AI STOCK RESEARCH

The Latest in AI Stocks

October 2026

3 AI Trends Driving the 2026 Cybersecurity Stocks Rally

Cybersecurity stocks surged in 2026 as AI-enabled attacks rose 89%. We look at how AI threats, AI labs and platform consolidation are driving demand.

Beyond Hyperscalers: Here’s the Next $1 Trillion AI Infrastructure Opportunity

AI Stocks

October 2026

Beyond Hyperscalers: Here’s the Next $1 Trillion AI Infrastructure Opportunity

Since 2022, Big Tech capex has been the clearest barometer of AI demand. But the market’s reaction to Google’s latest earnings shows investors are questioning how long that spending can…

Google’s $250 Billion AI Chip Opportunity Takes Aim at Nvidia

Ai Platforms

October 2026

Google’s $250 Billion AI Chip Opportunity Takes Aim at Nvidia

In April, there was a major shift in the AI accelerator market, and for once, it didn’t come from Nvidia. Six months later, merchant TPUs are moving from announcement to…

AI Stocks

October 2026

AI Debt Nears $500 Billion in 2026: What It Means for Nvidia, Oracle, CoreWeave and AI Stocks

AI-related debt reached $466 billion through September 2026, more than four times last year’s pace. We break down who is borrowing, the three ways new AI chip deals are being…

How Much Nvidia Business Does Microsoft’s Maia 300 AI Chip Really Replace?

Ai Platforms

October 2026

How Much Nvidia Business Does Microsoft’s Maia 300 AI Chip Really Replace?

Microsoft’s Maia 300 is its “biggest bet yet” on its own silicon, but the details tell a narrower story than the headlines. The chip covers inference for Microsoft’s own products…

Beth's Picks

Curated AI research across hardware, software, and infrastructure

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Nvidia’s $20 Trillion Thesis Is Intact. My 2026 Allocation Isn’t

AI Stocks

April 2026

Nvidia’s $20 Trillion Thesis Is Intact. My 2026 Allocation Isn’t

The thesis on Nvidia's hardware moat has played out exceptionally well, but that also highlights one of the biggest risks investors face, which is becoming emotionally attached to a winning…

February 2026

My Top 2026 Stock Pick for the AI Boom

The market is fixated on when Big Tech will generate economic value from the $650 billion+ being poured into AI data center expansion annually. The market is missing the point.…

June 2025

AMD vs Nvidia: The AI Stock That Could Win by 2028

Last week, AMD offered more details on the release of their groundbreaking GPUs with little fanfare in the markets – which is par for the course as AMD has a…

Broad Market TodayMarch 2025

10 Timeless Free Articles You Won’t Want to Miss

In a world flooded with information, investors face an overwhelming amount of noise. Quality stock analysis is the key to cutting through the clutter. At I/O Fund, we provide in-depth,…

Ai PlatformsOctober 2024

This Stock Is Crushing Salesforce, MongoDB And Snowflake In AI Revenue

In this article, I break down how Palantir’s AIP is putting it a step above peer Salesforce, MongoDB and Snowflake with visible AI growth, and its undeniable ‘secret sauce’.

AI StocksJune 2024

Here’s Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030

I believe Nvidia can achieve an astonishing $10 trillion market cap by 2030. As you’ll see from the key points to my thesis, there is a bull case where a…

Ai PlatformsMay 2023

Nvidia Will “Still” Surpass Apple’s Valuation

My coverage on Nvidia as an AI leader began in 2018 (yes, really – five years ago). Since then, I’ve covered the AI microtrend for this specific stock 27 times…

AI StocksNovember 2018

Holding Nvidia Stock Will Pay Off Due to Two Impenetrable Moats

Tech stocks are getting slammed right now, and Nvidia may be one of Wall Street’s biggest losers in the sell-off that began last month and continued into this week. Nvi...