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I/O Fund’s Semiconductor Q4 2021 Earnings Preview
TSMC broke off Q4 semiconductor earnings after it reported on 01/13/22. Sales at the massive foundry pure play grew 21% YoY in Q4, and net income increased 16%, setting the stage for a strong earnings season for the semiconductor industry. In the analysis that follows, I give a brief overview of the semiconductor industry and discuss key metrics that investors should be aware of heading in Q4 earnings.
I/O Fund’s Preview of 7 Semiconductor Stocks Ahead of Q4 Earnings
It is the first of the series of earnings previews for Q4. We chose Lam Research, AMD, Teradyne, Nvidia, Texas Instruments, Broadcom, and Qualcomm for the Semiconductor sector. To understand valuations across semis and how the sector is positioned moving into earnings, please reference our analysis, “I/O Fund’s Semiconductor Q4 2021 Earnings Preview.”
Snowflake Accelerates In Revenue While Growth Stocks Sell Off
I/O Fund recently initiated a position on Snowflake given its performance in revenue growth, net retention rate, and percent gain since becoming public over a year ago.
Throwback: Nvidia will Surpass Apple’s Valuation in 4.5 Years
Last August, I predicted that Nvidia could surpass Apple on market cap. Here is what I said in my Forbes article: “I believe Nvidia is capable of out-performing all five FAAMG stocks and will surpass even Apple’s valuation in the next five years” and I expanded on this by stating, “We believe [Nvidia] can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP.
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.
