Dr. Paul Christianson

I'm back! 6 years ago, I launched Disruptor Investing with an initial idea of writing a book. I recently took some time away to finish what I started. The book is now published on Amazon. I'm running a FREE book promotion on Kindle until Friday and would appreciate any support the community can provide to help get the word out! Kindle Version: amazon.com/dp/B0HLR4XFS6 Paperback: amazon.com/dp/B0HMHPCX6N

Hyperscalers are expected to spend $1.1T in capex in 2027 on AI infrastructure. Here is some context. $SOFI Stadium is the most expensive NFL stadium ever built at ~$5.5 billion. The amount hyperscalers are planning to spend in 2027 is equivalent to 200 SOFI Stadiums.

Slowly… and then all at once. We’re about to see what the all at once looks like.

SenesTech CEO Michael Edell Live with Dr. Paul Christianson | Disruptor Investing teapawt.org/i/broadcasts/1dKrPrDWZ…

Elon Musk just indicated they may have a 6 month payback period on compute next year.

Saw a $BEEM out in the wild on my bike ride today with $BLNK chargers. Pretty cool technology!

In Chapter 1 of my new book, I discuss how civilization went from the analog age to the information age with the advent of the internet. Most of us who are old enough can remember this transformation. What we're witnessing now is a transition from the age of information to the age of intelligence. This transition is going to bring about tremendous opportunity and disruption. I've included how I plan to invest in disruption in my new book that you can download for FREE until Friday. 👇

Marti Co-Founder and President Cankut Durgun is back with Dr. Paul Christianson for Disruptor Investing Part II. teapawt.org/i/broadcasts/1qGvvelEY…

Rising memory contract prices will push the memory share of CSP capex to 68% in 2027. (TrendForce) $DRAM, $MU, $SKHY That's just a massive figure. Almost $7 of every $10 spent is projected to go to spending on memory. What's even more incredible is that there's another bottleneck that's going to be even worse than memory.

Here's a graphic from my book that shows how I define specific levels of an S curve and where the bulk of my research is focused. You can access my book for FREE on Kindle until Friday.

We're living through an incredible time in history. The disruption is real and accelerating. Look at what just happened in the field of mathematics. I wrote about this in my new Disruptor Investing book that can be downloaded for FREE on Kindle until Friday. Kindle: amazon.com/dp/B0HLR4XFS6

$NAUT: What I find interesting about this company in particular is that Dario Amodei (Anthropic CEO) appears to have done his postdoctoral work at Stanford under Parag Mallick who is the co-founder and Chief Scientist at Nautilus. Anthropic has reportedly set up a wet lab in the Bay Area. Dario Amodei has a Ph.D. in Biophysics and Nautilus has pioneered a single-molecule, benchtop proteomics platform designed to map and quantify up to 95% of the human proteome (and its modified forms called proteoforms) with extreme sensitivity and scale. mallicklab.stanford.edu/peep… The Nautilus Voyager Platform does not appear as though it can be easily replicated and provides critical data needed for drug discovery. A lot of these LLMs now appear as though they're being held back from 'data-starvation' and Nautilus could help in providing this critical data. Proprietary data appears as though it's going to be a huge moat in the future. Please do your own research when making investment decisions. This is not financial advice.

X is giving users phone numbers. Here comes the X phone.

What happens to the AI trade when readily available chips start stacking up in inventory because there is nowhere to plug them in? teapawt.org/blockspace/status/2102…

Signal. 👀 $NBIS also commanding short term rentals at >$50M per MW with ~20% price hikes announced. $CRWV securing short term rentals at ~$40M per MW. Those are likely going up after they see what $NBIS is securing. Noticing a lot of companies holding off on LT deal announcements with rates on the rise. Too much demand going after too little supply. I don’t see this slowing down anytime soon. Please do your own research when making investment decisions. This is not financial advice.

$MU and $SNDK forward analyst estimates for revenue and cash from operations. It's very obvious we're going to need more compute. It's even more obvious that we're going to need more memory, yet these companies are still trading at bargain bin multiples. Memory is no longer cyclical, it's structural for AI. Please do your own research when making investment decisions. This is not financial advice.

If you like the $PLTR x $NBIS news today and what it all entails, then I'd imagine you'd really like $BRUN. It's hiding in plain sight, but I can't imagine it will be for much longer. While the analyst estimates I've included below are impressive, I still think they're too low given what we know today. Please do your own research when making investment decisions. This is not financial advice.

This is a positive development for $SLNH. I discussed Project Kati 2 in-depth during my recent interview with @jbelizaireCEO. teapawt.org/disruptorinvest/status… Disruptor Investing: disruptorinvesting.com Membership: disruptorinvesting.com/#memb… Disclosures: disruptorinvesting.com/discl…