I/O Fund is a Top‑Performing Tech Portfolio
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.
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We Identify Microtrends to Beat Momentum
I/O Fund Free Tech Stock Analysis
Newsletter
Cybersecurity Stocks: CrowdStrike Soars While Palo Alto And Zscaler Fall
This year has led to a split landscape for cybersecurity stocks, with two of cybersecurity leaders up more than 20% YTD while others are negative YTD. In the past, we’ve discussed the resiliency of the cybersecurity trend being that it’s one of the highest costs that enterprises face at 12% of IT budgets on average.
The Magnificent 7 Are Falling Like Dominos; Only 3 Remain
The Magnificent 7 of 2023 have now become 2024’s Magnificent 3: Nvidia, Meta and Amazon. Of these, Nvidia’s saw a stellar start to the year as shares have gained nearly 60% YTD due to the GPU leader’s beat-and-raise quarters.
Nvidia Stock Gained $1.5 Trillion To Surpass The FAANGs - Apple Is Next
Today, Nvidia surpassed a $2 trillion market cap compared to Apple’s $2.8 trillion. The company has surpassed Amazon, Google, Tesla, Meta and Netflix. The only one left standing is Apple and we have 2.5 years left to make good on my prediction.
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.
Testimonials
Knox, I know I already said it recently, but I'm going to say it again: bravo and thank you. That last weekly webinar you did on February 29th was quite possibly the best bit of education I've had about the market ever. So many light bulbs are going on for me about how all the different market forces interact with each other.
I also especially liked your zoom out onto the Supercycle and why LTBH has been successful in the past and will likely be less successful in the future. This strikes me as a very important piece of information that's going to affect everyone who is blindly putting their money into index funds every month.
Anyway, thank you very much for your attention to detail and your willingness to share all your research with us. Whatever your motivation for doing so, I hope you continue to find it fulfilling and stick around with I/O Fund for the long term.
Cheers
Bobby
Bobby H
Subscriber since 2023
I've been following you for the past one year or so and confidently can say there is no one equal nor can they match up to you. I like the fact that you analyze equities with clarity and explain in simple terms unlike the bombastic Wall Street analysts.
Thank you and so grateful for your inputs.🙏
Babi A
Subscriber since March 2023
Fantastic article. Real in-depth and a learning opportunity for us investors. Thanks to you and your team I’ve made a lot of money on NVDA. I first bought in at 2017. Then in 2018 I read an excellent book called AI Superpowers and I doubled my position. Then when you wrote that ground breaking article and spelled it all out how NVDA will become the most valuable company in the world in a few years I went all in. NVDA’s now represents 37% of my whole portfolio and I have no plans to sell any shares. Just add on any substantial dips. Keep up the great work!
Stewart G
Subscriber since December 2020
Shout out to @Beth_Kindig You laid out perfectly why $META was a buy on Making Money yesterday. I now some of the audience bought the stock or held. You are one of the best tech analyst/investors in the best...period!
Charles V Payne
American Fox Business Network financial journalist
Just listened to the 2023 round up .
Want to thank you all you guys for doing such a great and sensible job . I believe all of you put a lot into giving really great service .
Please pass on the the message if possible, to both Beth and Knox.
I’ve just paid for the next year and I am really looking forward to the next journey ,
Kindest regards Philip
Philip S
Subscriber since June 2021
PHENOMENAL reporting Beth and Knox -- you and I/O are at the TOP of tech analysis -- thank you!