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Beachman AI’s Investing Whispers

Using AI to improve my investing and trading AI stocks, growth tech stocks, personal finance, early retirement, stock market, macro economic signals. An early-retired Fortune 5 executive and beach nut.

beachman.substack.comSource feed ↗20 episodes

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🚨New position alert🚨Bought this AI memory stock

Sustainable pricing power and long term demand in a cyclical sector...

Who's actually winning in AI networking?

Networking stocks we own and what we might buy next...

The most useful AI prompt for an investor

Using AI to become a better investor and trader...

🚨New position alert🚨 2 new adds & 1 closed out...all AI

Finding better stocks for my portfolio for the next 12-18 months...

Beachman's Q2 2026 earnings analyses and stock scorecards

For his SWAT portfolio stocks and other key stocks on his watchlist...

How we invest through this market volatility

We have seen this movie before...

Our re-organized S.W.A.T. portfolio: Part 3

Continuing to re-build my portfolio for the next 12-18 months...

Create projects within your AI tool

Using AI to become a better investor and trader...

🚨New position alert🚨 AI infrastructure revenue growth and FCF compounder

Continuing to re-build my portfolio for the next 12-18 months...

Setting up my portfolio for 2027 - Part 2

New sectors, new buys, cutting the fat and considering some hedging...

🚨New position alert🚨 FCF monster with multiple AI tailwinds

And how I am setting up my portfolio for the summer...

Setting up my 3 AI investing helpers

Using AI to become a better investor and trader...

Time to buy Oracle ORCL?

Our current read on the stock...

🚨New position alert🚨A picks and shovels consumer AI company

A capital-light compounding engine with stellar growth and margins...

Would I buy NVDA today?

Beachman's full report and preferred BUY points on NVDA's Q1 earnings

Learning to use AI to become a better investor

Walk with me as Beachman AI takes shape...

Sell in May and go away...is that the right plan?

We need to consider alternative market trajectories...

🚨New Position Alert🚨: We just bought our neocloud pick for our SWAT portfolio

Markets have moved on from the ME war...

Time to buy Microsoft MSFT?

Our current read on the stock...

Time to buy Tesla TSLA?

Our current read on the stock...