Webinar Replay: When Will Tech Stocks Bounce Back?
July 06, 2022
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.
Gains of up to 2,880% from our Free Newsletter.
Here are sample stock gains from the I/O Fund’s newsletter --- produced weekly and all for free!
2,880% on Nvidia
750% on Bitcoin
*as of Nov 20, 2024
Our newsletter provides an edge in the world’s most valuable industry – technology. Due to the enormous gains from this particular industry, we think it’s essential that every stock investor have a credible source who specializes in tech. Subscribe for Free Weekly Analysis on the Best Tech Stocks.
If you are a more serious investor, we have a premium service that offers lower entries and real-time trade alerts. Sample returns on the premium site include 4,490% on Nvidia, 900% on Chainlink, and 1,120% on Bitcoin. The I/O Fund is audited annually to prove it’s one of the best-performing Funds on the market, with returns that beat Wall Street funds.
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
This Is Not Broadcom’s ‘Nvidia Moment’ Yet
Broadcom’s stock surged 35% in two days despite a mediocre Q4, as management offered investors a picturesque addressable market forecast for 2027. Q4 was not the blowout report the market made it out
Semiconductor Stocks Exposed To China With Tariffs Incoming
Semiconductor stocks will come into focus in 2025 as geopolitical tensions rise. China is likely to retaliate following Trump’s most recent threats of 10% additional tariffs to all Chinese goods. This
Shopify Stock Is A Black Friday Beneficiary That Faces Key Test In Q4
Black Friday and Cyber Monday e-commerce sales broke records again this year, with Adobe pointing out that US sales increased 10.2% YoY to $10.8 billion on Black Friday while Cyber Monday sales rose 7
Nvidia’s Stock Has 70% Potential Upside For 2025
Nvidia once again posted a $2 billion beat to consensus revenue estimates in Q3, reporting YoY growth of nearly 94% to over $35 billion in revenue. Data center revenue more than doubled in the quarter
Nvidia Stock Is A Buy On Dips Before Blackwell Arrives In 2025
Nvidia’s stock broke to all-time highs recently, trading at $148 in early November and $147 yesterday. The stock has left many investors wondering “what comes next” after the unrelenting, historic sur
AI Spending To Exceed A Quarter Trillion Next Year
Big Tech’s AI spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter trillion dollars predominantly towards AI infrastructure next year
Palantir Stock: How High Is Too High?
Palantir proved again in Q3 that it’s undeniably one of the stronger AI software stocks in the market outside of the cloud hyperscalers. The company reported visible AI-driven growth and persisting bu
Bitcoin Bull Market Intact as Risk Increases
In December 2022, we boldly stated that “Bitcoin is a buy” when it was trading around $17,000. We were positioning for a new bull cycle and projected a target between $75,000 - $132,000. Despite Bitco
Tesla Stock: Margins Bounce Back For AI-Leader
Tesla is arguably one of the most advanced AI companies in the world, yet its stock is dictated by margins. Over the past three years, Tesla’s average gross profit per vehicle has declined by 60%, fal
This Stock Is Crushing Salesforce, MongoDB And Snowflake In AI Revenue
In this article, I break down how Palantir’s AIP is putting it a step above peer Salesforce, MongoDB and Snowflake with visible AI growth, and its undeniable ‘secret sauce’.
