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The I/O Fund’s Top 10 New Ideas List for Q4 2025
Since launching the Discovery tier less than a year ago, The I/O Fund’s internal process for identifying new winners has greatly improved. Based on the research we produced from this tier, we added stocks like Bloom Energy, Core Scientific and Oklo to our portfolio, and these new additions became some of our biggest wins (thus far) in 2025. As we continue to build out the Discovery library, we’d like to make it as easy as possible for our readers to follow along. We want to cast a wide net, explore and leave no stone unturned - therefore, we anticipate our coverage to include dozens of stocks over time. However, we also want to make sure we get down to brass tracks by providing you a clear takeaway by ranking what we’ve dug up every quarter. The ranking will also help clarify which ones we are eyeing an entry for and what setups Knox will cover in his Discovery Tier webinars. This will be called the I/O Fund’s Top 10 New Ideas List.
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