I/O Fund's Best Free AI Stock Research in 2025
Explore our most impactful research, deep-dives, and analysis from 2025. From AI infrastructure plays to semiconductor supercycles — discover the insights that shaped the year.
2025 Research Highlights
Key moments and analysis that defined our coverage this year
AI Infrastructure Deep Dives
Comprehensive coverage of data center buildout and power constraints facing AI expansion.
Semiconductor Supercycle Analysis
Identifying structural shifts in customized silicon and sovereign AI demand patterns.
Track Record Highlights
Early entries in NVDA (2018), BTC buy alerts (2022), and SMCI (2024) driven by our disciplined AI thesis and risk management.
More Stories
View All →
“Tech Bubble” Warnings Cost Investors a 550% Nasdaq-100 Run
Investors have been hearing “tech bubble” warnings for more than a decade — but instead of collapsing, the Nasdaq‑100 has gained 550%. If we look back ten years ago to 2015, headlines such as “Sell everything! 2016 will be a cataclysmic year” confronted investors with calls for an imminent recession. The bears made repeated claims that a “tech bubble” was about to burst with some of the world’s most prominent venture capitalists drawing parallels to the dot-com era. What followed tells a very different story with not only the Nasdaq-100 up 550% over a 10-year period but also high-flying stocks like Shopify returned as much as 5200% and Nvidia returned 22,000% over the same period.
AI Stocks in 2025: What Every Investor Should Know
The market evolves quickly, and nowhere is that more apparent than in AI stocks, which continue to lead in both innovation and returns. At the I/O Fund, our deep coverage of AI stocks, combined with active management of crypto positions, gives us a unique vantage point. As we move into the second half of the year, we want to highlight key insights every investor should understand about where AI stocks and crypto could go next.
AI Spending To Exceed A Quarter Trillion Next Year
Big Tech’s AI spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter trillion dollars predominantly towards AI infrastructure next year.
AI Power Consumption: Rapidly Becoming Mission-Critical
Big Tech is spending tens of billions quarterly on AI accelerators, which has led to an exponential increase in power consumption. Over the past few months, multiple forecasts and data points reveal soaring data center electricity demand, and surging power consumption.
AI Could Be Apple’s Next Chapter
After Nvidia added $750 billion in value this year on the backs of surging AI chip demand, investors are quickly searching for the next trillion-dollar AI winner. AI is the best investment opportunity of our lifetimes, and although Apple (AAPL) has been relatively overlooked as an AI play, the tech giant could quickly become a force to be reckoned with in the AI space.
Cloudflare Stock Misses On Cash Flow In Q1
For Cloudflare, revenue growth is not an issue at this time. Yet, revenue growth is less meaningful in the current macro environment if the growth does not translate to a healthier bottom line.
Here’s Why Microsoft Stock Could Overtake Amazon on Cloud Infrastructure
The cloud infrastructure market is expected to reach $83.5 billion by 2021, up from $40.8 billion in 2018. Amazon Web Services was launched in 2006, which means it took...
IoT Medical Devices: Our Scariest Security Threat Yet
IoT medical devices may be our scariest security threat yet. Implanted devices such as pacemakers draw big headlines for security threats. However, there are 36,000 oth...