Lead Tech Analyst Beth Kindig first identified Nvidia’s AI GPU and CUDA moat thesis in November 2018. She later stated in 2019 and again in 2021 that Nvidia would soon surpass Apple’s valuation. At the time, this was inconceivable, as it would require Nvidia to skyrocket while Apple plateaued. The I/O Fund initially bought Nvidia…
The leading team in AI stocks identified one of the few darlings of the AI trend in 2023. The little-known company called Super Micro produces AI servers for Nvidia’s A100 and H100 GPUs. Beth Kindig first introduced our readers to this stock in May of 2023. Her thesis was that it was downstream from NVDA […]
Bitcoin was one of the first reports that we issued to our readers when we started our service in 2019. Beth Kindig has been writing about crypto since 2013, which led to our firm being early to Bitcoin and maintaining our conviction despite the naysayers.
Beth Kindig stated in 2019 and in 2021 that Nvidia would Surpass Apple’s Valuation. Her call led to over 5,700% gains for the I/O Fund. For her accuracy on this stock, Kindig was crowned “Queen of Nvidia” by Fox Business News.
When AMD was priced at $38, the company only had a 5% market share of the x86 server CPU (data center) market. Our firm predicted AMD would stage a comeback against Intel, the 800-pound gorilla that had been dominating the x86 server market. At the time, Intel was the proverbial Goliath with more than a […]
Bloom Energy offers 24/7 onsite power generation via its proprietary solid oxide fuel cells. Some of the key advantages of the fuel cells include rapid time to deployment and behind-the-meter generation, reducing reliance on utility infrastructure and accelerating time-to-power for customers.
We started our coverage on Astera Labs for our premium members in November 2024, noting that its products were seeing increased relevance and helping enable larger and faster AI clusters necessary for scaling to hundred-billion and trillion parameter models.
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