# new position (audio feeds) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover new position. Page: Feed: --- ## [🚨New position alert🚨Bought this AI memory stock](https://beachman.substack.com/p/new-position-alertbought-this-ai) _2026-08-17 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Sustainable pricing power and long term demand in a cyclical sector... ## [New Position: The Small-Cap Stock Behind Unitree’s Robotics Boom](https://10xdisruptivestocks.substack.com/p/new-position-my-hidden-bet-on-the) _2026-08-12 · Futurist · Disruptive Stocks - Futurist_ I’ve added a new Robotics position to my portfolio. ## [New Position: The Silent Bottleneck Behind AI, Robotics & Defense](https://10xdisruptivestocks.substack.com/p/new-position-the-silent-bottleneck) _2026-08-04 · Futurist · Disruptive Stocks - Futurist_ Walk into any conversation about the future technology right now and you will hear the same two words. ## [Follow The Capital - 7 Disruptive Theme ETFs](https://10xdisruptivestocks.substack.com/p/thematic-etfs-ai-space-robotics) _2026-08-04 · Futurist · Disruptive Stocks - Futurist_ The complete ETF map of the next tech cycle: SMH, DRAM, LAZR, NASA, KOID, GRID, REMX. Holdings, costs, risks, and which two are actually worth owning. ## [Who's actually winning in AI networking?](https://beachman.substack.com/p/whos-actually-winning-in-ai-networking) _2026-08-02 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Networking stocks we own and what we might buy next... ## [Why AI and Semis Are Selling Off: The Real Reasons Explained](https://10xdisruptivestocks.substack.com/p/why-ai-and-semis-are-selling-off) _2026-07-29 · Futurist · Disruptive Stocks - Futurist_ Nine drivers. Ranked by how much they matter. ## [The most useful AI prompt for an investor](https://beachman.substack.com/p/the-most-useful-ai-prompt-for-an) _2026-07-28 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Using AI to become a better investor and trader... ## [🚨New position alert🚨 2 new adds & 1 closed out...all AI](https://beachman.substack.com/p/new-position-alert-2-new-adds-and) _2026-07-21 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Finding better stocks for my portfolio for the next 12-18 months... ## [Beachman's Q2 2026 earnings analyses and stock scorecards](https://beachman.substack.com/p/beachmans-q2-2026-earnings-analyses) _2026-07-19 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ For his SWAT portfolio stocks and other key stocks on his watchlist... ## [Elon Musk’s Latest $1 Billion Bet Reveals AI’s Next Bottleneck](https://10xdisruptivestocks.substack.com/p/elon-musk-gas-turbine-company-ai-power) _2026-07-17 · Futurist · Disruptive Stocks - Futurist_ Elon Musk just spent roughly $1 billion buying a gas-turbine company. ## [Dissecting Series A Rounds (Sponsored)](https://crawlproof.com/a/1nJknFyooWER) _2026-07-17 · **Sponsored**_ Two real Series A cases: timelines, investor sequencing, and common founder mistakes. ## [How we invest through this market volatility](https://beachman.substack.com/p/how-we-invest-through-this-market) _2026-07-16 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ We have seen this movie before... ## [Humanoid Robotics Theme: Hidden Gems, Small Caps & Leaders](https://10xdisruptivestocks.substack.com/p/humanoid-robotics-investment) _2026-07-13 · Futurist · Disruptive Stocks - Futurist_ Humanoid robotics is the next Multi-Trillion-Dollar Buildout ## [Our re-organized S.W.A.T. portfolio: Part 3](https://beachman.substack.com/p/our-re-organized-swat-portfolio-part) _2026-07-09 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Continuing to re-build my portfolio for the next 12-18 months... ## [AI Research Framework #1: Finding Winning Investment Themes](https://10xdisruptivestocks.substack.com/p/the-ai-prompt-for-finding-winning) _2026-07-06 · Futurist · Disruptive Stocks - Futurist_ Most Investors Use AI the Wrong Way ## [Create projects within your AI tool](https://beachman.substack.com/p/create-projects-within-your-ai-tool) _2026-07-04 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Using AI to become a better investor and trader... ## [The First Pure-Play Humanoid Robot Stock You Can Actually Buy](https://10xdisruptivestocks.substack.com/p/the-first-pure-play-humanoid-robot) _2026-07-01 · Futurist · Disruptive Stocks - Futurist_ For two years, the most exciting theme in technology has been almost impossible to actually buy. ## [Three Fuel Cell Stocks Powering the AI](https://10xdisruptivestocks.substack.com/p/why-oracle-abandoned-the-grid-for) _2026-06-30 · Futurist · Disruptive Stocks - Futurist_ Most investors understand that AI needs chips. ## [🚨New position alert🚨 AI infrastructure revenue growth and FCF compounder](https://beachman.substack.com/p/new-position-alert-ai-infrastructure) _2026-06-30 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Continuing to re-build my portfolio for the next 12-18 months... ## [The Future of Genomics: 6 Stocks Building the Next Era of Medicine](https://10xdisruptivestocks.substack.com/p/best-genomics-stocks) _2026-06-29 · Futurist · Disruptive Stocks - Futurist_ I started this newsletter because I believe the biggest investment opportunities come from long-term technological shifts, not short-term market trends. ## [New