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 | Daily |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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bdinvesting.substack.comLatest Issues
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.
Building Wealth from the 239,000-Mile Marketplace
How retail investors can benefit from the growing lunar economy
Last month, you’ve likely heard or even seen live the historic achievement of four astronauts orbiting the Moon for the first time in 50 years. Artemis II marked the second mi...
Why you must understand the Zeta Global + Snowflake Partnership
Official Announcement: May 14th, 2026.
Zeta Global & Snowflake strike a partnership to develop an OSI with the purpose “to create a common, vendor-agnostic specification that defines semantic metadata.”
But, what the heck does that...
My Portfolio & Holdings (May 2026)
YTD performance : 11.66% vs SPY 8.66%, YTD moonshots : 29.23% vs IWM 13.6%
Hey everyone — here’s my full portfolio breakdown for May 2026 and all of my current holdings 📊
The real winners are AI infrastructure stocks
Coming from a 10 year electrician & Electrical Engineer
As someone who’s worked as an electrician/engineer for 10 years in power & industrial plants , I see millions of dollars getting poured into these sectors.
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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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