This quarter we chose Nvidia, Lam Research, Ambarella, Advanced Micro Devices, Broadcom, Marvell Technology, and Qorvo for an earnings preview.

Taiwan Semiconductor officially opened the sector’s earnings with a bang as it beat consensus estimates and also guided strong revenue in the fourth quarter. Specifically, the company’s Q3 YoY sales growth of 16% beat estimates by 0.5% while guidance for Q4 sales growth represents an acceleration to 23% YoY growth, which came in ahead of the consensus estimate by 1%.

This quarter, we chose to go over Roku, Snap, PubMatic, The Trade Desk, Magnite, Pinterest, and Digital Turbine.

In this earnings preview, we review key companies in ad-tech to gauge what to look for in the upcoming Q3 earnings reports.

In this short video, Bradley comments on Bumble's low valuation but faster growth rate relative to Tinder!

For passive investors, this has been an easy year to be a bull. The market is up over 17% YTD in what is one of the lowest volatility years since 2017.

Two years ago, the I/O Fund wrote about Apple’s mobile privacy changes and kept our newsletter readers aware of these changes as they rolled out. Going into earnings, we are seeing headlines that Facebook may be affected.

Despite Bitcoin’s recent decline, volatility is actually decreasing and the asset is beginning to stabilize in terms of historical performance.