# 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 Page: Feed: --- ## [SpaceX Is Closer to Profitability Than We Think](https://bdinvesting.substack.com/p/spacex-is-closer-to-profitability) _2026-08-09 · Anthony Holstein_ How SpaceX’s AI satellites "Starmind" could unlock massive cash flow ## [KLA Corporation Deepdive (KLAC): Leader in Semiconductor inspection](https://bdinvesting.substack.com/p/kla-corporation-moat-in-semiconductor-equipment) _2026-08-08 · BD Investing_ 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](https://bdinvesting.substack.com/p/august-2026-bd-investing-portfolio) _2026-08-08 · BD Investing_ 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%](https://bdinvesting.substack.com/p/amazon-raised-its-ai-bill-to-220) _2026-08-01 · BD Investing_ 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?](https://bdinvesting.substack.com/p/google-q2-earnings-deepdive-why-is) _2026-07-23 · BD Investing_ 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](https://bdinvesting.substack.com/p/golds-next-move-could-shock-the-world) _2026-07-22 · BD Investing_ 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](https://bdinvesting.substack.com/p/the-market-isnt-done-bleedingand) _2026-07-19 · Trade with EagleTradesX🦅_ 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](https://bdinvesting.substack.com/p/fps-forgent-power-solutions-the-power) _2026-07-08 · BD Investing_ +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](https://bdinvesting.substack.com/p/micron-just-posted-the-biggest-beat) _2026-06-25 · BD Investing_ 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](https://bdinvesting.substack.com/p/aaoi-deepdive-betting-on-photonics) _2026-06-20 · Pawan | Learn Invest Grow_ 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. ## [Crypto Payments, No Custody (Sponsored)](https://crawlproof.com/a/uwdXe64KYXn1) _2026-06-20 · **Sponsored**_ Send crypto to merchant wallets via API with real-time updates and automatic fees. ## [Why I sold $IREN](https://bdinvesting.substack.com/p/why-i-sold-iren) _2026-06-19 · BD Investing_ 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](https://bdinvesting.substack.com/p/crdo-solving-the-connectivity-bottleneck) _2026-06-06 · BD Investing_ 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](https://bdinvesting.substack.com/p/blue-origins-setback-to-impact-most) _2026-06-01 · Anthony Holstein_ Here is how bad this anomaly is for the entire space industry ## [Why Intuitive Machines’ 30% Intraday Drop Is a Total Overreaction](https://bdinvesting.substack.com/p/why-intuitive-machines-30-intraday) _2026-05-26 · Anthony Holstein_ 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](https://bdinvesting.substack.com/p/could-warsh-trigger-the-next-market) _2026-05-23 · BD Investing_ BD MACRO: My prediction & what i'm doing next ## [SpaceX Is Really an AI Stock in Disguise](https://bdinvesting.substack.com/p/spacex-is-really-an-ai-stock-in-disguise) _2026-05-21 · Anthony Holstein_ Here is what the S-1 reveals before you invest. ## [Building Wealth from the 239,000-Mile Marketplace](https://bdinvesting.substack.com/p/building-wealth-from-the-239000-mile) _2026-05-17 · Anthony Holstein_ How retail investors can benefit from the growing lunar economy ## [Why you must understand the Zeta Global + Snowflake Partnership](https://bdinvesting.substack.com/p/why-you-must-understand-the-zeta) _2026-05-15 · Wealthmatica_ A Business Intelligence AI darling in disguise. ## [My Portfolio & Holdings (May 2026)](https://bdinvesting.substack.com/p/my-portfolio-and-holdings-may-2026) _2026-05-14 · BD Investing_ YTD performance : 11.66% vs SPY 8.66%, YTD moonshots : 29.23% vs IWM 13.6% ## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/H3Nsf3w0elak) _2026-05-14 · **Sponsored**_ Earn rewards when friends get the Graphite Business Card through your referral. ## [The real winners are AI infrastructure stocks](https://bdinvesting.substack.com/p/the-real-winners-are-ai-infrastructure) _2026-05-13 · BD Investing_ Coming from a 10 year electrician & Electrical Engineer