Position: The AI Energy Bottleneck Wall Street Is Missing](https://10xdisruptivestocks.substack.com/p/new-position-the-ai-energy-bottleneck) _2026-06-25 · Futurist · Disruptive Stocks - Futurist_ I added a new position to my portfolio yesterday. ## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/uH9t1ehtbsGY) _2026-06-25 · **Sponsored**_ Earn rewards when a friend signs up for the Graphite Business Card ## [The Silent Bottleneck: The Grid Infrastructure Stocks Winning the AI Race](https://10xdisruptivestocks.substack.com/p/the-silent-bottleneck-the-grid-infrastructure) _2026-06-22 · Futurist · Disruptive Stocks - Futurist_ The AI power story is quietly entering its most lucrative phase, and almost everyone is looking in the wrong direction. ## [Weekly Recap: New AI Energy Position Added](https://10xdisruptivestocks.substack.com/p/weekly-recap-ai-infrastructure-leads-new-ai-energy-position) _2026-06-21 · Futurist · Disruptive Stocks - Futurist_ Theme Performance This Week ## [Setting up my portfolio for 2027 - Part 2](https://beachman.substack.com/p/setting-up-my-portfolio-for-2027) _2026-06-17 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ New sectors, new buys, cutting the fat and considering some hedging... ## [3 Nuclear Stocks Powering The AI Era](https://10xdisruptivestocks.substack.com/p/top-3-nuclear-stocks-ai-energy-boom) _2026-06-15 · Futurist · Disruptive Stocks - Futurist_ Nuclear could become one of the biggest investment themes of the next decade. ## [🚨New position alert🚨 FCF monster with multiple AI tailwinds](https://beachman.substack.com/p/new-position-alert-fcf-monster-with) _2026-06-11 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ And how I am setting up my portfolio for the summer... ## [Before I Research A Stock, I Run This 5-Minute AI Test](https://10xdisruptivestocks.substack.com/p/ai-stock-evaluation-prompt) _2026-06-11 · Futurist · Disruptive Stocks - Futurist_ Most investors use AI to find reasons to buy. ## [The Next AI Bottleneck Theme](https://10xdisruptivestocks.substack.com/p/the-next-ai-bottleneck-theme) _2026-06-09 · Futurist · Disruptive Stocks - Futurist_ This Fourth AI bottleneck could create the next generation of winners ## [The Four Forces Behind Friday's Selloff](https://10xdisruptivestocks.substack.com/p/friday-wasnt-a-crash-heres-what-actually) _2026-06-07 · Futurist · Disruptive Stocks - Futurist_ A lot of retail investors woke up Saturday thinking Friday was the start of a crash. ## [The Only 9 Themes I Need for the Next Decade](https://10xdisruptivestocks.substack.com/p/9-disruptive-stock-themes) _2026-06-04 · Futurist · Disruptive Stocks - Futurist_ Most retail investors track 200 stocks. ## [Setting up my 3 AI investing helpers](https://beachman.substack.com/p/setting-up-my-3-ai-investing-helpers) _2026-06-03 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Using AI to become a better investor and trader... ## [CLI-first decentralized GPU compute (Sponsored)](https://crawlproof.com/a/WGuktUQqmJlz) _2026-06-03 · **Sponsored**_ Pay workers or run your GPU for FFmpeg transcode and AI inference. ## [My Top 3 Swing Setups Right Now](https://10xdisruptivestocks.substack.com/p/my-top-3-swing-setups-right-now) _2026-06-03 · Futurist · Disruptive Stocks - Futurist_ Three setups. Three themes. One pattern hiding underneath. ## [Theme Radar](https://10xdisruptivestocks.substack.com/p/theme-radar-8-disruptive-themes-im) _2026-06-01 · Futurist · Disruptive Stocks - Futurist_ Where I See the Best Opportunities Right Now ## [Time to buy Oracle ORCL?](https://beachman.substack.com/p/time-to-buy-oracle-orcl) _2026-05-29 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Our current read on the stock... ## [🚨New position alert🚨A picks and shovels consumer AI company](https://beachman.substack.com/p/new-position-alerta-picks-and-shovels) _2026-05-25 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ A capital-light compounding engine with stellar growth and margins... ## [Would I buy NVDA today?](https://beachman.substack.com/p/would-i-buy-nvda-today) _2026-05-21 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Beachman's full report and preferred BUY points on NVDA's Q1 earnings ## [Learning to use AI to become a better investor](https://beachman.substack.com/p/learning-to-use-ai-to-become-a-better) _2026-05-19 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Walk with me as Beachman AI takes shape... ## [Sell in May and go away...is that the right plan?](https://beachman.substack.com/p/sell-in-may-and-go-awayis-that-the) _2026-05-06 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ We need to consider alternative market trajectories... ## [🚨New Position Alert🚨: We just bought our neocloud pick for our SWAT portfolio](https://beachman.substack.com/p/new-position-alert-we-just-bought) _2026-04-16 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Markets have moved on from the ME war... ## [Time to buy Microsoft MSFT?](https://beachman.substack.com/p/time-to-buy-microsoft-msft) _2026-04-09 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Our current read on the stock... ## [Time to buy Tesla TSLA?](https://beachman.substack.com/p/time-to-buy-tesla-tsla) _2026-04-04 · Beachman🏖️☀️ · Beachman AI’s Investing Whispers_ Our current read on the stock...