Nvidia Stock:
The Ultimate Guide
Welcome to your central resource for Nvidia stock updates, AI research, and earnings analysis from Beth Kindig — the earliest and most accurate long-term AI thesis in the market.
Beth Kindig's Expert Take on Nvidia
As Seen on Fox Business News, CNBC & Bloomberg
Nvidia media appearances
Interviews and clips from Beth Kindig on Nvidia and the AI trade.
Recent VideosFeb 26, 2026 · Recent Videos
NVIDIA Blackwell Ultra vs. AMD CPUs: Why the AI Bottleneck is Shifting
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.
Recent VideosAI Fatigue or Big Opportunity? Nvidia’s Record Quarter Explained
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.
Recent VideosNVDA vs. AMD & Broadcom: The Next Phase of AI Chips (Plus: Palantir & Bitcoin Outlook)
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.
Recent VideosMeta & Google: The Secret AI Winners? | Beth Kindig’s 2026 AI Stock Forecast
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.
Recent Videos$20 TRILLION BY 2030: Beth Kindig on Why Nvidia’s Growth is Still Accelerating
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.
Recent VideosNvidia’s $20 Trillion Thesis: Why the Cloud GPU Sell-Out & 25% Growth Silences Naysayers
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".
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4 Things Investors Must Know About AI
We’re still in the early innings of AI, but the pace of transformation that AI is driving is unlike any other technology seen before, and that was evident at Communacopia. Below, I dig in to the four things that investors must know about AI.
AI Spending To Exceed A Quarter Trillion Next Year
Big Tech’s AI spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter trillion dollars predominantly towards AI infrastructure next year.
AMD vs Nvidia: The AI Stock That Could Win by 2028
Last week, AMD offered more details on the release of their groundbreaking GPUs with little fanfare in the markets – which is par for the course as AMD has a history of being forgotten about until the company can no longer be ignored. At Advancing AI 2025, AMD introduced its Instinct MI350 series GPUs, including MI355X with up to 4X performance over the previous MI300X generation and up to 40% more tokens per dollar compared to Nvidia’s B200 accelerators.
AI Stocks & Nvidia: I/O Fund’s 2025 Tech Media Highlights
As we close out a defining year for tech, we’re proud to share a few media moments where our theses met the mainstream. We are grateful that our readers trust us to cut through the noise - and we want to wish you a wonderful holiday season and a successful close to the 2025 trading year. Below are some of our most impactful media appearances of the year, including in-depth conversations on Nvidia’s stock, the broader AI market, and—not to be missed—a few lesser-known AI stocks that anchors couldn’t help but ask about.
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 smallest in two years. The narrowing beats combined with a rare QoQ decline in the Compute segment could be interpreted as Nvidia is running out of steam. I disagree with the idea that Nvidia is running out of steam and had the opportunity to speak to a few notable media anchors from Fox Business News and Bloomberg on the topic last week, plus a 45-minute interview on the topic with Maggie Lake of Wealthion. In the media interviews, we discussed some of the most pressing issues that AI investors face – does China revenue matter for Nvidia, how does the world’s most valuable company continue to grow, are we in an AI bubble, and lastly – where is the I/O Fund positioning next.
Beth Kindig is a Leading Analyst on Nvidia Stock
Watch Beth Kindig discuss Nvidia's stock before 2020. Her firm entered Nvidia at generational lows resulting in market-leading outperformance through 2025.
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Case Study
Uncover the strategic insights and analysis that powered I/O Fund's successful Nvidia investment journey.
