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Tesla’s Q2 Deliveries Strong, But What’s To Come?

After months of being the lowest performing Mag 7 stocks, Tesla saw rapid gains — up 42% in a one month rally, with 37% of those gains in eight sessions — after it reported Q2 deliveries ahead of expectations and a surge in energy storage deployments.

July 16, 2024
Knox at SA conference

How to Participate in Tech: The Million Dollar Question (Video Highlights)

With audited returns of 131% since inception, compared to the NASDAQ-100’s 82%, portfolio manager, Knox Ridley, lays out how we have successfully maintained an overexposure to the right tech stocks, while navigating the inherent volatility within tech. We also discussed our views on AI and if we view it as a bubble, as well as our views on crypto currencies. The entire presentation can be viewed on Seeking Alpha here. Below are a few highlights of the event. Knox Ridley discusses the importance of a catalyst within proper tech investing, how the investing community is already confusing AI, and how the our team is preparing for a potential weak spot within the economy.

July 03, 2024
This AI Stock Could Outpace Nvidia’s Returns by 2030

This AI Stock Could Outpace Nvidia’s Returns by 2030

Lead Tech Analyst and CEO Beth Kindig recently joined Real Vision’s Nico Brugge to discuss her AI outlook on leading AI stock Nvidia, while sharing which AI stock she believes may outpace Nvidia’s returns through 2030. This AI stock’s opportunity is in the AI inference market, which will begin to take shape when large language models (LLMs) migrate and operate locally on AI-capable client devices, such as PCs and smartphones. Kindig has boldly stated in Forbes, and on CNBC, and Bloomberg that Nvidia will reach a $10 trillion valuation by 2030. Yet, she believes this AI stock may outpace Nvidia’s stock and provide investors with a larger percentage return.

July 03, 2024
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AI PC Stocks: Emerging 2024 And 2025 Story

Currently, there is a major bottleneck right now for AI applications to where client devices are not powerful enough or energy efficient enough to leverage AI capabilities at the edge.

July 01, 2024
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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.

June 24, 2024
With Bitcoin at All-Time Highs, Here’s What’s Next for COIN, HOOD

With Bitcoin at All-Time Highs, Here’s What’s Next for COIN, HOOD

Bitcoin and the spot BTC ETFs have clearly seen strong investor appetite since the approval in the beginning of the year. Alongside strong initial adoption of the new ETF class, we’re also seeing major crypto exchanges and platforms benefit, with Coinbase and Robinhood both seeing crypto trading volumes and transaction revenues surge. This may cause investors to believe that Coinbase and Robinhood are clear beneficiaries, yet we foresee trouble for HOOD specifically.

June 13, 2024
Jensen Huang Presentation

Here's Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030

I believe Nvidia can achieve an astonishing $10 trillion market cap by 2030. As you’ll see from the key points to my thesis, there is a bull case where a $10T market cap estimate in a little over six years’ time is not high enough.

June 10, 2024
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Taiwan Semiconductor Stock: April Sales Soar From Advanced Nodes

Despite warning of a slowdown in the broader semiconductor industry this year, TSMC’s April sales surged 60% YoY and 21% MoM. This marks a positive start to the 20-percentage point acceleration to 33% revenue growth that analysts expect as soon as the September quarter.

June 02, 2024
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