As the heralded stock-picker for Motley Fool Stock Advisor and Motley Fool Rule Breakers, David Gardner spends a great deal of time searching for companies poised to disrupt their industries with innovative products, services, and technologies. A longtime investor in Apple (Nasdaq: AAPL), David is a self-proclaimed gadget-geek -- rarely seen at Fool HQ without his trusty iPhone at the ready to check the location of a meeting, research a stock's current CAPS rating, or take notes on his latest product discovery.

But even David has been surprised by the beauty and utility of Apple's latest innovation, the iPad. He's so impressed, in fact, that he believes the iPad might have enough juice to disrupt both the gaming and video industries. And that's not all. In this Fool TV video, Motley Fool's Chief Rule Breaker reveals why he thinks software might be the next sector to get transformed by the iPad.