Watch I/O Fund analysts on top financial media outlets including Bloomberg, CNBC, Fox Business, and more.
While the media warns of an “AI Bubble,” the real money is just beginning to flow. In this exclusive interview with Charles Payne, tech visionaries Beth Kindig (I/O Fund) and Ivana Delevska (Spear Invest) explain why we are exiting the R&D phase and entering the massive Inference & Monetization Stage of 2026.
I joined Bloomberg Tech in New York to discuss critical shortages from the AI data center buildout and how investors can navigate AI stocks in this complex market. Insights from this interview highlight key trends shaping the AI industry and investment opportunities.
I/O Fund Lead Technology Analyst Beth Kindig joins Fox Business to break down the incredible post-earnings results for Nvidia and defend her aggressive $20 Trillion market cap forecast by 2030. Despite market volatility and "naysayers" who continue to question the AI boom, Kindig asserts that the fundamentals "get better and better and better".
OpenAI is positioning itself as the “iPhone of AI,” says I/O Fund Lead Tech Analyst Beth Kindig — highlighting its developer ecosystem, government and enterprise demand, and massive AI capex. Beth also discusses the coming wave in AI networking, why chip pullbacks should be bought, and how Bloom Energy is powering the AI data center boom.
I/O Fund Lead Tech Analyst Beth Kindig joins Making Money to break down the evolving AI landscape and why energy stocks are becoming a critical piece of AI-driven portfolios. In this interview, Beth explains how power demands from AI infrastructure are reshaping the market — and why investors should consider exposure to top-performing energy names alongside tech leaders like Nvidia and AMD.
Beth Kindig of the I/O Fund discusses why DeepSeek creates a buying opportunity for Nvidia stock, the benefits of open source, and why Apple is not a buy right now until the headwinds in China clear up.
Nvidia just delivered another record‑breaking earnings report, including a massive $6 billion beat in data center revenue and strong guidance into 2026 and 2027 — yet the stock reaction remains muted.
As NVIDIA prepares to clear a high bar with Blackwell Ultra shipping in volume, the AI narrative is evolving. I/O Fund Lead Tech Analyst Beth Kindig joins Charles Payne to explain why the "GPU-only" story is over and why AI stocks in the CPU and Power sectors are becoming the new critical bottlenecks.
As the AI cycle moves from infrastructure buildout to the yield phase, the winners are changing. I/O Fund Lead Tech Analyst Beth Kindig breaks down the "Inference Market" and why Broadcom (AVGO) and AMD are positioned to take a bite out of NVIDIA’s dominance.
While many wrote off Meta and Google in the AI race, the data tells a different story. I/O Fund Lead Tech analyst Beth Kindig joins Charles Payne to break down why Meta is now #2 in AI revenue—second only to Nvidia—with a staggering $60 billion run rate. Explore why the $15-$20 trillion AI impact is about embedding LLMs into enterprise workloads, not just search.
Is Big Tech overspending on AI, or are we on the verge of the greatest monetization wave in history? In this deep dive, Beth Kindig (Lead Tech Analyst at I/O Fund) joins Bloomberg Technology to discuss why the "Drunken Sailor" spending narrative might be missing the bigger picture.
Jan 16, 2026
Beth KindigWhile many wrote off Meta and Google in the AI race, the data tells a different story. I/O Fund Lead Tech analyst Beth Kindig joins Charles Payne to break down why Meta is now #2 in AI revenue—second only to Nvidia—with a staggering $60 billion run rate. Explore why the $15-$20 trillion AI impact is about embedding LLMs into enterprise workloads, not just search.
While the media warns of an “AI Bubble,” the real money is just beginning to flow. In this exclusive interview with Charles Payne, tech visionaries Beth Kindig (I/O Fund) and Ivana Delevska (Spear Invest) explain why we are exiting the R&D phase and entering the massive Inference & Monetization Stage of 2026.
Beth Kindig
In this segment, I/O Fund Lead Tech Analyst Beth Kindig discusses why NVIDIA's (NVDA) record-breaking performance is showing no signs of slowing down, even after clearing high market expectations. She dives into the company's QoQ growth, new product cycles, and the massive drivers that justify a staggering $20 Trillion market cap forecast by 2030. This is a must-watch analysis for anyone invested in semiconductors, AI, and Big Tech infrastructure.
Beth Kindig
In this webinar, Knox Ridley (Portfolio Manager, I/O Fund) and Vincent Duchaine (Founder, Wealth Umbrella) break down the I/O Fund’s strategy for navigating today’s market. They highlight why risk management is critical at this stage of the cycle, how the fund times entries and exits using both fundamental and technical analysis, and what investors need to know about AI stocks like Nvidia and Bitcoin’s unique market drivers.
