Data Center
Written by
Beth Kindig
Founder, CEO and Lead Technology Analyst
Published: January 13, 2023
Last Updated: January 13, 2023
Last week, I joined Samuel Burke from Real Vision to discuss “3 Ideas.” We discussed why I see Nvidia as the #1 AI stock and also why cloud is weaker than it appears.
View the Clip on Twitter hereView the Clip on Twitter here
The full 30-minute video is available here with a Real Vision subscription or 7-day free trial.
For more information on our Nvidia thesis, you can access previous research here:
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For more information on why Cloud is Weak, you can access our previous research here:
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About the author
Beth Kindig is the Founder, CEO and Lead Technology Analyst at I/O Fund, with more than 15 years of experience covering private and public technology companies. Known for her early Nvidia research beginning in 2018 and bold, high-conviction calls on emerging technology trends, Beth also manages I/O Fund's audited technology portfolio, which has returned 326% since May 2020, or 29.2% annualized. She is a regular guest on Fox Business and Bloomberg and has appeared on Real Vision, CNBC, Yahoo Finance, BBC, MarketWatch, Forbes, and more.
Email: beth@io-fund.com
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