Here at the beach, we like to setup our portfolio for future trends at least 9-12 months in advance. This allows us to buy at more attractive prices and sell as the market frenzy pushes the stock higher and close to a topping zone.
For example, we bought stocks like ALAB and BE in the $30s and $40s…earlier than when investors caught onto their stories. Over several months, we rode these stocks higher before selling them for multi-bagger gains.
Today, we are announcing a new stock position that has the potential to ride the upcoming consumer AI wave with Apple rumored to launch the new Siri v2.0 at their June 2026 WWDC event.
AI companies have, thus far, focused on enterprise adoption…no brainer because that is where the volumes are higher and the margins are thicker. However, the consumer AI angle is a multi-trillion dollar TAM that intersects e-commerce, social media, career management, personal finances and health. The consumer AI game is not even in the first inning…they are all on the field warming up and sizing the competition.
Welcome to Beachman AI’s Investing Whispers, where we use everyday AI tools to invest in market-leading stocks and ETFs with a proven record, while taking a long-term horizon and a lower risk approach. Over the past 6 years, our structured investing has delivered an average annual return of +141% at a CAGR of +43%.
We are opening up our chat line to all readers. It is now FREE to join thousands of us in daily discussions about markets, investing and trading. Use this link to chime in on the conversation: Beachman’s Chat Line
NOTE: Only monthly subscriptions are now being offered for this substack.
For Beachman’s other portfolio, check out Beachman’s Salty Trades, with 4 multi-bagger picks cooking, using bottoms up research and technical signal based trade ideation and execution…where we recently logged trade gains of up to +55%.
P.S. Stock Analysis (SA), my favorite financial research service, is offering a special discount exclusively for us. SA provides comprehensive, timely market data via a well-designed, easy-to-use experience and at a very attractive price point. Use the link StockAnalysis and the promo code “BEACHMAN” for an extra 10% discount.
Table of contents
New position - A picks and shovels consumer AI company
Conclusion
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