Case Studies
Case Studies
Discover how Beth Kindig accurately predicted Nvidia's rise, resulting in over 5,700% gains for the I/O Fund. Learn more about our early Bitcoin insights and the firm's steadfast conviction in crypto. Plus, explore our identification of Super Micro as a key player in the AI trend, which acts as a leveraged bet on Nvidia's AI growth.
Semiconductors
Astera Labs: The Power of Precision Timing in AI Investing
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.
AI Energy
Bloom Energy: The AI Power Trade That Returned 300%–400% in 2025
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.
Crypto
Little-Known Altcoin Set to Become the Backbone of Web3
The I/O Fund, led by Beth Kindig, identified a top altcoin in 2019, securing 870% gains, and continues to hold it as its value nears $20 trillion.
Semiconductors
The I/O Fund Identified One of the Best Comebacks in Tech's History
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 95% share through 2019 while AMD had a mere 5% share in the data center.
Semiconductors
Beth Kindig Crowned “Queen of Nvidia” for Prescient 2018 AI Call
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.
Crypto
Early To Buy Crypto, And Most Importantly – Early To Sell
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.
Semiconductors
Super Micro Quickly Became a Multi-Bagger
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 and would act like a leveraged bet on NVDA’s AI growth.
