Thank you Beth, you are awesome Beth, your analysis is second to none. When I saw your FOX News interview on YouTube, I had to check out your company and become an I/O Fund member. I also love how you…
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Beth Kindig has been a trusted voice on tech stocks since starting her career in Silicon Valley in 2010 - known for early, accurate calls on the market's most influential companies, including the original Nvidia thesis in 2018. Find her analysis on AI stocks below.
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Trusted by investors navigating real market decisions.
Dear Beth, I don’t know if you will ever see this email because I am sure you receive more than “your fair share of emails” every week but I wanted to write you to say to you and your team “Thank you!…
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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 abo…
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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 si…
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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…
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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 t…
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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 m…
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PHENOMENAL reporting Beth and Knox -- you and I/O are at the TOP of tech analysis -- thank you!
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Hi. This message is for Beth if you wouldn't mind sending it on. I recently watched you on Real Vision’s The Journey Man with Raoul Pal and thought it was superb. Your responses to questions gave me m…
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Thank you very much! I already familiarized myself with the investing group. Btw I discovered you on the realvision platform after your nvdia and nflx calls early this year. After i missed both i real…
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Thank you! Beth, Knox, Royston, and the I/O team for this excellent report. I really applaud your deep well of knowledge, and the very high levels of accountability and transparency you bring to your…
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KNOX, I have finally been converted to believing in the long term value of Bitcoin. I am retired and invest my own money to a large extent. Where and how is the safest way for me to buy and store Bitc…
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You nailed it! Guidance was $16Billion exactly as you laid it out. Great job and research! You go girl! The reason I’m a member. Cheers!
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I’ve been a member for about 2 years and love it. I’ve had advisors, various subscription services and IO is certainly the one that ticks the boxes in terms of what I was searching for, market analysi…
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I have full subscription to IO Fund. Standout in terms of quality picks and risk management compared with other subscriptions I tried. Only regret is not buying or not buying more of past recommendati…
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Verified Performance
I/O Fund Team Track Record
A documented history of identifying leading AI stocks before the market reaches consensus.
Outperformed the NASDAQ-100
As of August 2026, 42 positions have outperformed the NASDAQ-100 since the AI bull market began in 2023.
Proven Process2026
2026
Identified the large AI rotation in late May
Raised significant cash, which was also deployed July 27th and 28th, one day before the market bottomed.
Market TimingEarly to the AI Energy theme
Early to the AI Energy theme, recognizing power infrastructure as a key bottleneck for AI growth. Built a large Bloom Energy (BE) position between April and July 2025, the core position finished the year up 305%, with the lowest entry returning 422%.
Macro2025
2024
Super Micro
Identified Super Micro (SMCI) as a leveraged AI infrastructure play tied to Nvidia's growth cycle. The position generated combined realized returns of 243%, while risk was actively managed before later volatility appeared in the stock.
MacroEarly to AI
Allocated 45% to AI going into 2023 (prior to the launch of ChatGPT), representing one of the highest AI allocations on record.
Allocation2023
2022
Cloud to AI
After being early to Cloud stocks in 2019, we closed all cloud positions and began rotating into semiconductors.
RotationMarket Timing in Crypto
Built at position in a little known alt-coin in 2019 at $4.60. Sold the entire position at $40.05, just before Crypto topped in early 2021.
Timing2021
2019 – 2020
Roku & Zoom
Rotated early into cloud infrastructure in 2019 and selected Roku as a top-performing technology stock. The team also identified Zoom Video before its major pandemic-era rise, showing early recognition of cloud adoption trends.
RotationAstera Labs
The team built a large Astera Labs position near the 2025 lows, capturing a major AI infrastructure opportunity before broader momentum returned. The position delivered a 140% return for the year, significantly outperforming a passive buy-and-hold approach.
MacroWatch Beth Kindig break down Nvidia stock on Fox Business and CNBC.
The I/O Fund was early to Nvidia stock, with an entry as low as $3.15 for returns of 5,820% through 2025. The fund runs a leading AI stock portfolio with an average of 95%+ allocation to AI stocks.
Every week, Beth Kindig breaks down the AI stocks that matter – and what they mean for your portfolio. Join 40,000+ investors who get her weekly stock analysis first. stock analysis here.
