The Disruptive Investor
Disruption doesn't wait for consensus. Neither should your portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 91 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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Bloom Energy: Don’t Confuse a Cash Flow Dip With a Demand Problem
Last night, Bloom Energy (NYSE: BE, $192.00 as of mid-session) delivered the best quarter in its history. It raised its guidance for the THIRD time this year. And the stock fell.
The reason: one line in the cash flow statement. Operating...
Jensen Huang: AI Demand Is OFF THE CHARTS
The market is pricing a shortage of customers. The real shortage is capital, and capital always finds its way.
Dear subscriber,
AI Is Not a Bubble. Here's the One Number That Proves It.
Railroads and fiber built for customers who never came. AI can't build fast enough for the ones already waiting.
"AI BUBBLE." Ken Griffin says we are "almost certainly" in one. Michael Burry is short. Ray Dalio calls AI a "classic bubble"...
The Rubber Band Is Stretched
Wall Street's sentiment gauges are flashing BUY. The smart money is already moving.
Wall Street is downbeat. Perhaps too downbeat.
Buying The Fear. Rotating Tonight Into the Rebound.
The crowd capitulated. The market bounced. Tonight, the model moves.
As argued in my Saturday article, “Extreme Fear. Extreme Opportunity.”, extreme fear is very often an extreme opportunity:
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Disruptive Investor.
| Subscribers | Engagement | 78 | 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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