BD Investing
Substacknewsletter · by BD Investing · English
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
- Audience
- 8K subscribers
- Shown publicly on Substack
- Observed frequency
- Every two weeks
- From 6 posts indexed in the last 90 days
- Last post
- Nov 1, 2026
- 7 days ago
- Likely audience
- traders
- Inferred from post content
BD Investing is a Substack newsletter by BD Investing covering market analysis, QQQ ETF and AI capex. NewsletterFIT indexed 6 posts from it in the last 90 days, most recently on Nov 1, 2026. Shown publicly on Substack: 8K subscribers.
Topics
- market analysis
- QQQ ETF
- AI capex
- interest rates
- Fed policy
Recent posts
- AMD Just…
- October Stockmarket…
- SpaceX was…
- Vertiv ($VRT)…
- Why Rate…
- BD Portfolio…
Sponsors detected
No sponsored posts detected in the last 180 days of indexed posts.
Detected automatically from posts marked as sponsored. Detection can miss or misread placements.
See the full picture on BD Investing
Subscriber momentum over time, every detected sponsor with the source post, companies and people it mentions, guests, and an alert when any of it changes.
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Compiled from public pages · refreshed Nov 4, 2026 · How NewsletterFIT collects and labels data
