Tier 1 Media outlets such as Fox Business News, Bloomberg and Real Vision interviewed Beth four times over the past month about her call on Nvidia and also picked her brain on other AI-related topics.

This analysis looks at First Solar, Enphase and Tesla as beneficiaries of the Inflation Reduction Act. IRA’s primary objective is to spur investments in clean energy, transport and manufacturing.

Although many AI stocks will not report enough AI revenue to survive the fierce, competitive battle the tech industry faces due to AI/ML, Wall Street investors can reasonably assume that Microsoft will be a leader in this space.

When the market was selling tech last year, the I/O Fund was buying AI leaders. For example, from September 2021 through January of 2023, we initiated 9 buy alerts for NVDA below $210. The last two alerts were at $108 and $149 in late 2022. We initiated buy alerts for additional AI stocks, as well, resulting in a 45% allocation to AI going into May. Compare this to Stanley Druckenmiller, who had 29.5% allocation in AI, and has been covered by the press as the leading AI investor.

The smartphone market continues to be hit hard in q1, with prices down 20% and shipments down 13%, according to Canalys. Despite double digit decline across the industry, Apple delivered marginal growth on its iPhone sales at +1.5%.

My coverage on Nvidia as an AI leader began in 2018 (yes, really – five years ago). Since then, I’ve covered the AI microtrend for this specific stock 27 times on my research site, which is the equivalent of a novel.

The mega-cap stocks that are known as FAAMG reported earnings recently. These names are driving the market higher, especially Microsoft and Apple. In fact, the percentage of Microsoft and Apple’s combined weighting in the S&P 500 has never been higher.

Investors looking for the “next big thing” will point toward companies like Stripe, Sofi or Square as the leading fintech stocks. Meanwhile, the next big thing to disrupt the financial sector may be sitting in plain sight. Apple grew its cash trove through legendary design and hardware, yet how Apple chooses to leverage its enormous reserve of cash may be what writes the next chapter for the world’s most valuable company.