Disruptor ⚡️ Profile picture
Sep 24, 2021 13 tweets 3 min read Read on X
Think I've found the Winner in Autonomous Trucking.
$NGAB 🔜 $EMBK @embarktrucks

Favorites slides from Embark Day👇
Best Mapping
Universal- not limited to 1 Truck Manufacturer
Peer Comparison
Just to be perfectly clear- this is not an EV Truck Manufacturer but a SAAS company providing software to enable all. Not EV related at all but driverless technology- Autonomous.
Strong leadership team and Founder-led with an Elon Musk feel.
Peer market cap comparisons:
▶️ Embark- $5.2B
▶️ $TSP- $7.7B
▶️ $HCIC Plus- $3.3B
▶️ $RTPY Aurora- $10.6B
▶️ Waymo part of $GOOG- $31B
▶️ Cruise part of $GM- $30B

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More from @DisruptorStocks

Nov 5, 2023
📢 Disruptor’s Week Ahead for Nov 6 ⏰
▪️ No macro headwinds just some Fed speakers 🎙️
▪️Mon: $NXPI $O $SWAV
▪️Tue: $UBER $DHI $DDOG $OXY $AXON $CPNG
▪️Wed: $RBLX $K $DIS $FICO $MGM
▪️Thur: $GRAB $WRK $TTD $U
▪️Fri: insignificant

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🙏 SHARE to support your @DisruptorStocks 👊

🧵 👇

Image
Image
Financial Conditions have started easing again Image
Jobs data points to broadening Cooling of the Labor market Image
Read 4 tweets
Mar 5, 2023
🧠 DISRUPTOR’s TOP 10 FREE INVESTING RESOURCES 💰 🧵

It’s been over a year since I did this and the list has gotten so much Stronger! 💪

Please RT and share with your tribe.

Here we go, in no particular order…
1. FINVIZ
Chart, data, screener

finviz.com
2. CapEdge
Filings tracker

capedge.com
Read 12 tweets
Jan 29, 2023
🤒 Health of 🇺🇸 Consumer 🧵

Consumer cutting ✂️ back Spending
👇
🗳️ Survey- 55% Americans have Stopped 🛑 or Reduced ⚠️ their Retirement Savings due to Inflation
🛍️ PCE Inflation moderating but Consumer Spending dropping📉
Read 17 tweets
Jan 8, 2023
🚨 DISRUPTOR’s Macro Update 🧵
📊📊 Sun 1/8/2023 📊📊

Big week ahead, let’s get prepared 👇
Average weekly Hours decline accelerated in recent months-

Leading indicator 🔻
Unemployment at 50 year low, 3.5%‼️

Hold on- JPM expects it to hit 5% later this year. 😞
Read 24 tweets

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