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Disruptor ⚡️ Profile picture
Disruptor ⚡️
@DisruptorStocks
🛍️News and data that matter for the Consumer ▪️Secular Trends▪️Real World Economist ▪️Hidden Inflation ▪️Macro you can understand
David Profile picture 1 subscribed
Nov 5, 2023 • 4 tweets • 2 min read
📢 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

❤️ this?
🙏 SHARE to support your @DisruptorStocks 👊

🧵 👇

Image
Image Financial Conditions have started easing again Image
Mar 5, 2023 • 12 tweets • 3 min read
🧠 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
Jan 29, 2023 • 17 tweets • 5 min read
🤒 Health of 🇺🇸 Consumer 🧵

Consumer cutting ✂️ back Spending
👇 🗳️ Survey- 55% Americans have Stopped 🛑 or Reduced ⚠️ their Retirement Savings due to Inflation
Jan 27, 2023 • 4 tweets • 2 min read
Recap of yesterday’s GDP report from @WSJ Image
Jan 8, 2023 • 24 tweets • 13 min read
🚨 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 🔻
Jan 8, 2023 • 5 tweets • 2 min read
CES 2023 🧵
Dec 6, 2022 • 13 tweets • 5 min read
Charging Infrastructure 🚗 Challenges for 🇺🇸 EV Fleet.

📊 from ATRI report 🧵

@elonmusk
@jessefelder
@WholeMarsBlog
@jasondebolt
@SawyerMerritt
@garyblack00
@Teslaconomics
@DoombergT Image 3 Main Challenges Image
Dec 6, 2022 • 5 tweets • 2 min read
TSMC $TSM Increases Arizona Factory 🏭 spend from $12B to $40B
@watchhillgirl1 👀
asia.nikkei.com/Business/Tech/…
Dec 4, 2022 • 14 tweets • 6 min read
🚨DISRUPTOR’s Macro Update 🧵
📶 Sunday December 4 📶 HOUSING:
✔️ 2nd biggest price correction since WWII
✔️ Fed helped create🫧 with low rates and MBS purchases
✔️ They said we’d NEVER have a Surplus- 👀 at us now
✔️ Remote work increased prices in normally cheap cities
Dec 3, 2022 • 10 tweets • 3 min read
“Now is the time to dump your $AAPL and load Bonds” Image
Dec 2, 2022 • 6 tweets • 2 min read
Top 5 Posts of Week 🧵
Dec 2, 2022 • 4 tweets • 2 min read
INFLATION 🧵
▪️Banks 🏦 all see Inflation dropping to 3% next year 👇
▪️Powell still sees 2% as a realistic 🎯 for the Fed
▪️I disagree with both👆and will explain PAST:
▪️Cheap Labor: Mexican immigrants 🇲🇽
▪️Cheap Goods: China 🏭 w young workforce
▪️Cheap Capital: Japan & China buying 🇺🇸 treasuries
Jul 17, 2022 • 4 tweets • 1 min read
Tune in 📞 Tue. Twitter wants speed up process and Elon wants to slow it down.

$TSLA ER Wed after 🔔
$TWTR ER Thur after 🔔

$XLY $TSLQ
Jul 17, 2022 • 21 tweets • 6 min read
🚨DISRUPTOR’S MEGA MACRO & CATALYST 🧵
Week of 7/18

Please RT 🔁 and share!

STATE OF THE CONSUMER :

▪️Record 9.1% CPI Inflation print in July 🔥 ▪️Sticky Inflation CPI at 40 year High
Jan 25, 2022 • 8 tweets • 2 min read
SPAC's are poison ☠️ and likely your biggest bags if you ever got involved in them. Worst 🎰 game out there. The sooner you realized this the better off you are.

Here is an UPDATE on current status of many names you'll recognize.
👇

#SPACtoReality
(1/6) ⏺️ Hall of Fame Resort $HOFV- Pro Football HOF in Canton OH $1.33
⏺️ Talkspace $TALK- Mental health app $1.41
⏺️ Metromile $MILE- Auto Insuretech, Chamath's Geico $1.54
⏺️ Beachbody $BODY- Workout videos $1.72
⏺️ Root Insurance $ROOT- Auto Insuretech, laid off 20% workers
(2/6)
Jan 23, 2022 • 5 tweets • 2 min read
Very important week with 3 of the MARKET HEROES reporting. As they go, we go.
$MSFT Tue
$TSLA Wed
$AAPL Thur
Later will get $NVDA $GOOG $GOOGL Image Also keep 👀 on Market Sentiment Indicators
#BTC #ETH $QQQ $SPY #VIX Image
Jan 13, 2022 • 4 tweets • 2 min read
Quick thoughts 💭
📌 Growth has been beaten down but there is still downside potential if the Heroes see significant drops- been very resilient so far.
📌No one knows where the bottom is in a stock below the 200 day MA.
(1/3) 📌Have a narrow watchlist and mark their price at recent lows. Will show you their Relative strength w each other. Might be a retest.
📌For market sentiment follow the indexes plus VIX and Bitcoin.
📌Semiconductors were former market leaders so watch them. $SOXX $SMH
(2/3)
Oct 18, 2021 • 6 tweets • 2 min read
Favorite Free Personal Finance Resources💪💰

These things aren't often talked about as much as stock picking is but arguably are more important. Financial Calculators
nerdwallet.com/blog/financial…
Oct 17, 2021 • 11 tweets • 3 min read
MEGA THREAD Favorite Things🧵
Oct 16, 2021 • 9 tweets • 2 min read
🚨UPDATED- Favorite VC Funds to watch for early IPO stock ideas 💡 casdincapital.com/venture/
Sep 24, 2021 • 13 tweets • 3 min read
Think I've found the Winner in Autonomous Trucking.
$NGAB 🔜 $EMBK @embarktrucks

Favorites slides from Embark Day👇