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Why Solana is Outperforming Ethereum by 26,500% Since 2020
Ethereum has long been the frontrunner in decentralized apps (dApps) and blockchain innovation, but its scalability challenges have left the door open for competitors like Solana. Launched in March 2020, Solana has surged over +28,000% since its debut, compared to Ethereum’s +1,500%, offering a faster, more efficient alternative through its unique Proof of History (PoH) protocol. This protocol enables Solana to process up to 65,000 transactions per second without sidechains, making it a superior layer 1 solution in terms of speed and security. With Ethereum’s shift from Proof of Work (PoW) to Proof of Stake (PoS) addressing some scalability issues but raising concerns about centralization, Solana continues to push ahead, supported by innovations like the upcoming Firedancer upgrade, which promises to boost transaction speeds to over 1,000,000 per second. While the broader adoption of blockchain remains in its early stages, Solana’s advancements position it as a compelling contender for long-term layer 1 dominance.
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The Best of I/O Fund’s Free Newsletter in 2024 highlights top-performing tech stocks, Bitcoin insights, and AI-driven market trends. Discover how I/O Fund delivered unparalleled analysis on Nvidia, Bitcoin, Meta, Amazon, and Palantir. With in-depth research into AI power consumption, cloud growth, and tech’s biggest movers, our free newsletter provides investors with actionable insights and proven strategies to navigate the high-stakes tech sector. Stay ahead with expert analysis that uncovers opportunities and helps manage risk in the most dynamic industry. Learn more and sign up today!
Five Top Tech Stocks Of 2024: Year In Review
Below, I review five of the top stocks of 2024, selected based on their price action, fundamentals and presence withing leading tech themes. Choosing a top 5 means many great stocks were left off this list, yet this sample helps to form conclusions around how 2024 shaped up versus years past, centered around leading, core thematic opportunities.
Where I Plan To Buy Nvidia Stock Next
The I/O Fund is tracking multiple supply chain signals indicating Blackwell sales will likely far exceed the GPU sales we saw in 2023 and 2024 combined – to the tune of bringing Nvidia to $200 billion in data center revenue.
This Is Not Broadcom’s ‘Nvidia Moment’ Yet
Broadcom’s stock surged 35% in two days despite a mediocre Q4, as management offered investors a picturesque addressable market forecast for 2027. Q4 was not the blowout report the market made it out to be, as Broadcom fell just short of revenue estimates while guiding Q1 barely above consensus. Despite this, the market did solidify that momentum continues to build for AI stocks entering 2025.
Semiconductor Stocks Exposed To China With Tariffs Incoming
Semiconductor stocks will come into focus in 2025 as geopolitical tensions rise. China is likely to retaliate following Trump’s most recent threats of 10% additional tariffs to all Chinese goods. This escalation in tariffs and retaliation is expected to have an impact on semiconductor sales in China, particularly affecting chipmakers with higher exposure to China.
Shopify Stock Is A Black Friday Beneficiary That Faces Key Test In Q4
Black Friday and Cyber Monday e-commerce sales broke records again this year, with Adobe pointing out that US sales increased 10.2% YoY to $10.8 billion on Black Friday while Cyber Monday sales rose 7.3% YoY to ~$13.3 billion. Peak sales hit $15.8 million per minute on Monday evening.
Nvidia’s Stock Has 70% Potential Upside For 2025
Nvidia once again posted a $2 billion beat to consensus revenue estimates in Q3, reporting YoY growth of nearly 94% to over $35 billion in revenue. Data center revenue more than doubled in the quarter to over $30 billion with Hopper driving the second largest data center beat in company history.
