The Disruptive Investor

Articles

18

Companies covered

13

Sectors

4

Countries

3

Research Articles

Bloom Energy: Don’t Confuse a Cash Flow Dip With a Demand Problem

Oct 23, 2026

DON’T JUST DO SOMETHING. SIT THERE.

Oct 15, 2026

MICRON GROWS 379% AND STILL TRADES AT 6.7 TIMES EARNINGS

Sep 30, 2026

LAST NIGHT, NVIDIA CONFIRMED THE AI SUPERCYCLE AGAIN. AND THIS TIME IT DID NOT LEAVE ROOM FOR INTERPRETATION.

Aug 27, 2026

BLOOM ENERGY IS DOWN 41% FROM ITS HIGH. ITS 2028 EARNINGS ESTIMATE HAS NEVER BEEN HIGHER

Aug 25, 2026

$745,000,000,000. One Year. Four Companies.

Aug 7, 2026

Microsoft Says Build. Meta Says Build Faster.

Jul 30, 2026

BLOOM ENERGY SMASHES ESTIMATES: SHARES SURGE 12.5% PRE-MARKET

Jul 29, 2026

Bloom Energy & Beyond: Fundamentals Don’t Lie, Sentiment Does

Jul 19, 2026

Micron Technology just reported. And this is what a structural supercycle looks like.

Jun 24, 2026

ALPHABET'S $80 BILLION SIGNAL

Jun 3, 2026

Ondas & Lightwave Logic: Earnings Highlights

May 14, 2026

Quick update on Sandisk (SNDK): quarterly results just printed

Apr 30, 2026

Bloom Energy +15% After Hours — $260 Post-Market. All-Time High Obliterated.

Apr 28, 2026

OpenAI Is Not the AI Sector. The Real Test Is Tomorrow Night.

Apr 28, 2026

BLOOM ENERGY — THE ORACLE DEAL CONFIRMS EVERYTHING

Apr 14, 2026

BLOOM ENERGY: +216% UPSIDE - THIRD PICK ON THE DISRUPTIVE INVESTOR

Apr 13, 2026

APPLIED OPTOELECTRONICS: +258% UPSIDE - SECOND PICK ON THE DISRUPTIVE INVESTOR

Apr 4, 2026