SpaceX Is Closer to Profitability Than We Think
How SpaceX’s AI satellites "Starmind" could unlock massive cash flow
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
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Latest episodes
KLA Corporation Deepdive (KLAC): Leader in Semiconductor inspection
The most important question in AI chip manufacturing is not "can we build it?" It is "how many survive the build?" KLA is the company that answers that question — and it has a 56% market share
August 2026 BD investing Portfolio Update + Market Outlook & Analysis
Recent portfolio changes, my updated market outlook, and where I stand on the “AI bubble” debate.
Amazon Raised Its AI Bill to $220 Billion—and Shares Still Surged 15%
Amazon’s earnings revealed Wall Street’s new rule for the AI trade: massive spending will be rewarded only when companies can show visible revenue, profit, and contracted demand.
Google Q2 earnings deepdive : Why is google down?
Strong EPS and earnings beat so why is this AI giant down after hours?
Gold’s Next Move Could Shock the World — China Is Quietly Buying the Dip
Gold has fallen nearly 25% from its January peak. But while retail investors are losing interest, China and global central banks are preparing for something much bigger.
The Market Isn’t Done Bleeding—and Insiders Are Sending a Warning
SPY is leaning on 740. QQQ is sitting above 686. Insider selling, earnings, war, oil and the midterm setup could decide whether this is another dip—or the beginning of a much bigger move.
FPS Forgent Power Solutions : The Power Infrastructure Stock solving the AI bottleneck Nobody Knows Yet
+80% since IPO. 103% revenue growth. Book-to-bill of 2.3×. Backlog growing to $2.4B as of May 2026 while the company operates at just 30% of its $5B capacity. Is FPS the next Vertiv?
Micron Just Posted the Biggest Beat of the AI Memory Supercycle — Here's the earnings Breakdown
Revenue +346%. Gross margin at 86% — higher than NVIDIA. A $100B revenue floor locked through 2030. Here's what actually matters from Micron's Q3 print, and where the risk sits now.
AAOI Deepdive : Betting on Photonics for AI data centres
Revenue up 83% in 2025. $1.1B+ guided for 2026. A Texas manufacturing ramp, $324M in backlocked orders, and a 6.5× capacity expansion underway. Here is the full story — risks and all.
Why I sold $IREN
The IREN Bull Case Is Huge, But So Are the Risks : The AI Data Centre Trade Is Getting Crowded
CRDO: Solving the Connectivity Bottleneck— Why the Post-Earnings Dip Is the Entry You've Been Waiting For
FY2026 revenue tripled. Net income rose 5×. The stock dropped 12%. Here's what the market got wrong.
Blue Origin's Setback to Impact Most Space Companies
Here is how bad this anomaly is for the entire space industry
Why Intuitive Machines’ 30% Intraday Drop Is a Total Overreaction
NASA has revealed first plan and first awards for a moon base.
Could Warsh Trigger the Next Market Crash? 5 Challenges Facing the New Fed
BD MACRO: My prediction & what i'm doing next
SpaceX Is Really an AI Stock in Disguise
Here is what the S-1 reveals before you invest.
Building Wealth from the 239,000-Mile Marketplace
How retail investors can benefit from the growing lunar economy
Why you must understand the Zeta Global + Snowflake Partnership
A Business Intelligence AI darling in disguise.
My Portfolio & Holdings (May 2026)
YTD performance : 11.66% vs SPY 8.66%, YTD moonshots : 29.23% vs IWM 13.6%
The real winners are AI infrastructure stocks
Coming from a 10 year electrician & Electrical Engineer