BD Investing
Video‑first investing educator who teaches ETF selection/analysis for beginners and shares evergreen ETF strategy content.
Buying Dips in AI Infrastructure Stocks for Future Growth
I’m buying every major dip on these stocks $AAOI — Supplies AI transceivers that convert electrical signals into light for faster data center networking. $LITE — Nvidia invested $2B to secure its lasers and photonics for next-generation AI factories. $CRDO — Connects AI GPUs with high-speed cables and networking chips, reducing power and latency. $DRAM — Memory chips are the fuel for AI; HBM demand continues exploding with Nvidia systems.
Credo's AI‑grade Interconnect Chips Set for 4× Growth
Deepdive on $CRDO and why this is an opportunity- Credo makes chips that move data between servers inside data centers. As AI models get bigger, they need faster, lower-power links — CRDO builds exactly that. Revenue is expected to grow...
AI Memory Supercycle Driven by DRAM ETF Leaders
If the market pulls back a reminder what the $DRAM etf is holding & where the bottleneck is. $MU — Powers the AI memory supercycle; DRAM and NAND demand is just getting started. SK Hynix — Dominates HBM supply; NVIDIA can’t ship...
Fed Should Quiet Down, Embrace Meeting‑by‑Meeting Decisions
Warsh Wants the Fed to Shut Up. Less is more. The problem with Powell and Yellen was too many appearances and too much commentary. Every speech moved markets and created more volatility than necessary. Warsh’s approach is “less is more.” He believes...
Connectivity Drives 70% of SpaceX Revenue, Starlink Leads
Starlink brought 70% of SpaceX revenue proving that connectivity is the real business . $SPCX Q1 Performance • Revenue: $4.69B • Connectivity: $3.3B • AI: $818M • Space: $619M I remain bullish on $ASTS & space-based connectivity
SpaceX Revealed as AI‑driven Connectivity Powerhouse in S‑1
Space X is actually 3 companies in one. Space , connectivity & AI $SPCX. Today, SpaceX has released its long-awaited S-1 to go public on the Nasdaq. We just did a deep dive from the S-1 filing. 👉🏽 https://open.substack.com/pub/bdinvesting/p/spacex-is-really-an-ai-stock-in-disguise?r=1fden7&utm_medium=ios
Space Infrastructure: The Next Trillion‑Dollar Frontier
The next trillion-dollar opportunity may be space infrastructure. From rockets to lunar infrastructure, companies like $RKLB $LUNR are building the picks and shovels of the space economy. Read the substack ⬇️ https://open.substack.com/pub/bdinvesting/p/building-wealth-from-the-239000-mile?r=1fden7&utm_medium=ios
CPI Spikes to 3.8%, Dampening Rate‑cut Hopes
Inflation CPI just came at 3.8% higher then expected. Last month CPI was 3.3%. Inflation is running hot & this will lower the chance of rate cuts
SK Hynix, Samsung, Micron Control 75% of DRAM Market
Chip stock valuations , not surprised to see SK Hynix , Samsung & $MU at the top. They also make up 75% of $DRAM
Free AMD Price Target Deep Dive – Subscribe Now
👉🏽 You can read my free Deepdive on $AMD here. Make sure to subscribe https://bdinvesting.substack.com/p/amd-price-target-deepdive?r=1fden7&utm_medium=ios&triedRedirect=true
AI's Backbone: Must‑Own Data‑Center Stocks
Key stocks in the data centre value chain. Ai can’t run without them $AMD — CPU compute for AI training and inference $VRT — Cooling and power delivery for dense GPU clusters. $MU — HBM memory; feeds data to GPUs at speed. $SNDK...
Google Climbs While Amazon, Microsoft, Meta Slide
Big tech earnings stock moves so far : $GOOG +3.5% 🟢 $AMZN -1.0% 🔴 $MSFT -1.6% 🔴 $META -6.0% 🔴
Visa's Double-Digit Growth Fuels $7.9B Buyback
Visa continues to be a beautiful compounder with Strong double-digit growth & did $7.9B in buybacks $V
Visa Posts Double‑digit Earnings Growth and $20B Buyback
$V Q2’26 EARNINGS up 4% everyone • Revenue $11.23B vs $10.74B ✅ • Adj EPS $3.31 vs $3.10 ✅ • Payments Volume +9% • Cross-Border +12% • Transactions 66.1B vs 66.39B ⚠️ Highlights: • Strong double-digit growth (+17% rev, +20% EPS) • Cross-border still leading (high-margin driver) •...
HOOD Misses
$HOOD Q1 EARNINGS down -6% everyone • Revenue $1.07B vs Est. $1.14B ❌ • EPS $0.38 vs Est. $0.39 ❌ • Net Income $346M vs Est. $354M ❌ • Total Platform Assets: $307B (+39% YoY) ✅ • Gold Subscribers: 4.3M (+36% YoY) ✅ • ARPU:...