HeyJaredBeachman AI’s Investing Whispers
Using AI to improve my investing and trading AI stocks, growth tech stocks, personal finance, early retirement, stock market, macro economic signals. An early-retired Fortune 5 executive and beach nut.
- Indexed issues, last 90 days
- 16
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- Sep 30, 2026
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- Jul 16, 2026
Latest issues
AI’s next test(s) - Part 2 (opens the original)
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Greetings We covered a lot of ground in Part 1 of this series on what AI investors need to keep an eye on heading into the Q3 earnings season that is kicking off soon. Make sure you read that post using the link above.Micron MU reports their Q2 earnings tomorrow (Wed Sept 30th) and it is also the last day of the calendar Q3 quarter…so ETFs, investment firms, hedge funds will be apt to do some serious window dressing. Sell the losers and buy the winners so that your quarter-end report l
The perfect storm in a tea cup: Q3 earnings, the midterms and AI’s next test(s) - Part 1 (opens the original)
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Greetings Q2 earnings reports and the post-ER market reactions sent a clear message i.e. we want to see actual revenue growth, better margins and sustainable cash flows. Then in mid-Sept, Anthropic’s Dario wrote an essay telling the industry to slow down. OpenAI’s Altman backed him as did Musk. Markets didn’t like that at all. Semiconductors dropped -6%, their worst day in several months. By late Sept, the sector was about -19% below its June peak. A few days later, Altman confirmed OpenAI is no
SWAT portfolio review: Sept 24th (opens the original)
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Greetings US interest rates are now in charge of markets. Bonds keep sliding lower and interest rates keep rising. The AI complex plans to spend an est. $1.3T of capex in 2027. They have to raise more funds because incoming cash flows are not enough to cover the gap. So they will sell more debt, issue more shares and even IPO in the case of SpaceX, Anthropic, OpenAI et al.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!ns5X!,f_auto,q_auto:good,fl_progre
How I retired 15 years earlier than planned (opens the original)
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Greetings I was financially AND mentally ready to retire at the age of 47. I was tired of my career as a corporate executive, the 60-hours per week work culture, the long business trips and the incessant urge to always be checking my emails and phone messages in case…True story: In 2019, I was traveling to Brazil for 2 consecutive weeks at a time…every month…for 2 years! On one of those 10-hour plane rides back…from Sao Paolo to Newark, I had an epiphany moment of sorts…that I did not need to ke
What we plan to BUY during the most important week of the year! (opens the original)
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Greetings If you have been following our market analysis (over the Summer leading up to now), you know that this week…these next few days are extremely critical for your investments. We have been busy…heads-down refreshing our rolling 4-5 quarters forecast. We have written no less than 7 posts since May describing how we are tweaking our portfolio direction…adjustments that were necessary given macro dynamics, geopolitical events and Q2 earnings reports.In our last post, we shortlisted the AI te
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