Watch Beth Kindig & Knox Ridley Interviews
Kindig: Nvidia is heading towards a $10 trillion market cap
Beth Kindig, Lead Tech Analyst at the I/O Fund, discusses Nvidia's market-cap outlook following its stock surge last week.
I/O Fund's Kindig: Nvidia to Become $10T Company
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."
Will NVDA Continue to Dominate AI?
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.
42 MACRO PRO TO PRO with Beth Kindig
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.
Intel has its 'work cut out' despite launch of new chips: Beth Kindig
Lead Tech Analyst Beth Kindig discusses Intel stock after the release of its next-gen core ultra chips on 'Varney & Co.'
Nvidia 'buy on dips' strategy is still working: Beth Kindig
I/O Fund lead tech analyst Beth Kindig explains what caused a recent pullback in Nvidia's stock price on 'Making Money.'
Blackwell: Early next year, there will be fireworks for Nvidia
Lead Tech Analyst Beth Kindig discusses the Nvidia stock post Q2 results on Yahoo Finance.
Microsoft is the bellwether for AI progress: Beth Kindig
I/O Fund lead tech analyst Beth Kindig analyzes Microsoft and Apple on 'Varney & Co.'
Analyzing big tech earnings with I/O Fund's Beth Kindig
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.
How to Participate in Tech: The Million Dollar Question (Video Highlights)
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.
Why AMD Can Outpace Nvidia Through 2030
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.
This AI Stock Could Outpace Nvidia’s Returns by 2030
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.
How Nvidia could reach a $10 trillion market cap by 2030
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, AMD's new chips spice up AI race for data centers
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.
Nvidia's 'ultimate fireworks' will begin at the end of 2024
I/O Fund lead tech analyst Beth Kindig discusses expectations for Nvidia's earnings report on Fox Business.
Just don't get caught with your head in the clouds
Tesla Deeply Discounted, Entry Point Coming: I/O Fund
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)
Real Vision Video: AI Opportunity
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
Can NVIDIA $NVDA capture the new wave of AI development?
According to Beth Kindig, CEO and lead tech analyst of the I/O Fund, it can and it's her "number 1 AI stock" See what she has to say about it.
Bitcoin has never had a more fundamental bullish moment
I/O Fund lead tech analyst Beth Kindig provides her outlook for the Magnificent Seven stocks and Bitcoin on 'Making Money.'
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