Disruptor

Foodie. Immigrant.

[Disruptor @RealDisruptor]

The question you need to ask yourself is - Do you believe some random substack analysts like @jukan05 and @citrini who sold their memory stocks too early or @elonmusk and @JensenHuang ?

[Disruptor @RealDisruptor]

Bitcoin is the greatest scam ever pulled on humanity. Entire investment thesis is based on the greater fool theory.

[Disruptor @RealDisruptor]

Man, the cope from financial advisors on this app is next level. Calling alpha as 3x beta is next level. Even if his YTD returns was negative, he would still outperform almost all of you since the start of his fund). Source - investing since the 90s and I have never seen an advisor running diversified portfolios generating any alpha for their clients. You guys are angry because people are becoming aware they don’t need you. Look at your replies. It’s filled of two kinds of people - they missed the AI run and financial advisors who hate AI and the automation it brings

[Disruptor @RealDisruptor]

He is right? Isn’t he? Most people dunking on him are angry because they missed most of the AI bull run. Most folks dunking on him are “spreadsheeters”. They play with spreadsheets and think they can value a company and its business model without having any idea about the underlying tech. AI is not like the retail, energy or healthcare sector. AI is not the internet either. To understand AI and what investment opportunities it brings, you have to first understand AI itself, otherwise you have failed as an investor. Leopold did that. Yes he was stupid to use leverage, but his stick picks were not wrong. I would rather follow a guy who is a genius at AI stock picking than someone who moves numbers on a spreadsheet and underperform the index by 500 basis points

[Disruptor @RealDisruptor]

At least @elonmusk is trying to build something. And so are the other AI companies. What are you doing ? Adding numbers on a spreadsheet telling the builders they are wrong because you understand their business better than them? What have you built in your life sir ? Serious question? Anyone can add numbers on a spreadsheet. For once try building something useful that advances humanity. ✌️

[Disruptor @RealDisruptor]

@jimcramer Do we know which managers?

[Disruptor @RealDisruptor]

@nikitabier how do you get an invite to @XMoney ? I need to park the next 1 year of my mortgage payments with XMoney. This is too good to pass!

[Disruptor @RealDisruptor]

@nikitabier @elonmusk in this age of AI can you guys not implement a feature where users can mute racist posts? My TL is filled with racist posts (anti India, anti Jews etc). The algo is clearly prioritizing these posts on TLs to drive engagement. I am here for the informative posts (finance, geopolitics, news etc) , and not for racists spewing their venom.

[Disruptor @RealDisruptor]

@michaeljburry being short $NVDA and $SMH tells you one thing - this is the most hated rally in the history of semis and that is why it’s going to keep going up!

[Disruptor @RealDisruptor]

@drjoshcsimmons @tbpn 💯. Been in tech for over two decades now and I am mildly amused by these folks thinking they understand the tech better than Jensen. Tech has nuances that you can’t even begin to understand unless you are knee deep in that particular stack.

[Disruptor @RealDisruptor]

@Cloudwatch199 Yes

[Disruptor @RealDisruptor]

@EdLudlow Why is Bloomberg constantly dissing on NVDA? In the past your reporting has been debunked. Is that the reason you guys are angry?

[Disruptor @RealDisruptor]

@RajeevSharma00 @Cloudwatch199 @IAACouncil Good job Rajeev and Sidhartha! Hate has no place in a civilized society. Report these racists!

[Disruptor @RealDisruptor]

@michaeljburry @firstadopter Does that mean you are bullish NVDA now based on this new chip arch?

[Disruptor @RealDisruptor]

@AswathDamodaran selling all his NVDA the 10th time since last year. First time I heard him recommend a sell NVDA was trading at $40. @ScottWapnerCNBC why don’t you ask him that? He has been bearish AI for a long time. How do you guys give a pass to him and let him spew this nonsense?

[Disruptor @RealDisruptor]

@bubbleboi This is not a working H100, which if you and Burry had bothered to look at the eBay listing you would have seen that clearly mentioned. This is being sold for parts. Bears are becoming more desperate and sloppy.

[Disruptor @RealDisruptor]

@DougKass @gnoble79 @KeithMcCullough @SamofAmerica @Hedgeye Haven’t you been bearish since GFC and missed the biggest bull market in history? I think you should look in the mirror before making those comments

[Disruptor @RealDisruptor]

How can you be bearish Crowdstrike and bearish Blue Owl? Either you believe in AI or you don’t. You are speaking from both sides of your mouth. Bryn’s talking point has touched a nerve with you because she is right. I think the shorts are manipulating the markets by creating FUD. SEC is asleep at the wheel and hopefully investigates you guys.