Top Tech Stock News
Podcast: This Week in Startups and I/O Fund on Tech Investing
The I/O Fund believes venture capitalists are some of the world’s best tech growth investors so we were thrilled to join Jason Calacanis on This Week in Startups.
3 Different Ways Companies Can Game Their Topline Growth Rates
Learn three different ways that growth companies can cosmetically juice their topline growth rates! Equity Analyst Bradley Cipriano provides techniques that investors can use to uncover these tricks and also provides an example of how investors can use this information to find high-quality growth companies.
The Key To Unlocking The Metaverse Is Nvidia’s Omniverse
Last week, I wrote that Nvidia could surpass Apple in five years as the artificial intelligence economy will be nearly four times larger than the mobile economy that drove Apple. To get an understanding of how big the AI economy will be, we pointed towards estimates of AI adding $15 trillion in GDP once it reaches maturation in 2030 compared to mobile adding $4.4 trillion to GDP in the current year.
Upcoming Correction But Still a Bull Market
Inflation has continued to concern investors into the month of August, causing many growth stocks to give back any footing they gained in the prior month. Since the February top in tech growth, only select names in the cloud and semiconductor space, as well as big tech, are at new highs, while many high fliers from last year are still building a base.
FuboTV Delivers Record Numbers; Fantasy and Sports Betting on Deck
According to Fubo’s recent earnings call, a free-to-play app is scheduled to launch in Q3 and a sports betting app is scheduled to launch in Q4.
Up-Close on Strategy with Lead Analyst of the I/O Fund
Recently I joined Ed Gotham from CMC markets in the Opto Sessions podcast. I discussed what tech trends will shine in the next five to ten years, how I started I/O Fund, and how we spot the right tech stocks. Also, don’t miss out on the quick-fire questions towards the end of the session.
Will Dividend Stocks Become the Inflation Trade?
Investors were taken by surprise last week when the US consumer price index rose 5.4% year-over-year in June, the fastest pace seen since August 2008. On a monthly basis, it rose 0.9%. Excluding the volatile food and energy prices, while the Core Consumer Price Index rose 4.5% in June, this was the fastest pace since 1991.
July Market Update: Is Inflation Overblown?
On February 16th, the dynamics of the market shifted as we saw the beginning of a large rotation away from the growth stocks that led us out of the 2020 bear market.