BD Investing
Video‑first investing educator who teaches ETF selection/analysis for beginners and shares evergreen ETF strategy content.
Govt's Strategic Stakes Beat Retail Portfolios
The White House just outperformed your portfolio $USAR — Gov took 10% equity stake via $1.6B investment to onshore rare earth supply chain. $INTC — DoD stake made it a strategic national asset ; acquired at $20.47/share $AMD — Pays the U.S. government 15% of MI308 China chip sales revenue in exchange for export licenses $MP — DoD holds ~15% via preferred shares/warrants ; core military rare-earth supplier by design.
Hardware Stocks Remain Undervalued per PEG Ratio
According to the PEG ratio hardware stocks like $MU $LITE $AMD are still cheap 😳
White House Declares Grid Critical, Boosting Infrastructure Stocks
The White House just announced that grid infrastructure is essential to national defense. Here are the stocks that benefit : Grid Equipment & Infrastructure: $ETN (Eaton) $GEV (GE Vernova) $HUBB (Hubbell) $PWR (Quanta Services) Utilities & Power Generation: $NEE (NextEra Energy) $CEG (Constellation Energy) $VST (Vistra) Data Center Power &...
Hidden AI Infrastructure Companies Power the Next Compute Boom
The boring AI infrastructure stack nobody talks about 💡 $FIX — installs HVAC in data centers. No cool air, no compute. $VST — Texas power plants that never sleep. AI signs directly with them. $VRT — liquid cooling inside every hyperscaler. NVDA...
Subscribe for Full Stock Thesis, Research, & Trades
Will be starting a substack , here I will post my full thesis on stocks, deep research , macro analysis , my buy & sells. So make sure you’re subscribed https://bdinvesting.substack.com
AI Data Centers Driving Photonics Stock Surge Amid Copper Limits
Photonics stocks are rising because AI data centers are hitting copper’s physical bandwidth limits. Optical interconnects carry more data, faster, over longer distances. Hyperscalers are now mandating the transition at scale, creating a structural supply shortage across transceivers, lasers, and...
AI Bottleneck Solutions Drive Revenue Growth
Estimated revenue for stocks solving AI bottleneck in optics, connectivity, compute and memory: SK Hynix $AAOI $CRDO $AMD Do you understand now?
CPU Demand Surges; Intel Sees Strong Data Center Growth
Agentic workloads are increasing demand for CPUs, $INTC CEO said data center CPU demand remains strong and foundry improvements are running well ahead of schedule. Im so bullish $AMD
Tech Component Shortages Boost Our Portfolio Holdings
There’s a shortage in • Memory + storage $DRAM $MU • Optical Transceivers $LITE $AAOI • Power infrastructure $VRT $ETN • CPU shortage $AMD $INTC And we own stocks in each of those sectors
Lumentum to Triple Revenue as Photonics Limits AI Speed
Lumentum is expected to 3x its revenue by 2028. Photonics & the speed data is transferred is the real Ai bottleneck $LITE
Invest in AI Infrastructure: The Real Money in 2026
AI • SPACE • PHOTONICS • POWER The real money in 2026 is in the picks & shovels powering the future 👇 We’re talking: ⚡ AI neocloud + GPUs 🔌 Data center power & energy 🌐 Fiber optic cables + networking 🔦 Lasers & photonics 🚀 Rockets...
2026 Must‑Watch Space Stocks: Real Revenue, Moon Missions
Top Space stocks for 2026 - Space X IPO $RKLB — Builds rockets + satellites end-to-end. The only real SpaceX alternative with actual revenue. $ASTS — Connects your existing phone directly to satellites. AT&T & Google are already in. $FLY — Defense +...
White House Pushes Space Nuclear Reactor Investments by 2030
The White House is telling you exactly where to invest. They want nuclear reactors in space by 2028 — and on the Moon by 2030. $CCJ $RKLB $GEV $UUUU $LEU $BWXT $SMR $OKLO $MDA Don't overthink it.
Netflix's TikTok‑style Feed to Boost Engagement and Ads
All the $NFLX bears are not pricing in a addictive TikTok-style video feed coming out at the end of April. This means doomscrolling clips from shows, movies & video podcasts. How it benefits Netflix: • ad revenue (big one )...
Anthropic May Add AMD MI450 GPUs to Stack
Rumour: Anthropic is planning to incorporate $AMD GPUs into their hardware stack for the first time starting from MI450.
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
ASML Poised for Massive Growth From Chip Boom
$ASML will be one of the biggest winners for the next 5-10 years Elon Musk announced that Tesla and SpaceX will build an advanced chip “Terafab” manufacturing plant increasing demand for EUV machine SK Hynix is ordering $8B of $ASML...
200‑DMA Breach Triggered Market Crash After April Tariffs
Why is 200dma important? Last year when S&P broke below its 200dma the markets crashed due to april tarrifs
AI Surge Powers Energy, Robotics, and Infrastructure Stocks
AI Relief rally ,these stocks will make millionaires mark my words… $IREN +6.80% ⚡️ AI compute demand rising, energy-powered data centers driving growth higher $SYM +6.52% 🤖 Automation replacing warehouses, robotics adoption accelerating across logistics industry globally $VST +6.52% ⚡️ AI needs power, utilities like Vistra...
AI Capex Surge to $5‑8T Drives These Winners
Follow the smart money , follow the AI capex spending : AI Compute: $NVDA $AMD AI Memory: $MU $PSTG Data Centers: $NBIS $IREN Networking: $ANET Photonics: $COHR $LITE $AAOI Nuclear Energy: $VST $CCJ $CEG Robotics: $SYM $TSLA Satellites: $ASTS Space Launch: $RKLB Cybersecurity: $RBRK $CRWD Fintech: $SOFI $HOOD $5-8 TRILLION...
NVIDIA Pours $4B Into Photonics, AI’s Next Bottleneck
NVIDIA just invested $4B into photonics. Photonics is AIs next bottleneck Here's the full stack mapped out: 1. Substrates & Materials: $AXTI $SOI 2. Crystal Growth / Epitaxy: $IQEPF 3. Foundry & Component Fab: $TSEM $GFS $TSM $UMC $MTSI 4. Test & Packaging: $AEHR $ONTO...
10‑Year Yield Jumps
10y yield spikes as odd of rate hike before end of the year increases by 50% … Jerome Powell was right all along 😂
BoC Holds Rates; War Fuels Rising Inflation
Bank of Canada won’t be cutting rates anytime soon. Inflation is rising because of the war 🇮🇷
SOFI CEO Noto Buys $500K of Stock Post‑short Report
I never seen a CEO so bullish … $SOFI CEO Anthony Noto bought 28,900 shares at $17.32 for $500K today after the Muddy waters short report
Nvidia Unveils DGX Spark with Grace Superchip
Signed $NVDA DGX Spark which features Grace Blackwell superchip (CPU + GPU) & SK Hynix LPDDR5X DRAM memory
Geopolitical Shocks Bottom Fast, Recover in Weeks
Geopolitical shocks feel scary… but history says bottoms come faster than you think. Avg S&P drawdown: -4.6% Avg time to bottom: 19 days Avg recovery: 40 days 6–12 months later? Mostly positive.
Google Updates Top Holdings with New Stocks
Googles Top holdings was just updated $ASTS $PL $RVMD $ARM $FRSH Other notable names : $PATH $OSCR $GTLB $TEM