Blogs -Webinar Replay: When Will Tech Stocks Bounce Back? 

Webinar Replay: When Will Tech Stocks Bounce Back? 


July 06, 2022

author

Beth Kindig

Lead Tech Analyst

Lead Tech Analyst Beth Kindig joined YCharts this week for a webinar to discuss the question on everyone’s mind: When will tech stocks bounce back?

In this 1-hour webinar, Beth answers the question that is on everyone’s mind: When will growth be back in favor? She also discusses the changes we’re seeing in the top 5 tech stocks, and what FAANGs are most likely to see all-time highs again.

The tech industry is not immune to the supply chain issues that many industries are currently facing. The trickle down effect impacts every aspect of the tech industry - from semiconductors to ad-tech to cloud, and more. Supply chains are expected to ease in Q3, and growth headwinds will dissipate even if economic headwinds persist. Beth notes that these two factors are equal if not greater than rising rates from the FED.

While Meta and Netflix had flat returns over the last four years, other FAANGs are up 200% in the same time period. Beth discusses how Microsoft (MSFT) will likely continue to be in the lead with hybrid cloud computing due to the company’s penetration with the Fortune 500 and large enterprises. As digital migration continues to occur across cloud, costs of those migrations also continue to rise. Microsoft stands out as a potential solution to this problem, with the ability to drive down costs across the full cloud stack.

Sign up for I/O Fund's free newsletter with gains of up to 403% - Click here

View the full webinar to find out Beth’s second favorite FAANG, and the companies she believes could be the next FAANGs.

The I/O Fund team uses a combination of Fundamental and Technical analysis to form a well-rounded thesis. Beth explains the tools that the I/O Fund team of analysts use, and the multi-layered automated risk management strategy that the team has developed.

Lastly, Beth holds an open Q&A about the current state of tech stocks, how the I/O Fund balances top line with the bottom line, and how the I/O Fund handles risk management during intense tech sell-offs.

Watch the webinar replay below. You can also download the slide deck here.

head bg

Get a bonus for subscription!

Subscribe to our free weekly stock
analysis and receive the "AI Stock: 5
Things Nobody is Telling you" brochure
for free.

More To Explore

Newsletter

Nvidia vs. AMD CEOs in AI GPU race, spotlighting AI inference competition.

AMD vs Nvidia: The AI Stock That Could Win by 2028

Last week, AMD offered more details on the release of their groundbreaking GPUs with little fanfare in the markets – which is par for the course as AMD has a history of being forgotten about until the

June 20, 2025
AI chip powering data growth with green upward graph, symbolizing semiconductor and AI market expansion

This AI Stock is Set to Surge from Inference Demand

Up until now, the AI conversation has been dominated by training and compute, yet inference is showing signs of exploding growth. Microsoft and Google recently highlighted 5x to 9x YoY growth in AI to

June 13, 2025
Taiwan Semiconductor drives AI growth amid geopolitical risk

Taiwan Semiconductor Stock: AI Growth Amid Geopolitical Risk 

Despite their leadership, AI stocks like Taiwan Semiconductor and Nvidia are flat year-to-date and trading at similar levels as June 2024. Clearly, the AI trade is not as straightforward as it might s

June 06, 2025
Man walks on a broken bridge with a stock chart overlay, symbolizing market challenges

Historic Market Uncertainty Meets $7 Trillion Debt Wall: What Comes Next for the S&P 500

We are seeing mounting evidence that this bounce may be the start of a new push to all-time highs, such as improved breadth, better than expected earnings plus the size of this bounce. However, one ca

May 27, 2025
a baseball stadium with Nvidia billboard

Nvidia Stock Faces a Choppy Q2, But Tailwinds Build for H2 Acceleration

Nvidia’s streak of blockbuster earnings has turned investor expectations into a high-stakes game— anything short of perfection risks disappointment. As the company gears up to report fiscal Q1 results

May 23, 2025
Microsoft stock up as Azure tops AWS, Google Cloud in Q3 2025

Microsoft Stock Surges After Q3 2025 Earnings: What Separates Azure from AWS, Google Cloud

Microsoft stock jumped after Q3 2025 earnings as Azure emerged as the only major cloud platform to accelerate growth this quarter — a rare feat amid macro pressures. Azure’s 35% constant currency grow

May 16, 2025
Bitcoin price chart signaling potential top despite favorable crypto news

Why Bitcoin’s Bull Run May Be Nearing a Top Despite Pro-Crypto Tailwinds

Since calling the Bitcoin bottom near $16,000 in late 2022, the I/O Fund has maintained a disciplined, contrarian approach — issuing 13 buy alerts before Bitcoin surged above $100,000. Now, signs sugg

May 09, 2025
S&P 500 hits key 2025 target as bond market and consumer trends signal rising volatility and shifting stock-bond correlation.

2025 Market Outlook: Why Stocks and Bonds Are Signaling More Volatility

As the S&P 500 reaches a key bounce target, troubling signs in bonds and consumer behavior suggest this market rally may be on thin ice. I/O Fund’s Knox Ridley explains why volatility may intensify an

May 02, 2025
Illustration of an investor holding an umbrella, shielding from stock market volatility.

The Impact of Tariffs on the Stock Market: Q1 Preview

Rising tariffs are injecting significant uncertainty into the stock market, triggering daily volatility and forcing analysts to revise earnings estimates. Our Q1 preview dives into the potential impac

April 25, 2025
Aerial view of Tesla's new Model Y Juniper parked in lines. Courtesy of Tesla, Inc.

Tesla Stock Faces Recalibration of Growth Expectations

Tesla’s stock is now facing a recalibration of expectations after Q1’s delivery report missed by a wide margin. Q1’s analyst consensus has gone from $25.98B at the start of the year to $23.97B in earl

April 17, 2025
newsletter

Sign up for Analysis on
the Best Tech Stocks

https://bethtechnology.cdn.prismic.io/bethtechnology/e0a8f1ff-95b9-432c-a819-369b491ce051_Logo_Final_Transparent_IOFUND.svg
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.

We are on social networks


Copyright © 2010 - 2025