BD Investing
Video‑first investing educator who teaches ETF selection/analysis for beginners and shares evergreen ETF strategy content.
SPY Near All‑Time High, V‑Shape Recovery Questions Bearish Stance
$SPY is now 1.7% away from making all time highs. A clean V-Shape recovery & you’re still bearish?
ServiceNow’s Cheap Valuation Hints at $67 Target
Hard to ignore $NOW if it goes to 67 which was 2022 bear market lows 🤔 Service Now has strong growth, solid margins & a cheap valuation of P/OCF of 15.95 below 5-Year Avg of 42.63
Turned $8.19 Into 11x, Eyeing $65 Re‑entry
Bought 305 shares of $RKLB at $8.19. Sold 75% of my position for a 11x… and now I’m seriously considering buying back in at $65. With a Space X IPO this trade isn’t over
Higher‑than‑expected CPI Likely Rattles Markets
CPI Inflation out at 8:30. The expected number is 3.4% vs 2.4%. How will the market react? 🤔
AWS's Trainium Powers Anthropic, Sparks Amazon Gemini Moment
$AMZN is about to have its $GOOG Gemini moment. AWS CEO : “All Anthropic models out today were trained on Trainium.” Anthropic Mythos was most likely trained on Trainium. Trainium chips are sold out
S&P Near Record Highs, Market Breadth Strengthens
S&P is 2.5% away from all time highs, this is not a bull trap. The path of least resistance is higher don’t fight it. Market breadth is improving & bad news is being priced in. Mag 7 also looking stronger
S&P 500 Near Record High, Down 0.87% YTD
The s&p500 is only 3% away from making all time highs and is down -0.87% YTD 🤯 #investing
Top AI Infrastructure Stocks to Buy Now
The AI infrastructure stocks to buy. Get more lists like this in my discord https://whop.com/bd-investing/bd-investing-private-copy/?ref=related_products&funnelId=product_eb17aa26-5da3-4880-8dc4-f0af43d0f4b6
2027 Forward P/E Ratios Show No Market Bubble
How can we be in a bubble if these are the 2027 forward P/E multiples for some of the largest companies in the world: $MU - 4x $ADBE - 9x $CRM - 12x $META - 13x $NVDA - 15x $TSM - 16x $AVGO - 17x $ORCL - 18x $AMD...
Power Surge Fuels AI & Nuclear Stock Picks
This correction is a gift. It’s clear power demand is at all time highs & I’ve been adding these… $IREN — 4.5GW secured, 810MW live + $9.7B Microsoft AI cloud contract. $VST — Nuclear baseload king. 20-year Meta PPA locked in. $VRT —...
Soft Dip, Not Crash: DRAM/NAND Prices Stabilizing
Panic about micron & DRAM /NAND price “crashing” This is a soft dip after higher prices for longer — not a cycle reversal. Don’t confuse cooling with collapsing. $MU $SNDK
War Prolongation Could Drive 5% Inflation, No Rate Cuts
More downside coming in the market. If this war continues for another month…expect 5% inflation with rate cuts out of the picture Study 2022
Helium Shortage Threatens AI Chip Production and Markets
Helium is a key supply for making semiconductor chips. We just blew up 30% of the world supply. No helium means no AI chips. No AI chips means no AI data centers. Supply shock will be felt in the markets🩸
Ackman Buys Meta at 15% Discount, P/E Below 20‑Year Average
Bill Ackman added $META at $625 you can buy here for 15% off at a P/E of 22 below its 20 year avg of 27!
GOOG Breaks 4‑month Pattern, Signals Market Dip
$GOOG bringing this up again just broke a 4-month head & shoulders with rising volume — bearish signal. It’s ~6–8% of S&P 500 Index / QQQ , so bearish for the market Targets: $270 short-term, $250 key
