Anthony Holstein
Publishes 1 feed
BD Investing
Long-term investor focused on AI infrastructure, macro trends, and high-quality compounders. I combine fundamentals, technicals, and macro to identify asymmetric opportunities. You will also get my stock buy/sell alerts
20 posts · contributor
Lately
SpaceX Is Closer to Profitability Than We Think
KLA Corporation Deepdive (KLAC): Leader in Semiconductor inspection
August 2026 BD investing Portfolio Update + Market Outlook & Analysis
Amazon Raised Its AI Bill to $220 Billion—and Shares Still Surged 15%
Google Q2 earnings deepdive : Why is google down?
Gold’s Next Move Could Shock the World — China Is Quietly Buying the Dip
The Market Isn’t Done Bleeding—and Insiders Are Sending a Warning
FPS Forgent Power Solutions : The Power Infrastructure Stock solving the AI bottleneck Nobody Knows Yet
Micron Just Posted the Biggest Beat of the AI Memory Supercycle — Here's the earnings Breakdown
AAOI Deepdive : Betting on Photonics for AI data centres
Why I sold $IREN
CRDO: Solving the Connectivity Bottleneck— Why the Post-Earnings Dip Is the Entry You've Been Waiting For
Everything on this page was read from markup Anthony Holstein published — a rel="me" link, an h-card, or the feed’s own author element. Nothing was inferred from anywhere else. To correct or remove it, get in touch. Machine-readable: JSON