While the rest of the market spent this year debating AI bubbles, geopolitical fears, and supply chain bottlenecks, our team remained laser-focused on the signal within the noise. Rather than responding to headlines, we work hard to anticipate shifts to get in front of the market. For example, consider that we covered AI energy in our free newsletter 18 months before the market recognized it had become a bottleneck for AI systems. Behind our paywall, we do this on a monthly – if not weekly basis – by publishing information we feel confident is early and actionable.
As we close out a defining year for tech, we’re proud to share a few media moments where our theses met the mainstream. Below are some of our most impactful media appearances of the year, including in-depth conversations on Nvidia’s stock, the broader AI market, and—not to be missed—a few lesser-known AI stocks that anchors couldn’t help but ask about.
We are grateful that our readers trust us to cut through the noise - and we want to wish you a wonderful holiday season and a successful close to the 2025 trading year!
Beth Kindig’s $20 Trillion Nvidia Thesis: 25% Data Center Growth Silences AI Bubble Fears
I/O Fund’s CEO and Lead Tech Analyst, Beth Kindig, joined Charles Payne of Fox Business Network on his show ‘Making Money with Charles Payne’, after Nvidia’s stellar Q3 results. In the video below, Beth highlighted the company’s strong fundamentals and picture-perfect earnings report. She specifically pointed out the 25% sequential growth in the data center segment, the fastest QoQ growth in about two years. Beth boldly said, “The more people talk of the AI Bubble, I would counter that and say the bigger concern is the opportunity cost of not investing in AI.” Beth also defended her $20 trillion market cap forecast by 2030.
I/O Fund has a history of buying Nvidia at low prices. The first entry was $3.15 in December 2018. The I/O Fund discusses key technical levels in our weekly webinars for Advanced Market Signals Tier members. Subscribe to Advanced Tier to get real-time trade alerts for every entry and exit, portfolio access, and join weekly live webinars.
Nvidia’s Blackwell Ramp: Key to the $20 Trillion Thesis
In May, Beth made an bold call on Fox Business Network following Nvidia’s Q1 results—at a time when few dared to look past the headlines. She emphasized that Nvidia’s software revenue is on track to surpass hardware revenue within five years, that Blackwell's ramp is strong, and that Nvidia's long-term AI vision transcends China-related market noise. Since this interview, Nvidia shares are up 30% - not an easy call considering the company was already worth $3.4 trillion and competing with Microsoft as the world’s most valuable company.
Best AI Stocks for Q4 2025: Beth Kindig’s Top Picks
In Q4, Beth released her Top 15 AI Stocks report that totaled 43 pages and 15,000 words. Charles Payne interviewed Beth to discuss three of the top 15 stocks. To access the full report, subscribe here.
Join Discovery and get 2 stock ideas and technical setups every month plus the Top 10 Emerging Tech Watchlist.Join Discovery and get 2 stock ideas and technical setups every month plus the Top 10 Emerging Tech Watchlist.
The Power of Precision: Beth Kindig’s AI pick outpaces Meta
Beth Kindig joined David Ingles and Yvonne Man on Bloomberg: The China Show in July. Beth shared her expertise on Tesla’s Q2 performance, Alphabet’s AI spending, and the Best AI stocks. By favoring Astera Labs over industry giants like Meta, Beth achieved a stellar 43% outperformance in this short period. With Astera Labs surging 35% and Meta retracing 8%, Beth continues to prove why she is the leading voice in tech investment.
