Beth Kindig – Medium

Beth Kindig

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…

4d ago

Semiconductor Stocks Exposed To China With Tariffs Incoming

4d ago

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…

Dec 10

Shopify Stock Is A Black Friday Beneficiary That Faces Key Test In Q4

Dec 10

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…

Dec 2

Nvidia’s Stock Has 70% Potential Upside For 2025

Dec 2

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…

Nov 19

AI Spending To Exceed A Quarter Trillion Next Year

Nov 19

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

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

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

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

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

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

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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