Dear reader,
Last night’s live event may have been one of the most important presentations I’ve done this year.
Because this wasn’t just another webinar about the market.
It was a deep dive into where I believe the next wave of market leadership is emerging.
During the event, I walked through my private Disruptor 25 Index - a framework designed to track the companies and trends reshaping the future across artificial intelligence, robotics, defense technology, power infrastructure, autonomous systems, healthcare innovation, and the space economy.
And the performance continues to speak for itself.
Since launch, the Disruptor 25 Index is up 22.3%, compared to a gain of just 8.5% for the S&P 500 over the same stretch.
That outperformance is exactly why so many investors joined the live event last night.
But here’s the good news: The replay is now available.
And if you missed it live, I strongly encourage you to go watch it.
7 Disruptive Stocks on My Watchlist
One of the biggest highlights of the event was the discussion around 7 disruptive stocks currently on my watchlist for a future rebalance of the index.
These weren’t mega-cap names everybody already owns.
These were companies tied to some of the most important emerging trends in the market today:
AI infrastructure
directed-energy defense systems
autonomous transportation
robotics
satellite infrastructure
digital finance
and the expanding space economy
In fact, several of the companies discussed have exposure to what could become one of the biggest investing stories of the next several years:
A potential SpaceX IPO.
Spotlight: nLIGHT ($LASR)
One stock I shared during the event was nLIGHT $LASR ( ▲ 2.77% ).
Most investors have never heard of it.
But the company is becoming an increasingly important player in the rapidly growing market for high-energy laser systems tied to defense, autonomous warfare, and advanced military technology.
Recently the company launched its new HADES line of directed-energy products while reporting record aerospace and defense revenue growth.
That matters because modern warfare is changing rapidly.
Drones, autonomous systems, and directed-energy weapons are becoming a much larger part of future defense spending globally.
And companies positioned at the center of those trends could become some of the biggest long-term winners of the next decade.
That is exactly the type of disruption the Disruptor 25 is designed to identify early.
Bottom Line
Again, since launch, the Disruptor 25 Index is up 22.3% versus 8.5% for the S&P 500.
And after watching last night’s presentation, I think you’ll understand why.
If you missed the event live, I highly recommend watching the replay while it’s still available.
Here’s to the future,
Matt McCall
Founder, NXT Wave Research
