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Beth Kindig
Beth is the founder and lead tech analyst of the I/O Fund. She pioneered AI as an investable theme years before Wall Street caught on, publishing the original Nvidia thesis in 2018 and building institutional-grade coverage of semiconductors, data centers, and AI software for retail investors.
15+ years covering technology & capital markets
Audited 29.2% Annualized Return Since 2020
Predicted in 2019 & 2021 that Nvidia would become the most valuable company in the world due to A.I.
Held a 45% allocation to A.I. stocks in early 2023, before Chat GPT was launched.
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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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