$1,000 follows their calls into $850
- Win rate
- 30%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #6
- 5 ranked closes
- Longest streak 4
Basket now
3 positions · Oct 19- SNDK4%
$1,000 follows their calls into $850
Dr. Paul Christianson@disruptorinvestI’m getting some questions on $OUST and here were my comments a few months ago before the ~150% stock appreciation. I think one important thing investors need to consider is if physical AI will experience the rapid supply/demand imbalance we’ve seen with the recent AI datacenter
Dr. Paul Christianson@disruptorinvest$OUST is on the verge of a major growth and profitability inflection based on forward estimates. Total revenues are projected to grow at a 34% CAGR and the stock is currently trading at a Fiscal 2028 PE of only 10. The stock chart is also starting to look constructive with a


Dr. Paul Christianson@disruptorinvestDatacenter orders just went from 5% to 10% of this small cap's bookings. In ONE quarter. $AMSC (~$2B MC) sells something I don't think the AI trade hasn't priced in fully yet. Power QUALITY. Everyone counts MW. Almost nobody is pricing volts. Here's the problem that AI
Dr. Paul Christianson@disruptorinvest$DGXX has closed the gap from the $CBRS deal that materially derisked the company. This is one of the cheapest stocks I've seen in a long time (Fiscal 27 PE 6.4) with an incredible growth runway. The company currently has a market cap ~$400M and just provided an update

Dr. Paul Christianson@disruptorinvestGiven the news that hyperscalers are now offering up to 100% prepayments to secure datacenter capacity, smaller datacenter operators like $DGXX sit in really unique situations. Their financing paths just got a lot easier. $DGXX is surprisingly still a very small company with
Dr. Paul Christianson@disruptorinvest$DGXX has closed the gap from the $CBRS deal that materially derisked the company. This is one of the cheapest stocks I've seen in a long time (Fiscal 27 PE 6.4) with an incredible growth runway. The company currently has a market cap ~$400M and just provided an update

Dr. Paul Christianson@disruptorinvestMy three favorite under the radar picks have had quite the last few months. $HROW Up 28.37% $SEZL Up 124.07% $DGXX Up 80.17% At one point, $DGXX was up 280.17% in 45 days and has now pulled back to a point where I've just reinitiated a position while sharing my thoughts
Dr. Paul Christianson@disruptorinvest3 of my favorite under the radar stocks right now. 🧵 3. Harrow $HROW Harrow focuses on the development and commercialization of therapeutics for ocular surface diseases. The company recently began distributing the blockbuster eye drop Vevye that is seeing rapid market adoption
