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
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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bdinvesting.substack.comLatest Issues
CRDO: Solving the Connectivity Bottleneck— Why the Post-Earnings Dip Is the Entry You've Been Waiting For
FY2026 revenue tripled. Net income rose 5×. The stock dropped 12%. Here's what the market got wrong.
"Fiscal '26 marked another defining year for Credo. Revenue exceeded $1.3 billion, more than tripling year-over-year, while non-GAAP net i...
Blue Origin's Setback to Impact Most Space Companies
(Background image credit: Blue Origin)
Blue Origin’s New Glenn rocket tragically exploded Thursday night during a hot-fire test on its launch pad in Cape Canaveral, Florida. This event is dramatic for the whole space industry and reminds u...
Why Intuitive Machines’ 30% Intraday Drop Is a Total Overreaction
(Credit: Intuitive Machines)
Intuitive Machines (, IM) saw its stock crash intraday today, May 26, after NASA awarded the long-awaited Phase 1 of the Lunar Terrain Vehicle (LTV) contracts to competitors Astrolab and Lunar Outpost during it...
Could Warsh Trigger the Next Market Crash? 5 Challenges Facing the New Fed
BD MACRO: My prediction & what i'm doing next
Trump just officially swore in the new Fed Chair, Kevin Warsh, and he’s stepping into one of the most difficult macro environments in years.
SpaceX Is Really an AI Stock in Disguise
Here is what the S-1 reveals before you invest.
Today, SpaceX has released its long-awaited S-1 to go public on Nasdaq (and Nasdaq Texas!) under the symbol $SPCX.
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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.
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