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Disruptor is live. 13 names across the five platforms of disruptive innovation: AI, robotics, blockchain, genomics, energy storage. Top conviction: Tesla, Coinbase, Nvidia. Bought weakness today: Tesla -5.6, Nvidia -3.7, MSTR -4.2. The market is fearful of AI capex. The believers know we are five years into a 20-year S-curve. Innovation thrives in tough times. Wrights Law has not been repealed.

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