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Sentiment Puts a Floor Under this Dip
For passive investors, this has been an easy year to be a bull. The market is up over 17% YTD in what is one of the lowest volatility years since 2017.
Apple VS Facebook on Ads and Consumer Privacy: Let’s Get Ready to Rumble
Two years ago, the I/O Fund wrote about Apple’s mobile privacy changes and kept our newsletter readers aware of these changes as they rolled out. Going into earnings, we are seeing headlines that Facebook may be affected.
Crypto Trading Apps Coinbase and Robinhood Will Decline in Q3 --- but by How Much?
Despite Bitcoin’s recent decline, volatility is actually decreasing and the asset is beginning to stabilize in terms of historical performance.
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.
Here’s Why Nvidia Will Surpass Apple’s Valuation In 5 Years
Nvidia has a market cap of roughly $550 billion compared to Apple’s nearly $2.5 trillion. We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP.
Here’s Why Nvidia Will Surpass Apple’s Valuation In 5 Years
According to IDC, companies are on track to spend a combined nearly $342 billion on AI software, hardware, and services like AI Enterprise in 2021. Consequently, the market is huge and Nvidia is expecting significant business.
