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.
Get a bonus for subscription!
Subscribe to our free weekly stock
analysis and receive the "AI Stock: 5
Things Nobody is Telling you" brochure
for free.
More To Explore
Newsletter
Tesla Stock Faces Recalibration of Growth Expectations
Tesla’s stock is now facing a recalibration of expectations after Q1’s delivery report missed by a wide margin. Q1’s analyst consensus has gone from $25.98B at the start of the year to $23.97B in earl
The Fed Can’t Save This One: Why Bonds May Break the Stock Market in 2025
In early 2025, as markets rallied to new highs, we warned that divergence across key sectors signaled a looming correction. Now, with all major indexes in a technical bear market and bond market dysfu
Oracle Stock Outlook: Revenue Could Double by FY2029, yet Targets Seem Lofty
Late in 2024, Oracle outlined an ambitious plan to nearly double its revenue by fiscal 2029, hinging on long-term growth in enterprise AI and cloud spending. Oracle sets itself apart from its hypersca
I/O Fund Reports 210% Cumulative Return -- Ranking Above Wall Street's Best
In 2024, I/O Fund posted a 35% return, significantly outperforming popular tech ETFs, which recorded an 8% return over the same period. On a cumulative basis, the results translate to a remarkable 219
The Harsh Truth: Retail Investors Take the Brunt of Market Losses
Retail investors face significant disadvantages in the stock market, often underperforming institutional investors by a wide margin. Studies show that high-frequency trading firms dominate market acti
NVIDIA’s GB200s for up to 27 Trillion Parameter Models: Scaling Next-Gen AI Superclusters
Supercomputers and advanced AI data centers are driving the AI revolution, enabling breakthroughs in deep learning and large-scale model training. As AI workloads become increasingly complex, next-gen
NVIDIA Blackwell Ultra Fuels AI & HPC Innovation, Efficiency and Capability
NVIDIA’s latest Blackwell Ultra GPU, unveiled at NVIDIA GTC 2025, is transforming AI acceleration and high-performance computing (HPC). Designed for the “Age of Reasoning,” these cutting-edge GPUs del
Nvidia CEO Predicts AI Spending Will Increase 300%+ in 3 Years
Nvidia has traversed choppy waters so far in 2025 as concerns have mounted about how the company plans to sustain its historic levels of demand. At GTC, Huang threw cold water on many of the Street’s
Why Gas Pipelines Are the Unsung Heroes of AI Data Center Expansion
Natural gas is emerging as the backbone of AI data center expansion, with demand expected to reach up to 6 billion cubic feet per day by 2030. As AI-driven infrastructure surges, data centers are turn
AI Data Center Power Wars: Brown vs. Clean vs. Renewable Energy Sources
AI data centers are at the heart of the AI revolution, but their massive energy demands raise critical questions. With power consumption expected to grow 160% by 2030, data centers are turning to a mi
