Beth Kindig
Beth Kindig is a veteran technology analyst with more than 14 years of experience covering both the private and public markets. She began her career in Silicon Valley in 2011—just as technology overtook oil as the world’s most valuable industry—and quickly distinguished herself for her prescient, high-conviction calls on emerging tech trends. By 2014, her analysis was being cited in major outlets, and she was invited to speak at leading industry conferences including Android Developers Conference, Advertising Week NYC, Tech Week Chicago, and BlackHat.
Beth has forged her methodology following exposure to thousands of growth-stage companies, giving her a unique, pattern-recognition-driven approach that traditional Wall Street training cannot replicate. Beth is perhaps best known as the “Queen of Nvidia,” a title earned from her early and accurate calls on AI semiconductors dating back to 2018, but her proven track record spans dozens of companies where she has identified winning investments years ahead of consensus.
As founder of the I/O Fund—one of the top-performing audited tech portfolios with over 210% cumulative returns since 2020 (27% annualized)—Beth has built a loyal following of thousands of paying subscribers, tens of thousands of newsletter readers, and more than 160,000 Twitter followers. Going into 2023, she held a 45% allocation in AI semiconductors, well ahead of legendary investors such as Stanley Druckenmiller at 29%.
Beth is a regular guest on Fox Business, Bloomberg Tech, and Bloomberg Asia, where hundreds of thousands of investors tune in monthly to her insights. She has also appeared on CNBC, NPR, BBC Radio, Real Vision, Schwab Network, and CoinDesk. Her written work has been featured in Forbes, MarketWatch, VentureBeat, MediaPost, and AdExchanger.
What drives her work is a deep commitment to empowering individual investors. Beth believes that access to accurate, high-quality research should not be limited to institutions. With a reputation for accuracy, consistency, and bold yet well-researched calls, Beth Kindig has established herself as one of the most trusted analysts in the technology sector today.
