Beth Kindig of I/O Fund Appears on Fox Business News: TSLA, SNAP, ASAN, TWTR
April 25, 2022
I/O Fund
Team
Beth Kindig of I/O Fund joined Charles Payne of Fox Business News on April 22nd to discuss Tesla’s earnings and what it’ll take to get robotaxis on the road by 2024. She discusses a second company to keep an eye on that will likely safely facilitate more automation within vehicles.
Charles Payne also asked for Beth’s take on Musk’s takeover of Twitter, which Beth believes as a power user, Elon Musk is uniquely suited to clean up the bot issue and low-quality anonymous accounts that prevent advertisers from spending more on the platform. In fact, Twitter can see up to 66% of its traffic driven by bots.
The interview shifts to discuss what Beth Kindig is looking for from Snap, which she stated “all eyes are on DAUs” or daily active users. Later that afternoon, Snap missed on revenue and earnings, yet beat on DAUs and this helped prop the stock price up during a steep selloff across tech stocks. As Beth had stated, Snap’s stock price following earnings did, indeed, rely heavily on DAU growth and Kindig discusses why this was important to watch going into earnings. Notably, the I/O Fund bought Snap last quarter the day-of earnings for a 58% gain in one day.
Charles Payne also asks Beth what she thinks of Work from Home (WFH) stocks which Beth states given the cloud sector’s $100 billion pull forward, her analyst team is still tracking higher growth in 2022 than the pre-covid year of 2019. This means cloud should have a steady year and the firm is positioned in Asana and continues to watch Zoom Video, among others.
More To Explore
Newsletter
Market Cycles, Not Headlines: What History Says About the 2025 Rally and What Comes Next
Despite how it may seem, modern-day narratives rarely drive market swings. Tariffs, political headlines, niche trends like rare earth materials, or speculation about which company OpenAI partners with
Decoding the S&P 500: When Human Sentiment Meets Artificial Intelligence
Less than one-fifth of the U.S. economy is expanding, yet this small segment is growing at such a blistering pace—driven by AI-related spending—that it continues to hold up the rest of the economy. We
TSM Stock and the AI Bubble: 40%+ AI Accelerator Growth Fuels the Valuation Debate
Taiwan Semiconductor (NYSE: TSM) recently announced fiscal Q3 earnings, stating its longer-term AI revenue outlook is stronger than anticipated. The company reported record Q3 revenue of $33.1 billion
Micron Stock Up 120% YTD: What the HBM Memory Leader Plans for 2026
Micron’s stock is up 120% YTD – or 3X more YTD than AI heavyweight Nvidia. Recently, the high-bandwidth memory content that Micron supplies has increased 3.5X between GPU generations, leading to a qui
Palantir Stock Forecast 2025: Can PLTR Justify Its High Valuation?
Palantir leads the AI software pack in terms of strong earnings reports this past quarter as the company achieved significant milestones, the most impressive being US commercial revenue grew 93% YoY a
CoreWeave Stock Soars 200% Since IPO — Can It Defy the Odds?
CoreWeave saw muted price action following the latest earnings report; yet the soft price action is rare for the AI darling. The company went public in March and has stood out as the premier IPO among
Meta Stock Emerges as a Strong Mag 7 AI Leader
The AI frenzy has investors fixated on revenue growth as proof of returns on AI spending that can be as high as $100 billion per year, depending on the company. Yet, Meta is proving that a stronger si
Updated Nvidia Stock Price Target - AI “Bubble” Narrative Ignores Re-Acceleration in Big Tech Capex
In the analysis below, my firm crunched the hard data on Q2 capex numbers and what is coming down the pipe for Q3. If you are an AI investor like we are, this is an analysis you will not want to miss
Oracle Soars After Earnings – Is ORCL Stock Still a Buy?
The market is clearly excited about this report, and for good reason. Remaining performance obligations (RPO) grew 359% YoY with cloud RPO growing “nearly 500%” on top of 83% growth last year. Another
Nvidia Stock Forecast: The Path to $6 Trillion
Two years ago, the April 2023 quarter delivered a historic 18% beat, followed by an even bigger 30% beat in July 2023. Compare that to the most recent quarter ending July 2025 — just a 4% beat, the sm
