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Top Ad-Tech Stocks: Q3 2022 Sector Overview
The ad-tech sector's performance is closely linked with the macroeconomy. This sector has been hit hard in the last few months due to global uncertainty. We believe this sector will recover when the economy starts picking up. It is practically impossible to time the market. However, we believe that being prudent and buying stocks during the downturn helps to outperform the market in the long term.
Broad Market Levels - August 18, 2022: Is a New Bull Cycle Building?
High-Frequency data continues to point toward a slowdown with inflation. The ECB is tone is getting more aggressive, while the FED’s tone is getting less aggressive. This would suggest that a new bull cycle is building as we speak.
Semiconductor Q3 2022 Overview
Semiconductor stocks have gained prominence due to growth drivers such as artificial intelligence, high-performance computing, 5G, robotics, machine learning, and electric vehicles. Despite semiconductor companies underperforming YTD, there is evidence that more supply will come online by the end of the year that will be met with equal or greater demand.
Microsoft Stock: Azure Growth Proves Resilient
Most investors agree that cloud is a critical trend to have in a portfolio as the category’s growth has been resilient due to increasing productivity while reducing costs. This is especially true for software-as-a-service whereas cloud infrastructure as-a-service does not always result in lower costs compared to on-premise servers.
This is Still a Warning Sign - Broad Market Analysis
In this week’s Broad Market Analysis, Knox discusses why there’s still some uncertainty about whether this is the bottom or not. Watch the broad market update pulled from the Premium Webinar where the I/O Fund covers six other portfolio stocks.
Evidence is Building for an Uptrend - Broad Market Analysis
In this last week’s Broad Market Analysis, Knox reviews the evidence building the current uptrend that could extend into Fall 2022. Watch the preview clips taken from I/O Fund’s 1-hour Premium Technical Analysis Webinar below with written commentary from Knox himself.
Big Tech Earnings: Microsoft And Alphabet Signal Q2 Could Be A Bottom
Big Tech earnings were off to a solid start last week when Microsoft and Google reported stable revenue growth and margins that are unchanged from recent macro conditions. The strong margins were especially welcomed as many companies have been missing on operating margins and cash flow.
Are We Finally Out of the Bear Market?
Knox continues the Bear Market correction discussion and analyzes FAANG stocks and three other premium stock positions. Watch this clip taken from the 1-hour technical stock analysis below for upcoming trends leading us into the fall season.
