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[@DisruptionHedge](/creator/twitter/DisruptionHedge)
"The X Big Shifts Rewiring AI (a mega-🧵) Shift #1: Sovereign AI. A brand new deep pocketed customer:"  
[X Link](https://x.com/DisruptionHedge/status/1975993629798957176) [@DisruptionHedge](/creator/x/DisruptionHedge) 2025-10-08T18:36Z 5215 followers, 1092 engagements


"Apple $AAPL was the worlds largest and most successful company of the past decade. Surprisespositive and negativedrive stock prices. When the so-called world leader in innovation isnt innovating and its business is stagnating thats one big negative shock. Were currently in the middle of the biggest technology revolution since the internetartificial intelligence. Apple isnt even on the playing field. Siri is a flop. Its Vision Pro headset will likely be discontinued. Apple spent more than $XX billion to produce original TV shows and movies. Yet Apple TV+ generates less viewings in one month"  
[X Link](https://x.com/DisruptionHedge/status/1978923993739452756) [@DisruptionHedge](/creator/x/DisruptionHedge) 2025-10-16T20:40Z 5214 followers, 1544 engagements


"Classic disruptor story $HOOD $IBKR $SCHW $SPY"  
[X Link](https://x.com/DisruptionHedge/status/1979179846245716248) [@DisruptionHedge](/creator/x/DisruptionHedge) 2025-10-17T13:37Z 5214 followers, 1675 engagements


"People often compare todays AI boom to the dot-com bubble with Nvidia $NVDA as the Cisco Systems $CSCO of its day. The big difference is that Ciscos customers were debt-fueled dot-com startups with no revenue. Nvidias customers are the largest most profitable companies in the world. US big tech companies will spend over $XXX billion building out their AI data centers this year. That was Phase X. Phase X is even bigger: Sovereign AI"  
[X Link](https://x.com/DisruptionHedge/status/1975993632235610366) [@DisruptionHedge](/creator/x/DisruptionHedge) 2025-10-08T18:36Z 5213 followers, XXX engagements


"Mark my words: Western Union $WU is going out of business. Maybe that's obvious. But here's what's less obvious. (Read my latest Jolt in the post below)"  
[X Link](https://x.com/DisruptionHedge/status/1979288008596820205) [@DisruptionHedge](/creator/x/DisruptionHedge) 2025-10-17T20:46Z 5211 followers, 1094 engagements


"Western Union was THE the way to send money abroad. Millions of migrant workers used it every month to wire hard-earned cash home to their families. But $WU has fallen prey to a simple yet powerful innovation in crypto More here:"  
[X Link](https://x.com/DisruptionHedge/status/1979288010714931212) [@DisruptionHedge](/creator/x/DisruptionHedge) 2025-10-17T20:46Z 5211 followers, XXX engagements


"There's a new world's fastest car. And it's not a Ferrari Lamborghini or Bugatti. I share the details in my latest @RationalOptSoc Diary below"  
[X Link](https://x.com/DisruptionHedge/status/1980327828626547061) [@DisruptionHedge](/creator/x/DisruptionHedge) 2025-10-20T17:38Z 5209 followers, XXX engagements