Stephen McBride – Contributing Analyst – Disruption & Markets
Introducing the Anti-AI-Disruption Software Portfolio
In the past few weeks, nearly $1 trillion was wiped from software stocks. The largest software ETF—the iShares Expanded Tech-Software Sector ETF (IGV)—has cratered 24% since January.
Does Elon read RiskHedge?
At the start of the year, I made a prediction in Disruption Investor: “2026 will be the year investors stop valuing Tesla (TSLA) as an ‘automaker’... and start valuing it as an energy and robotics company.”
Should you invest in data centers in space?
2026 is shaping up to be a hell of a year for space. Jeff Bezos and Elon Musk want to build artificial intelligence (AI) data centers in orbit.
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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