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September 24, 2024

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.

Panos Panay, holding Microsoft laptops, formerly, he is the Chief Product Officer at Microsoft. .
September 19, 2024

AI PCs Have Arrived: Shipments Rising, Competition Heating Up


Chipmakers Qualcomm, Intel and AMD are working to bring AI-capable PCs to the “mainstream”, delivering powerful neural processing units to PCs for on-computer AI operations. AI PCs are not only a consumer market, rather will also be driven forward by enterprises and developers seeking to upgrade their employee PCs.

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September 9, 2024

Prediction: Microsoft Azure To Reach $200 Billion In Revenue By 2028


The lead we see from Microsoft today on AI revenue streams is critical enough and predictive enough that it points toward Azure surpassing $200 billion by 2028, catalyzed by the OpenAI investment.

Jensen Huang at Convention
September 2, 2024

Nvidia Stock Is Selling Off: It’s Not Because Of Blackwell


Direct liquid cooling doesn’t lie as it’s intricately linked to the Blackwell launch, implying that Blackwell would indeed ship by Q4 – and Nvidia just confirmed that (multiple times) in Q2’s release.

Jensen Huang, Nvidia CEO, delivering a presentation
August 26, 2024

Nvidia Stock: Blackwell Suppliers Shrug Off Delay Ahead Of Q2 Earnings


Bulletproof Nvidia showed an unusual bout of weakness this past month following a report from The Information that Nvidia’s new AI chips are delayed. The report asserts that Nvidia’s upcoming artificial intelligence chips will be “delayed by three months or more due to design flaws,” resulting in a final flush of selling where the stock was down (-15%) in 7 days.

Microchips
August 20, 2024

Arm Stock: Buy Its Customers, Not The Stock


Arm Holdings is the third-best performer of 2024 in AI-related semiconductor stocks with a 56% YTD return, behind only Nvidia and Taiwan Semiconductor.

Big Tech Battles on AI
August 12, 2024

Big Tech Battles On AI, Here’s The Winner


The major theme over the past month in Big Tech and AI semiconductors has been the durability of demand: essentially, what is Big Tech’s return on more than $150 billion in capex over the last twelve months (primarily for AI infrastructure), and if the companies can generate a substantial enough return from AI products to continue catalyzing GPU demand and revenue for Nvidia.

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August 1, 2024

Bitcoin Update: Next Stop $100,000


Bitcoin is the best performing asset in market history. There is no stock or asset that has come close to delivering the returns of this digital currency --- it has greatly outperformed all FAANGs, and all outliers in the history of the markets. Yet, Bitcoin is also unusual in that its volatility is equally as historic, capable of regular +70% drawdowns that inevitably push to new highs within an average of 2.5 years.

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The I/O Fund specializes in tech growth stocks and offers in-depth research for Premium Members. Investors get access to a transparent portfolio, a forum, webinars, and real-time trade notifications. Sign up for Premium.

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