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 2,390% from our Free Newsletter.
Here are sample stock gains from the I/O Fund’s newsletter --- produced weekly and all for free!
+2,390% on Nvidia
+450% on Bitcoin
*as of Jun 25, 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 3,900% on Nvidia, 850% on Chainlink, and 695% 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.
More To Explore
Newsletter
Mag 7 Stocks Should See One More High
Optimism around the Fed could spark a continuation of the relief rally in the Russell 2000 and further rotation out of the Mag 7. Below, we look at the pros and cons of a Mag 7 rotation and how we pla
Palantir’s Stock Is Priced For Perfection
Heading into 2024, Palantir was exhibiting “multiple signs of acceleration” stemming from strong growth in its US commercial segment, driven by AIP, Palantir’s Artificial Intelligence Platform that le
Tesla’s Q2 Deliveries Strong, But What’s To Come?
After months of being the lowest performing Mag 7 stocks, Tesla saw rapid gains — up 42% in a one month rally, with 37% of those gains in eight sessions — after it reported Q2 deliveries ahead of expe
How to Participate in Tech: The Million Dollar Question (Video Highlights)
With audited returns of 131% since inception, compared to the NASDAQ-100’s 82%, portfolio manager, Knox Ridley, lays out how we have successfully maintained an overexposure to the right tech stocks, w
This AI Stock Could Outpace Nvidia’s Returns by 2030
Lead Tech Analyst and CEO Beth Kindig recently joined Real Vision’s Nico Brugge to discuss her AI outlook on leading AI stock Nvidia, while sharing which AI stock she believes may outpace Nvidia’s ret
AI PC Stocks: Emerging 2024 And 2025 Story
Currently, there is a major bottleneck right now for AI applications to where client devices are not powerful enough or energy efficient enough to leverage AI capabilities at the edge.
AI Power Consumption: Rapidly Becoming Mission-Critical
Big Tech is spending tens of billions quarterly on AI accelerators, which has led to an exponential increase in power consumption. Over the past few months, multiple forecasts and data points reveal s
With Bitcoin at All-Time Highs, Here’s What’s Next for COIN, HOOD
Bitcoin and the spot BTC ETFs have clearly seen strong investor appetite since the approval in the beginning of the year. Alongside strong initial adoption of the new ETF class, we’re also seeing majo
Here's Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030
I believe Nvidia can achieve an astonishing $10 trillion market cap by 2030. As you’ll see from the key points to my thesis, there is a bull case where a $10T market cap estimate in a little over six
Taiwan Semiconductor Stock: April Sales Soar From Advanced Nodes
Despite warning of a slowdown in the broader semiconductor industry this year, TSMC’s April sales surged 60% YoY and 21% MoM. This marks a positive start to the 20-percentage point acceleration to 33%