADE ALERT: THE NEXT PICK ON THE DISRUPTIVE INVESTOR
One piece of equipment stands between every silicon photonics device and the AI datacenter it was built for. Upside to fair value: +215%.
The capital driving the AI revolution is physical.
ELEVEN FOR ELEVEN
Iran peace deal in sight. Oil falling. Futures surging.
S&P 500 Futures +1.3%. Nasdaq Futures +2.2%.
This morning, all eleven positions in The Disruptive Investor selection are up in pre-market.
The top performer is up more than +13% bef...
PERFORMANCE RECAP - THE DISRUPTIVE INVESTOR
Dear subscriber,
Dear subscriber,
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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