Knox RidleyI/O Fund Lead Tech Analyst Beth Kindig joins Making Money to break down the evolving AI landscape and why energy stocks are becoming a critical piece of AI-driven portfolios. In this interview, Beth explains how power demands from AI infrastructure are reshaping the market — and why investors should consider exposure to top-performing energy names alongside tech leaders like Nvidia and AMD.
Beth Kindig
At GTC 2025, Nvidia CEO Jensen Huang made bold predictions about the future of AI, GPUs, and data centers — but is Nvidia stock ($NVDA) still a strong buy?
Beth Kindig
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.
Beth KindigNvidia just delivered another record‑breaking earnings report, including a massive $6 billion beat in data center revenue and strong guidance into 2026 and 2027 — yet the stock reaction remains muted.
As NVIDIA prepares to clear a high bar with Blackwell Ultra shipping in volume, the AI narrative is evolving. I/O Fund Lead Tech Analyst Beth Kindig joins Charles Payne to explain why the "GPU-only" story is over and why AI stocks in the CPU and Power sectors are becoming the new critical bottlenecks.
As the AI cycle moves from infrastructure buildout to the yield phase, the winners are changing. I/O Fund Lead Tech Analyst Beth Kindig breaks down the "Inference Market" and why Broadcom (AVGO) and AMD are positioned to take a bite out of NVIDIA’s dominance.
While the media warns of an “AI Bubble,” the real money is just beginning to flow. In this exclusive interview with Charles Payne, tech visionaries Beth Kindig (I/O Fund) and Ivana Delevska (Spear Invest) explain why we are exiting the R&D phase and entering the massive Inference & Monetization Stage of 2026.
While many wrote off Meta and Google in the AI race, the data tells a different story. I/O Fund Lead Tech analyst Beth Kindig joins Charles Payne to break down why Meta is now #2 in AI revenue—second only to Nvidia—with a staggering $60 billion run rate. Explore why the $15-$20 trillion AI impact is about embedding LLMs into enterprise workloads, not just search.
I joined Bloomberg Tech in New York to discuss critical shortages from the AI data center buildout and how investors can navigate AI stocks in this complex market. Insights from this interview highlight key trends shaping the AI industry and investment opportunities.
Is Big Tech overspending on AI, or are we on the verge of the greatest monetization wave in history? In this deep dive, Beth Kindig (Lead Tech Analyst at I/O Fund) joins Bloomberg Technology to discuss why the "Drunken Sailor" spending narrative might be missing the bigger picture.
In this segment, I/O Fund Lead Tech Analyst Beth Kindig discusses why NVIDIA's (NVDA) record-breaking performance is showing no signs of slowing down, even after clearing high market expectations. She dives into the company's QoQ growth, new product cycles, and the massive drivers that justify a staggering $20 Trillion market cap forecast by 2030. This is a must-watch analysis for anyone invested in semiconductors, AI, and Big Tech infrastructure.
I/O Fund Lead Technology Analyst Beth Kindig joins Fox Business to break down the incredible post-earnings results for Nvidia and defend her aggressive $20 Trillion market cap forecast by 2030. Despite market volatility and "naysayers" who continue to question the AI boom, Kindig asserts that the fundamentals "get better and better and better".
I/O Fund Lead Tech Analyst Beth Kindig breaks down the crucial role of OpenAI and reveals three of the I/O Fund's top AI stock picks for the quarter. Beth analyzes whether OpenAI is truly the "straw that stirs the AI drink," arguing that its greatest impact is the acceleration of enterprise adoption, forcing every company—including the FAANGs—to rush their AI deployment.
OpenAI is positioning itself as the “iPhone of AI,” says I/O Fund Lead Tech Analyst Beth Kindig — highlighting its developer ecosystem, government and enterprise demand, and massive AI capex. Beth also discusses the coming wave in AI networking, why chip pullbacks should be bought, and how Bloom Energy is powering the AI data center boom.
Nvidia’s Q2 weakness, Q3 strength, and the long-term impact of Blackwell GPUs are just the beginning. In this in-depth breakdown, Beth Kindig explains why Nvidia’s data center could hit $500B by 2028, how energy becomes the biggest bottleneck and investment opportunity, and why AI is an enterprise revolution, not a consumer fad.
I/O Fund’s Beth Kindig breaks down why Nvidia’s Blackwell NVL72s outperform H20s by a wide margin and how investors should approach $NVDA earnings despite the ongoing “China noise.” Gain insights into Nvidia’s AI roadmap, potential risks, and why Wall Street may be overlooking key catalysts.
Nvidia just got a rare downgrade from Lynx Equity to Neutral with a $160 target — but does it hold weight? IO Fund’s Beth Kindig explains why Wall Street may be underestimating Nvidia’s AI-driven growth story.
