Social App Pivoting – July 2019
July 17, 2019
Beth Kindig
Lead Tech Analyst
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Newsletter
Meta Stock Emerges as a Strong Mag 7 AI Leader
The AI frenzy has investors fixated on revenue growth as proof of returns on AI spending that can be as high as $100 billion per year, depending on the company. Yet, Meta is proving that a stronger si
Updated Nvidia Stock Price Target - AI “Bubble” Narrative Ignores Re-Acceleration in Big Tech Capex
In the analysis below, my firm crunched the hard data on Q2 capex numbers and what is coming down the pipe for Q3. If you are an AI investor like we are, this is an analysis you will not want to miss
Oracle Soars After Earnings – Is ORCL Stock Still a Buy?
The market is clearly excited about this report, and for good reason. Remaining performance obligations (RPO) grew 359% YoY with cloud RPO growing “nearly 500%” on top of 83% growth last year. Another
Nvidia Stock Forecast: The Path to $6 Trillion
Two years ago, the April 2023 quarter delivered a historic 18% beat, followed by an even bigger 30% beat in July 2023. Compare that to the most recent quarter ending July 2025 — just a 4% beat, the sm
Bitcoin Bull Market Guide: When to Hold, Trim, or Re-Enter (Webinar)
Our track record including a more recent 600% move in Bitcoin is not the product of hype but of a systematic framework—one built on technical analysis, on-chain metrics, and a close watch on global li
Reddit Stock Blows the Doors Off - Can it Last?
Reddit’s stock has surged 62% in one month, easily placing the company’s earnings report as one of the best to come out of the tech sector this quarter. The world’s leading forum site has only 416 mil
ServiceNow Q2 Earnings: Inside the AI Push Toward $1 Billion ACV by 2026
Last month, after ServiceNow reported second quarter results that exceeded expectations on multiple fronts, shares of NOW rose by 6%. The company is attempting to reposition itself beyond a provider o
Is Bitcoin’s Bull Run Nearing a Top? What the Herd Missed at $16,000 and is Missing Now
In late 2022, when Bitcoin was trading near $16,000, the I/O Fund issued a Strong Buy Alert. At the time, many of the market’s biggest crypto bulls were silent. Fast forward to today, Bitcoin is up ov
Is the S&P 500 Overdue for a Correction? 2025 Forecast & Buy Levels to Watch
In our last Broad Market Report titled, Historic Uncertainty Meets $7 Trillion Dollar Debt Wall: What Comes Next For The S&P 500, the S&P 500 was trading near 5800 and still well below its February hi
Google Stock Clears Major Hurdle, Yet One Serious Concern Remains
This week, Google cleared a major hurdle with Search accelerating from 10 points of growth last quarter to 12 points this quarter -- putting to rest many doubts that Search monetization is at risk giv
