Beth Kindig – Medium

Beth Kindig

Beth Kindig

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…

1d ago

AI Spending To Exceed A Quarter Trillion Next Year

1d ago

Beth Kindig

Palantir Stock: How High Is Too High?

Two weeks ago, I highlighted that Palantir is “one of the rare few that sees AI drive both real returns for its business and real value for…

Nov 12

Palantir Stock: How High Is Too High?

Nov 12

Beth Kindig

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…

Oct 30

Tesla Stock: Margins Bounce Back For AI-Leader

Oct 30

Beth Kindig

This Stock Is Crushing Salesforce, MongoDB And Snowflake In AI Revenue

Palantir has been one of the top-performing AI software stocks this year with a 156% YTD return, thanks to accelerating revenue growth and…

Oct 22

This Stock Is Crushing Salesforce, MongoDB And Snowflake In AI Revenue

Oct 22

Beth Kindig

Nvidia, Mag 7 Flash Warning Signs For Stocks

The Fed surprised the market with an aggressive 50 bps cut recently, which has pushed the S&P 500 back to new all-time highs. However, not…

Oct 15

Nvidia, Mag 7 Flash Warning Signs For Stocks

Oct 15

Beth Kindig

Cybersecurity Stocks Seeing Early AI Gains

Cybersecurity is becoming increasingly important in the age of AI, as the number and sophistication of threats increase. Combining…

Oct 1

Cybersecurity Stocks Seeing Early AI Gains

Oct 1

Beth Kindig

4 Things Investors Must Know About AI

Last week was quite an important week for tech and AI investors, with Goldman Sachs hosting its Communacopia and Technology Conference…

Sep 24

4 Things Investors Must Know About AI

Sep 24

Beth Kindig

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…

Sep 18

AI PCs Have Arrived: Shipments Rising, Competition Heating Up

Sep 18

Beth Kindig

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

The period after the dot-com bubble including the financial crisis of 2008 were difficult years for Microsoft. The stock returned a mere…

Sep 10

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

Sep 10

Beth Kindig

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

Our firm extrapolated supply chain data to conclude that Blackwell is in production at TSM and SMCI last week in the analysis: Nvidia…

Sep 3

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

Sep 3

Beth Kindig

Beth Kindig

CEO and Lead Tech Analyst for the I/O Fund with cumulative audited results of 141%, beating Ark and other leading active tech funds over four audit periods in 2

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