Beth Kindig of I/O Fund explains why any dip in Nvidia’s stock could present a strong buying opportunity. She breaks down Nvidia’s unmatched position in AI infrastructure, its long-term growth drivers, and why short-term pullbacks may create value for investors focused on the future of AI.
In this webinar, Knox Ridley (Portfolio Manager, I/O Fund) and Vincent Duchaine (Founder, Wealth Umbrella) break down the I/O Fund’s strategy for navigating today’s market. They highlight why risk management is critical at this stage of the cycle, how the fund times entries and exits using both fundamental and technical analysis, and what investors need to know about AI stocks like Nvidia and Bitcoin’s unique market drivers.
Beth Kindig of I/O Fund tells Bloomberg TV why she’s not buying Apple or Amazon as an AI investor, explaining the factors that make these tech giants less compelling for AI-driven growth compared to other opportunities in the market.
I/O Fund Lead Tech Analyst Beth Kindig joins Making Money to break down the evolving AI landscape and why energy stocks are becoming a critical piece of AI-driven portfolios. In this interview, Beth explains how power demands from AI infrastructure are reshaping the market — and why investors should consider exposure to top-performing energy names alongside tech leaders like Nvidia and AMD.
Cut through the noise and get real insights on top tech stocks. Join Beth Kindig, Lead Analyst at I/O Fund, as she breaks down the latest in tech stocks and investment strategies.
Beth Kindig, Lead Tech Analyst at I/O Fund, joins Bloomberg Tech to discuss the latest U.S. semiconductor export restrictions to China. Kindig explains why the potential chip curbs could drive bullish demand for Nvidia and what it means for the broader AI chip market. Hosted by Caroline Hyde and Ed Ludlow.
Beth Kindig, Lead Tech Analyst at I/O Fund, joins Fox Business to explain the massive shift happening in markets right now. From Coinbase’s surge tied to Circle and stablecoins, to the AI inference market exploding, Beth highlights the real drivers behind recent rallies. She breaks down how Nvidia still leads AI training — but AMD could emerge as a top performer in the coming years. Learn what’s next for AI, crypto, and the tech sector.
Nvidia’s Blackwell architecture has “shocked the market,” says I/O Fund lead tech analyst Beth Kindig. In this interview on ‘Making Money,’ Beth unpacks Nvidia’s impressive earnings report, the future of AI chips, and what investors should watch next.
Beth Kindig, lead tech analyst at I/O Fund, discusses Nvidia’s earnings and the groundbreaking advancements in AI self-learning capabilities on Fox Business’s Making Money. Learn why Nvidia’s growth story and AI development remain a key focus for tech investors.
Beth Kindig, Lead Tech Analyst at I/O Fund, appears on Bloomberg Asia to analyze Meta (Facebook) and Microsoft’s Q1 2025 earnings results. In this segment, Beth explains what drove the earnings beats, key revenue trends, AI updates, cloud growth, and what investors should watch next.
Beth Kindig, lead tech analyst at I/O Fund, joins Bloomberg Technology to discuss why tech stocks may still have room to fall in 2025. She breaks down her cautious stance on the Magnificent 7 stocks, including Nvidia, Apple, Microsoft, Amazon, Meta, Tesla, and Alphabet. Beth shares her market outlook and investment strategy in this in-depth interview with Caroline Hyde and Ed Ludlow.
At GTC 2025, Nvidia CEO Jensen Huang made bold predictions about the future of AI, GPUs, and data centers — but is Nvidia stock ($NVDA) still a strong buy?
Beth Kindig of the I/O Fund discusses why DeepSeek creates a buying opportunity for Nvidia stock, the benefits of open source, and why Apple is not a buy right now until the headwinds in China clear up.
Beth Kindig, Lead Tech Analyst at I/O Fund, dives into the intense competition between DeepSeek and ChatGPT and its impact on Big Tech and US spending. Learn why AI innovation is driving massive investments in this insightful discussion on ‘Making Money.’
Discover the biggest announcements from CES 2025 as I/O Fund lead tech analyst Beth Kindig breaks down the game-changing innovations shaping the future of technology. In this episode of Making Money, Beth highlights why Nvidia is positioned to dominate automation and artificial intelligence (A.I.) in 2025, setting the standard for cutting-edge implementation in these fields.
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.
Beth Kindig, Lead Tech Analyst at the I/O Fund, discusses Nvidia's market-cap outlook following its stock surge last week.
Beth Kindig, Lead Tech Analyst at I/O Fund, says Nvidia's valuation remains low and the company's earnings report bodes well for the overall AI industry. She discusses the data with David Ingles and Yvonne Man on "Bloomberg: The China Show.
