The Disruptive Investor
Disruption doesn't wait for consensus. Neither should your portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 49 | Founded | 10 months ago | Last Issue | 15 days ago |
| Active | |||||
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wsissener.substack.comLatest Issues
When Positioning, Not Fundamentals, Sets the Price
A cross-cycle read on why oversold extremes in memory and AI names have repeatedly marked local bottoms, and why today's tape fits the pattern.
Some sessions are not about earnings. They are about flows.
AI Has Never Been This Cheap
Why Thursday’s chip rout looks less like a warning and more like a mispricing
Thursday did what these sessions always do: it took a real story and stretched it past recognition.
The Confession That Wasn't
Why Meta selling its leftovers doesn't mean the AI kitchen is suddenly empty
One Bloomberg sentence moved markets today: Meta might resell its excess AI compute. Within hours that turned into a much bigger story, one where the whole comput...
Thursday's Triumph, Friday's Rout
Thursday, Micron's record quarter lit the AI trade on fire. By Friday, the crowd had already moved on. A field guide to staying calm when the narrative wobbles.
Before the analysis that follows, take sixty seconds to look at what The Disru...
Micron Technology just reported. And this is what a structural supercycle looks like.
Results dropped minutes ago.
Dear subscriber,
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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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