A free weekly newsletter on AI, tech growth stocks, tech growth trends, and the catalysts that move them - written by I/O Fund analysts Beth Kindig and Knox Ridley.
The biggest AI market trends each week, and the tech stocks moving with them - in plain, actionable terms.
One to two featured stock breakdowns every week - the thesis, the key takeaways, and what we're watching next.
Earnings and catalysts for the most important tech names, with our read on what you need to know.
AI, cloud, and semiconductors, explained by the team that runs the I/O Fund portfolio.
The Next Wave of AI Energy Infrastructure
Why We Are Adding to Core Cloud Holdings
Most stock newsletters recap what already happened. Ours publishes the I/O Fund's forward-looking research: the deep dives, technical analysis, and high-conviction calls behind our AI-focused portfolio.
Beth Kindig, Knox Ridley, and the I/O Fund team write every issue from their own research - the same work behind the fund's portfolio decisions.
A transparent framework and a repeatable process - so you see how the calls are made, not just what they are.
Every issue covers what the I/O Fund team is actually researching - and nothing that isn't worth your time.
Founder & Lead Tech Analyst
15+ Yrs Experience
Technical Portfolio Manager
Technical Analyst
Equity Analyst
Identified Nvidia's shift to AI infrastructure in 2018, before broader market recognition.
Spotted the AI Energy theme early, leading to high-conviction entries in infrastructure leaders.
Issued precise Bitcoin buy alerts during the market transition to institutional adoption.
Called the Netflix ad-tier monetization cycle ahead of the streaming sector rally.
Identified server infrastructure leadership in Super Micro during the early AI expansion.
You've seen the track record. Members see us invest live: every trade, every allocation, and the strategy behind them, delivered in real time.
