I/O Fund Cumulative Returns of 47% More Than Double the Nasdaq.
The I/O Fund’s cumulative returns of 46.92% have more than doubled the Nasdaq since 2020 and are 174% better than institutional all-tech portfolios. The team is dedicated every day to continue outperforming the large corporations I/O Fund competes with.
We Identify Microtrends to Beat Momentum
The AI economy is expected to reach $15.7 trillion by 2030 which is four times larger than mobile. Our research predicts who will be the new FAANGs in the AI economy.
We help position you to take advantage of this new infrastructure paradigm from 5G chips to edge computing to edge devices.
We picked early winners in the secular category of cloud computing. Our research helps to differentiates cloud IaaS, PaaS and SaaS so you know what you own and why..
Artificial intelligence is merging with the medical industry to offer higher quality care at lower costs. Our research illuminates this promising sector.
I/O Fund Free Tech Stock Analysis
Palantir Stock Surges From Artificial Intelligence Platform
Palantir’s Q4 earnings confirmed an acceleration in its US commercial business as it closed out its first GAAP profitable year. Shares are reflecting the optimism surrounding Palantir’s commercial segment and bottom line expansion, with shares up more than 47% YTD and nearly 280% since the start of 2023.
AI Driving Acceleration For Big 3 Cloud Stocks
Big Tech’s participation in the market’s push to all-time highs is becoming increasingly narrow, with Nvidia, Meta, Microsoft and Amazon serving as the primary contributors to 2024’s rally.
Apple Can’t Save This Tech Rally
In this article, I lay out both the bull and bear cases for 2024 and beyond. Interestingly, both are calling for a level of volatility in 2024 that will, at least, retrace the rally we’ve seen since November 2023.
Coinbase, Robinhood: Examining The Impact Of Spot Bitcoin ETFs
The SEC approved nearly a dozen spot Bitcoin ETFs on January 10 in what was heralded as a “watershed” moment for the crypto industry, opening the door for investors to gain exposure to Bitcoin without directly holding it. It’s widely expected that this approval and subsequent widespread access for institutions and retail investors will shape up to be one of the most bullish fundamental moments in Bitcoin’s history.
Tesla Q4 Earnings Preview: Margins Likely To Slip Again
Tesla’s Q4 earnings are on tap after the market close on January 24, closing up a year in which aggressive price cuts helped the automaker top Q4 delivery estimates reach a new record and narrowly beat its 1.8 million volume target.