Watch I/O Fund analyst Bradley Cipriano give a brief overview of Enphase's Q3 2021 results and what to expect going forward in this short video presentation.

Watch I/O Fund analyst Bradley Cipriano give a brief overview of Tesla's strong Q3 2021 results in this short video presentation.

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.

The I/O Fund believes venture capitalists are some of the world’s best tech growth investors so we were thrilled to join Jason Calacanis on This Week in Startups.

Learn three different ways that growth companies can cosmetically juice their topline growth rates! Equity Analyst Bradley Cipriano provides techniques that investors can use to uncover these tricks and also provides an example of how investors can use this information to find high-quality growth companies.

Last week, I wrote that Nvidia could surpass Apple in five years as the artificial intelligence economy will be nearly four times larger than the mobile economy that drove Apple. To get an understanding of how big the AI economy will be, we pointed towards estimates of AI adding $15 trillion in GDP once it reaches maturation in 2030 compared to mobile adding $4.4 trillion to GDP in the current year.

Nvidia has a market cap of roughly $550 billion compared to Apple’s nearly $2.5 trillion. We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP.

According to IDC, companies are on track to spend a combined nearly $342 billion on AI software, hardware, and services like AI Enterprise in 2021. Consequently, the market is huge and Nvidia is expecting significant business.

Inflation has continued to concern investors into the month of August, causing many growth stocks to give back any footing they gained in the prior month. Since the February top in tech growth, only select names in the cloud and semiconductor space, as well as big tech, are at new highs, while many high fliers from last year are still building a base.

According to Fubo’s recent earnings call, a free-to-play app is scheduled to launch in Q3 and a sports betting app is scheduled to launch in Q4.

Recently I joined Ed Gotham from CMC markets in the Opto Sessions podcast. I discussed what tech trends will shine in the next five to ten years, how I started I/O Fund, and how we spot the right tech stocks. Also, don’t miss out on the quick-fire questions towards the end of the session.

Investors were taken by surprise last week when the US consumer price index rose 5.4% year-over-year in June, the fastest pace seen since August 2008. On a monthly basis, it rose 0.9%. Excluding the volatile food and energy prices, while the Core Consumer Price Index rose 4.5% in June, this was the fastest pace since 1991.

On February 16th, the dynamics of the market shifted as we saw the beginning of a large rotation away from the growth stocks that led us out of the 2020 bear market.

I recently joined the ‘Building Wealth’ podcast with Rajeev Aggarwal. Among several other topics, we spoke about why the I/O Fund thinks having some exposure to Chinese stocks is a good idea, and our long-term view for crypto investments.

Asana is the best performing cloud stock this year. The I/O Fund discusses how they identified this opportunity by using a blend of fundamentals and technicals to remain with the stock through the growth selloff. I/O Fund also added to the position in May for an 85% gain in under a month.

On March 2nd we provided a detailed webinar regarding the state of Bitcoin. We outlined that we could see one more push for Bitcoin into the $64,000 - $107,000 region before we see a major top form.

Knox Ridley, the Portfolio Manager for the I/O Fund, has written an overview of the levels he is watching for the Nasdaq 100 and also why the Dow Transportation Index will help confirm if we see the next leg higher.

As earnings season winds down, we review earnings reports for popular growth tech stocks Etsy, Square, and Palantir. 

In my newest Forbes article, I revisited Fubo, discussing its audience growth, the launching of Fubo Sportsbook and most importantly, its rivalry with DraftKings.

The last few months have been difficult for tech growth investors. In isolation, it would appear that the party is over, and the broad market is likely to follow. However, if we track where the money is flowing, it appears that the standard safe haven plays, like Staples, Utilities and Gold, are not receiving the bulk of the rotation. Instead, money is flowing into transportation stocks, industrial stocks and financials.

I recently joined the Motley Fool podcast with Brian Feroldi and Brian Stoffel where we discussed electric vehicles, artificial intelligence, and whether growth tech investors should rotate into value. Below, we provide a summary of each video and YouTube clips. 

Despite mixed reports about Pinterest’s upcoming earnings report, we are seeing similar year-over-year growth in DAUs as Snapchat reported, which is 21.16% and 22% respectively. We are hopeful that with an ad-rebound in many sectors that Pinterest will also have a healthy earnings report, where low ad revenue last year will offset tough comps in usage.