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2022 Memory Market Update
The memory market needs to find new solutions to increase storage capacity and keep up with cloud computing. One such solution is 3D NAND and Micron is pioneering this technology.
Crypto Summit 2021: How to Value Crypto
I/O Fund’s Lead Tech Analyst Beth Kindig shared her views on cryptocurrency in the Finimize X Ledger Crypto Summit 2021. Here is the video “How to Value the Next Big Crypto Play” and an overview of the discussion.
I/O Fund’s Interview with CoinDesk: Why Square’s Name Change to Block is Defensive
Beth Kindig shared her views on Square’s name change to Block, Jack Dorsey stepping down as Twitter’s CEO, and the upcoming opportunities to watch in an interview with CoinDesk. Here’s an overview of the discussion.
Cloudflare Stock: Ambitious Company Must Prove Its Valuation
Cloudflare is excelling as a company in website and application security in addition to Zero Trust and R2 Storage products. Doubtlessly, it will deliver. But at its current valuation, Cloudflare as a stock isn't as attractive to us.
Hybrid Work Is Here To Stay And Asana Will Be A Key Beneficiary
CEO and Lead Tech Analyst Beth Kindig of I/O Fund discusses the current hybrid and work from home trend in relation to cloud companies, specifically Asana. As working from home becomes more commonplace, key cloud-based tools like Asana reap profits.
I/O Fund Discusses Winning Stock Picks with Charles Payne of Fox Business News
In November, Beth Kindig discussed winning tech stock picks on the Fox Business News show ‘”Making Money With Charles Payne.” Below are video previews of her discussion and an overview of what the two of them discussed. Despite the current tech rout, we still believe that Roku has the top operating system, is priced reasonably and fits well with smart TVs. Another advantage for Roku is that it has the first-mover advantage in the advertising-based video on demand (AVOD). Roku not only benefits from the cord-cutters but also the brand advertisers. When Beth wrote her initial thesis in 2018, she used to hear questions, “What about Google, Amazon, Netflix, etc.?” Now, the stock has been a multi-bagger for her readers.
I/O Fund Discusses Bitcoin Miners and Tech Stocks on Fox Business News
In November, Beth Kindig shared her views on bitcoin miners, Microsoft and other tech stocks on the Fox Business show “Making Money with Charles Payne.” Below are video previews of her discussion and an overview of what the two of them discussed. Beth Kindig is known for her stock-picking skills, focusing primarily on the tech sector. Roku, for example, has given four-digit returns to its readers. Other prominent winners include Nvidia, Zoom, and Bitcoin, which have all provided triple-digit returns from Beth’s free newsletter.
Zscaler Q1 2022 Earnings - Quick Update and Analysis
I/O Fund Analyst Bradley Cipriano provides an earnings update following Zscaler's Q1 2022 results. Zscaler boasts a uniquely strong position among top-ranking cloud companies. For one, Zscaler has grown 40% or more in all but one quarter since 2018.