Stephen McBride – Contributing Analyst – Disruption & Markets
Is Cerebras the next Nvidia?
Cerebras makes the world’s largest AI chips. Analyst explains why it’s a real technology—but not the next Nvidia.
Is DGXX a buy after surging +200% in one month?
As you likely know, power is a big bottleneck holding back AI.
America’s drone comeback starts now
The Shahed is the latest dot on the most important chart in modern defense: the cost-per-kill curve.
Stephen contributes strategic analysis and big-picture perspective on disruption investing.
As Chief Analyst at RiskHedge, he has built a reputation for spotting disruptive megatrends early. He’s best known for urging readers to buy Nvidia stock back in 2019, writing: “If I could only buy one stock for the next five years… it’s Nvidia.”
Stephen’s commentaries and guest essays appear periodically on Disruption News, offering readers an insight into how innovation reshapes entire industries and creates new investment opportunities.
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