Stephen McBride (@DisruptionHedge) / X

Stephen McBride

8,995 posts

Stephen McBride

@DisruptionHedge

Chief storyteller: rationaloptimistsociety.com

Abu Dhabi

rationaloptimistsociety.substack.com/p/join-us

Joined November 2012

Stephen McBride
@DisruptionHedge
Aug 26, 2024
Only in America: From toilet-cleaning immigrant to billionaire Jensen Huang used to clean toilets at Denny’s. He founded Nvidia $NVDA with two buddies at a booth in that same Denny’s 30 years ago. Nvidia is now the world's second most valuable company. Huang is worth over
142K
Stephen McBride
@DisruptionHedge
Mar 7, 2025
I had the pleasure of chatting with Louis Gave (@gave_vincent)--CEO of Hong Kong money manager Gavekal--in London recently. Louis has been investing in China for almost 30 years. When it comes to REALLY understanding China, Louis is second to none. Insights from our chat ⬇️🧵
122K
Stephen McBride
@DisruptionHedge
Jul 24, 2023
The world spent $4 trillion+ over the past two decades on the clean energy transition ($1 trillion in 2022 alone) Imagine if instead of funding "renewables"... we had spent it developing and deploying a new generation of #NuclearEnergy The cleanest... safest... most reliable
21K
Stephen McBride
@DisruptionHedge
Aug 11, 2025
Can you believe supersonic flight was illegal for 52 years? Supersonic flight can get you from NY to London in 2.5 hours, instead of the 8 hours it currently takes. We’ve had the technology to do this since the 1970s... BUT🧵
29K
Stephen McBride
@DisruptionHedge
Jul 3, 2023
The investment case for #uranium in 5 charts
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Stephen McBride
@DisruptionHedge
Jul 18, 2023
MEGA THREAD for all the #uranium bulls and #nuclear non believers Legendary director @TheOliverStone recently released @NuclearNowFilm Here's the key takeaways, lessons, insights from the most important documentary of the last decade @quakes99 @uraniuminsider @Yellowbull11
40K
Stephen McBride
@DisruptionHedge
May 7, 2025
"Red Bull?" Not water... Valar Atomics @valaratomics secretary offered us a Red Bull at 4pm. Says everything you need to know about the energy in El Segundo, CA This place is special, the next Silicon Valley. I’m convinced the next trillion-dollar companies are hatching here🧵
20K
Stephen McBride
@DisruptionHedge
Jun 14, 2023
The top performing energy stock so far this year? Cameo $CCJ I've owned the #uranium giant since 2018. Here's why it's headed higher...
36K
Stephen McBride
@DisruptionHedge
Jul 6, 2023
What if I told you we’re on the cusp of a #nuclear renaissance? #NuclearEnergy is coming off its most pivotal year in half a century. Every major government is doing a U-turn in favor of nuclear
11K
Stephen McBride
@DisruptionHedge
Jul 17, 2025
Great chatting with the rainmaker himself @ADoricko
8.2K
Stephen McBride
@DisruptionHedge
Jul 18, 2023
The "Exxon of #uranium" Cameco $CCJ just hit its highest price since since March 2011 #Uranium price also at decade highs What is the market telling us? We're on the cusp of a #nuclear renaissance @quakes99 @Yellowbull11 @uraniuminsider
17K
Stephen McBride
@DisruptionHedge
Jun 30, 2023
After almost two years of consolidation, the “Exxon Mobil” of #uranium Cameco $CCJ looks like its breaking out Here's why its time to buy...
24K
Stephen McBride
@DisruptionHedge
Aug 2, 2023
#Uranium giant Cameco $CCJ out with earnings Here's the key takeaways for investors:
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Stephen McBride
@DisruptionHedge
Dec 23, 2024
Replying to @bryan_johnson
One of my favorite quotes is from Ed Thorpe’s autobiography, A Man for All Markets. It’s: “I think each hour spent on fitness is one day less that I’ll spend in a hospital.” Whether you’re 18 or 80, exercise is essential. You won’t only look better, you’ll also feel more alive.
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