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
I/O Fund lead tech analyst Beth Kindig provides her outlook for the Magnificent Seven stocks and Bitcoin on 'Making Money.
Beth Kindig, lead tech analyst at I/O Fund, discusses her takeaway after a week of Big Tech earnings announcements. She speaks with Bloomberg's Yvonne Man and David Ingles on "Bloomberg Markets Asia".
I/O Fund lead tech analyst Beth Kindig discusses the chances of an Nvidia correction on Fox Business.
In the twelfth and final installment of our Crash or Boom series, Real Vision co-founder and CEO Raoul Pal sits down with tech analyst Beth Kindig, founder and CEO of the I/O Fund, to hear her investment case for tech — particularly AI. According to Beth, AI is “the biggest investment opportunity of our lifetimes.” Raoul and Beth discuss how artificial intelligence is revolutionizing the tech sector, how it will dramatically elevate global GDP, the companies poised to benefit most, and the mindset tech investors should adopt in a Crash or Boom scenario.
Beth Kindig of I/O Fund discusses why she thinks the uncertainty surrounding future interest rates has played a big part in the weaker performance of Apple’s stock.
Check out how Beth Kindig would trade $NVDA right now
Beth Kindig, CEO and Lead Tech Analyst of I/O Fund, explains why NVIDIA ($NVDA) is her ‘number 1 AI stock’ and its potential to lead the next wave of AI development.
In August, Nvidia reported a $2.5 billion revenue miss tied to gaming and crypto mining weakness, leading to an 8% stock drop. On Fox Business, Charles Payne asked Beth Kindig of I/O Fund if she would continue holding the stock. Beth responded that despite short-term volatility, Nvidia’s leadership in artificial intelligence remains the core thesis — and that data center revenue was up 61%. Staying true to this conviction, the I/O Fund bought Nvidia at its low of $108 in October, issuing a real-time trade alert to subscribers.
Beth Kindig discusses her expectations for Nvidia’s Q1 earnings with Nicole Petallides on TD Ameritrade, providing insights into the company’s performance outlook.
Beth Kindig, I/O Fund CEO, discusses Nvidia and Bitcoin stocks on FOX Business, after being crowned ‘Queen of Nvidia’ by Charles Payne, following her April Fools’ prank about selling $NVDA.
Beth Kindig interviews Richard Kerris, VP of Omniverse development at NVIDIA, discussing how the Metaverse could reshape the economy and the challenges for investors in this emerging virtual space.
As the AI cycle moves from infrastructure buildout to the yield phase, the winners are changing. I/O Fund Lead Tech Analyst Beth Kindig breaks down the "Inference Market" and why Broadcom (AVGO) and AMD are positioned to take a bite out of NVIDIA’s dominance.
Beth KindigI joined Bloomberg Tech in New York to discuss critical shortages from the AI data center buildout and how investors can navigate AI stocks in this complex market. Insights from this interview highlight key trends shaping the AI industry and investment opportunities.
Beth KindigI/O Fund Lead Technology Analyst Beth Kindig joins Fox Business to break down the incredible post-earnings results for Nvidia and defend her aggressive $20 Trillion market cap forecast by 2030. Despite market volatility and "naysayers" who continue to question the AI boom, Kindig asserts that the fundamentals "get better and better and better".
Beth KindigI/O Fund’s Beth Kindig breaks down why Nvidia’s Blackwell NVL72s outperform H20s by a wide margin and how investors should approach $NVDA earnings despite the ongoing “China noise.” Gain insights into Nvidia’s AI roadmap, potential risks, and why Wall Street may be overlooking key catalysts.
Beth KindigI/O Fund Lead Tech Analyst Beth Kindig joins Making Money to break down the evolving AI landscape and why energy stocks are becoming a critical piece of AI-driven portfolios. In this interview, Beth explains how power demands from AI infrastructure are reshaping the market — and why investors should consider exposure to top-performing energy names alongside tech leaders like Nvidia and AMD.
Beth KindigBeth Kindig, Lead Tech Analyst at I/O Fund, joins Fox Business to explain the massive shift happening in markets right now. From Coinbase’s surge tied to Circle and stablecoins, to the AI inference market exploding, Beth highlights the real drivers behind recent rallies. She breaks down how Nvidia still leads AI training — but AMD could emerge as a top performer in the coming years. Learn what’s next for AI, crypto, and the tech sector.
Beth KindigI/O Fund lead tech analyst Beth Kindig analyzes Microsoft and Apple on 'Varney & Co.
Beth KindigKnox 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.
Knox RidleyCheck out how Beth Kindig would trade $NVDA right now
Beth KindigYou've seen the track record. Members see us invest live: every trade, every allocation, and the strategy behind them, delivered in real time.
