BD Investing
BD Investing, Anthony Holstein, Wealthmatica, Pawan | Learn Invest Grow, EagleTradesX\ud83e\udd85Long-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
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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bdinvesting.substack.comLatest Issues
Amazon Raised Its AI Bill to $220 Billion—and Shares Still Surged 15%
Amazon told investors it now expects to spend $220 billion in 2026.
Its trailing-12-month free cash flow fell from positive $18.2 billion to negative $7.6 billion.
The stock responded by surging 15.3%.
That sounds contradictory until you...
Google Q2 earnings deepdive : Why is google down?
Google just reported amazing earnings with a huge EPS beat EPS $9.11 vs. Est. $2.89 & Revenue $119.8B vs Est. $116.9B. But the EPS seemed to good to be true & because it is.
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The real EPS was : ~$2.85 vs Est. $2.90 (miss)...
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.
Gold has experienced one of its most violent corrections in years.
The Market Isn’t Done Bleeding—and Insiders Are Sending a Warning
The market doesn’t need another bad headline to fall.
It only needs buyers to stop defending the same levels one more time.
Retail traders are still asking where to buy the dip. Meanwhile, corporate insiders—the executives and directors w...
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?
Forgent Power Solutions IPO’d at $27 in February 2026. F...
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Authors
The writers behind this newsletter.
Electrical engineer focused on AI Infra & tech, —blending fundamentals, technicals, and macro to find asymmetric investing opportunities.
21–aerospace technician and engineering student ✈️\ud83d\ude80 Passionate about aerospace, tech & coding. Investing in space to improve life on Earth \ud83c\udf0e Ad Lunam, Ad Astra \ud83d\udcc8⭐️
I write stock reports.
Stocks | ETFs | Long-Term Wealth \ud83d\udca1 Markets explained simply \ud83c\udde8\ud83c\udde6\ud83c\uddfa\ud83c\uddf8 Global investing \ud83e\udd1d Collab: [email protected] ❎ Not financial advice
22-year-old immigrant day trader focused on options and intraday setups. I share daily watchlists, trade ideas, and structured market insights. Helping 5,000+ traders build consistency, discipline, and profitability in the markets. JOIN MY DISCORD\ud83d\udc47
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