BD Investing

Substack by BD Investing · launched Oct 31, 2023

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

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Followers

14K

Recommends

1

other newsletters

Growth history

Stats worth sharing

Tracked since Sep 12, 2026 — 32 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Best rank seen

#284

on Sep 22, 2026

Followers added

+1.6K

since tracking began

Reactions per post

8

average, recent posts

Reactions tracked

100

across 12 posts

Tickers covered

4

in tracked posts

Most-reacted post we have seen: August 2026 BD investing Portfolio Update + Market Outlook & Analysis — 25 reactions on Aug 8, 2026.

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Recent posts

• Why Rate Hikes Don’t Always Kill Bull Markets—and What It Means for AI Stocks (Case Study)

  Sep 12, 2026Paid6 reactions0 comments1 restacks

• BD Portfolio Update Sept 2026 + Sept Outlook

  Sep 12, 2026Paid2 reactions0 comments0 restacks

• Cerebras (CBRS): Deepdive on the World's Fastest AI Chip

  Sep 10, 2026Paid5 reactions0 comments1 restacks

  CBRS

• NBIS: What Meta and Microsoft See That Michael Burry Is Missing

  Aug 27, 202613 reactions0 comments0 restacks

  NBIS

• SpaceX Is Closer to Profitability Than We Think

  Aug 9, 2026Paid7 reactions0 comments1 restacks

• KLA Corporation Deepdive (KLAC): Leader in Semiconductor inspection

  Aug 8, 2026Paid4 reactions0 comments0 restacks

  KLAC

• August 2026 BD investing Portfolio Update + Market Outlook & Analysis

  Aug 8, 2026Paid25 reactions0 comments2 restacks

• Amazon Raised Its AI Bill to $220 Billion—and Shares Still Surged 15%

  Aug 1, 20266 reactions0 comments1 restacks

• Google Q2 earnings deepdive : Why is google down?

  Jul 23, 2026Paid6 reactions0 comments1 restacks

• Gold’s Next Move Could Shock the World — China Is Quietly Buying the Dip

  Jul 22, 2026Paid6 reactions0 comments0 restacks

• The Market Isn’t Done Bleeding—and Insiders Are Sending a Warning

  Jul 19, 2026Paid12 reactions0 comments0 restacks

• FPS Forgent Power Solutions : The Power Infrastructure Stock solving the AI bottleneck Nobody Knows Yet

  Jul 8, 2026Paid8 reactions0 comments0 restacks

  FPS

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: BD Investing. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 21, 2026.