
We publish ideas to help you profit from technological disruption.
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Everyone is piling into the AI trade right now. And for good reason. AI is the biggest megatrend of our lifetimes. I have no doubt AI stocks will keep soaring for years.
But there’s another side to the AI boom most investors are missing....
Did the AI bubble just pop?
On Friday, the S&P 500 suffered its worst one-day loss in seven months. Meanwhile, the tech-heavy Nasdaq dropped nearly 5%.
Many AI stocks plunged even more. Nvidia lost 6.2%. Sandisk fell 11.39%. And Micron...
If there’s one factor that gives my team at RiskHedge an edge, it’s that we do tons of boots-on-the-ground research.
We travel around the world to meet industry experts, attend conferences, and investigate the latest disruptive trends ours...
Stop obsessing over memory stocks. Sure, they’re dominating the headlines right now. But the AI opportunity goes far beyond memory.
Just look at this lesser-known group of AI winners ripping higher right underneath the surface.
Ichor Hold...
Congrats to Micron $MU. It recently broke into the top-10 largest American stocks.
Its chart is a thing of beauty:
Micron surged 400% since last October. It’s when we recommended it at RiskHedge in our flagship Disruption Investor advisor...
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The writers behind this newsletter.
We publish ideas to help you profit from technological disruption
Founder and EIC Rational Optimist Society. Reformed cynic.
Analyst at RiskHedge.com, a disruption research firm.
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