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.
Beth's Blog ...
VIDEO: Is the Bottom in for Roku?
The last few months have been difficult for tech growth investors. In isolation, it would appear that the party is over, and the broad market is likely to follow. However, if we track where the money is flowing, it appears that the standard safe haven plays, like Staples, Utilities and Gold, are not receiving the bulk of the rotation. Instead, money is flowing into transportation stocks, industrial stocks and financials.
Podcast with Motley Fool: I/O Fund’s View of the Growth Market Right Now
I recently joined the Motley Fool podcast with Brian Feroldi and Brian Stoffel where we discussed electric vehicles, artificial intelligence, and whether growth tech investors should rotate into value. Below, we provide a summary of each video and YouTube clips.
Snapchat Reported Accelerating Growth. Here’s What to Expect From Pinterest.
Despite mixed reports about Pinterest’s upcoming earnings report, we are seeing similar year-over-year growth in DAUs as Snapchat reported, which is 21.16% and 22% respectively. We are hopeful that with an ad-rebound in many sectors that Pinterest will also have a healthy earnings report, where low ad revenue last year will offset tough comps in usage.
Social Media Projected to Lead Global Ad Spend in 2021
Global digital ad spending is projected to grow 10.1% YoY, powered by 18% growth in social media, according to a report from Dentsu, an advertising and public relations company based in Japan.
Press Announcement: Official Launch of I/O Fund and Audited Results
This week we’ve got big news to share. First off, my team has released audited performance results that outperformed $ARKK since the Fund was founded on May 9th, 2020 and we are currently beating the Nasdaq across roughly 34 positions.