The Disruptive Investor
Disruption doesn't wait for consensus. Neither should your portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 61 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
Read this Newsletter
wsissener.substack.comLatest Issues
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...
BLOOM ENERGY IS DOWN 41% FROM ITS HIGH. ITS 2028 EARNINGS ESTIMATE HAS NEVER BEEN HIGHER
One chart shows the price. One shows the estimates. They are pointing in opposite directions, and only one of them is allowed to be right for long.
Let me put the whole argument in two sentences before we look at anything.
THE AI INFRASTRUCTURE SELLOFF WAS MECHANICAL. THE DISCOUNT IT LEFT IS REAL.
I distrust sell-side research on principle. But last week Goldman Sachs published something I cannot dismiss, and the mechanic behind it explains exactly where the next phase of this trade is being priced.
There is a question I ask of ever...
JULY HAD ASCHENBRENNER. AUGUST HAS HORMUZ. THE ANSWER IS THE SAME.
Dear subscriber,
Dear subscriber,
THE MOST EXPENSIVE HABIT IN INVESTING
Some of my paid subscribers bought the top and sold the bottom. The subscribers still positioned are the ones capturing what comes next.
Something instructive happened to my Substack channel over the past few weeks.
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Disruptive Investor.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
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.
Frequently Asked Questions
How can I access the email archive for The Disruptive Investor?
You can find recent issues that have been published by The Disruptive Investor on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does The Disruptive Investor have?
To see how many people subscribe to The Disruptive Investor, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in The Disruptive Investor?
Newsletter advertising can be extremely effective when it's done right. Before you pitch The Disruptive Investor as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like The Disruptive Investor?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact The Disruptive Investor using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to The Disruptive Investor?
Scroll up to where it says Related Newsletters to see other publications like The Disruptive Investor. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact The Disruptive Investor?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.