BD Investing
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
- Top in Finance
- #342
- Subscribers
- 12K
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 100
- Paid plan
- $29.99/mo
rounded by Substack
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 1 post headline in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
12K on Sep 12, 2026 → 12K on Oct 2, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #342 today · #285 a week ago
Stats worth sharing
Tracked since Sep 12, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 66%
- Best rank seen
- #284
- Rank, 7 days
- −57 places
- Posts
- 3
- Reactions per post
- 8
- Reactions tracked
- 100
- Tickers covered
- 4
of 525 ranked finance newsletters
on Sep 22, 2026
last 30 days
average, recent posts
across 12 posts
in tracked posts
Most-reacted post we have seen: August 2026 BD investing Portfolio Update + Market Outlook & Analysis — 25 reactions on Aug 8, 2026.
Recent posts
- Why Rate Hikes Don’t Always Kill Bull Markets—and What It Means for AI Stocks (Case Study)
- BD Portfolio Update Sept 2026 + Sept Outlook
- Cerebras (CBRS): Deepdive on the World's Fastest AI Chip
- NBIS: What Meta and Microsoft See That Michael Burry Is Missing
- SpaceX Is Closer to Profitability Than We Think
- KLA Corporation Deepdive (KLAC): Leader in Semiconductor inspection
- August 2026 BD investing Portfolio Update + Market Outlook & Analysis
- Amazon Raised Its AI Bill to $220 Billion—and Shares Still Surged 15%
- Google Q2 earnings deepdive : Why is google down?
- Gold’s Next Move Could Shock the World — China Is Quietly Buying the Dip
- The Market Isn’t Done Bleeding—and Insiders Are Sending a Warning
- FPS Forgent Power Solutions : The Power Infrastructure Stock solving the AI bottleneck Nobody Knows Yet
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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 2, 2026.