AI will change ‘every industry as we know it,’ expert warns. In this interview on ‘Varney & Co.,’ I/O Fund’s lead tech analyst, Beth Kindig, delves into the transformative potential of artificial intelligence and its profound impact on Big Tech. Discover her insights on the future of AI and why it’s poised to revolutionize industries across the board.

In this interview, Beth Kindig from the I/O Fund discusses Wall Street’s reaction to Nvidia’s Q3 earnings report. While many are focusing on the short-term outlook, Beth explains why she believes the market is missing the bigger picture by nitpicking margins and why Nvidia's management team being tight-lipped on Blackwell can lead to a better buying opportunity for Nvidia before the next generation of GPUs ramp.

I/O Fund lead tech analyst Beth Kindig explains why she welcomes a Nvidia stock pullback on 'Making Money.'

Beth Kindig, founder and lead tech analyst at I/O Fund, joins Ash Bennington to discuss the explosive growth and future potential of Nvidia, the latest semiconductor developments, and much more. Beth explains why she remains bullish on Nvidia but is not a buyer now, how her $10 trillion market cap prediction is progressing, and how Nvidia’s CUDA platform has created an “unbreachable” moat.

Lead Tech Analyst Beth Kindig had the pleasure of joining Darius Dale, CEO and co-founder of 42 Macro.  Darius has a strong background in macroeconomics and specializes in a quantitative economic outlook and investment strategy.

Lead Tech Analyst Beth Kindig discusses Intel stock after the release of its next-gen core ultra chips on 'Varney & Co.'

I/O Fund lead tech analyst Beth Kindig explains what caused a recent pullback in Nvidia's stock price on 'Making Money.'

Lead Tech Analyst Beth Kindig discusses the Nvidia stock post Q2 results on Yahoo Finance.

I/O Fund lead tech analyst Beth Kindig analyzes Microsoft and Apple on 'Varney & Co.'

Lead Tech Analyst, Beth Kindig, pointed out on Bloomberg Asia that Tesla was simply trading too low at the time, and to look for a bounce.

Knox Ridley was asked to present at the Seeking Alpha Investing Summit in New York. The topic of the presentation was “How to Safely Invest in Tech: The Million Dollar Question,” a topical question that we believe has not been answered. Tech investors either buy with no risk management measures in place, or they are too safe and do not participate fully in the life-changing returns that tech has to offer. As a result, we’ve seen investors hold the wrong stocks for too long, the right stocks for not long enough, or approach tech investing as a long term buy and hold strategy that has led to large losses.

AMD is equal to Nvidia on hardware in many regards, but CUDA has locked in Nvidia’s monopoly; however, it’s likely that Big Tech and developers will seek alternatives to CUDA to limit reliance on Nvidia for the entirety of the hardware stack for AI development.

Nvidia will need to rise nearly 250% by 2030 to reach Kindig’s $10 trillion target, yet she thinks AMD has the potential to provide a larger return over that time frame.

Nvidia (NVDA) continues to prove itself a formidable force in the chip space, seeing upwards of 130% year-to-date gains in its stock price. As of Tuesday, June 3, Nvidia holds a market cap of $2.79 trillion, but this analyst believes it can excel to as high as $10 trillion by 2030. Nvidia is set to enact a 10-for-1 stock split for current shareholders on Friday, June 7, and the stock will begin trading at this adjusted price on Monday, June 10.

I/O Fund Lead Tech Analyst Beth Kindig comments on the market share Nvidia and Advanced Micro Devices (AMD) have to snatch up in the tightening AI chip race, underlining the semiconductor catalysts that could push the former to a landmark $10 trillion forecast.

"So when you combine, now you have software to think of, you have automotive to think of, you have robotics to think of, and that's already pushing us easily past $10 trillion by 2030," Kindig says on the industries Nvidia is finding more opportunities in through its semiconductor products.

Nvidia (NVDA) and Advanced Micro Devices (AMD) introduced their latest generation of AI chips — Nvidia's Ruben and AMD's MI325X accelerator — as the chip giants accelerate into a new product cycle. I/O Fund Lead Tech Analyst Beth Kindig joins The Morning Brief to comment on the market share these chip leaders have room to acquire as they roll out more of these products in the tightening AI race.

I/O Fund lead tech analyst Beth Kindig discusses expectations for Nvidia's earnings report on Fox Business.

Beth Kindig shares expert advice on navigating the tech industry, avoiding unrealistic expectations, and understanding cloud technologies and market trends.

I/O Fund Lead Tech Analyst Beth Kindig says Tesla shares are heavily discounted, and that a point of entry might open soon. She shares her global EV and tech outlook on "Bloomberg: The China Show". (Source: Bloomberg)

The rise of AI marks a transformative technological, economic, and societal inflection point — one with extreme implications for how we live and invest. So, how can investors take advantage of the trend? Jordi Visser, former CIO and chairman of Weiss Multi-Strategy Advisers, welcomes Beth Kindig, CEO and lead tech analyst at the I/O Fund, to dive deep into AI’s potential for explosive economic growth, how to find winners in this theme, the potential for crypto to decentralize AI, and more

Beth Kindig, CEO and Lead Tech Analyst of I/O Fund, explains why NVIDIA ($NVDA) is her ‘number 1 AI stock’ and its potential to lead the next wave of AI development.

I/O Fund lead tech analyst Beth Kindig provides her outlook for the Magnificent Seven stocks and Bitcoin on 'Making Money.'