Beth Kindig – Medium

Beth Kindig

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…

6d ago

Cybersecurity Stocks Seeing Early AI Gains

6d ago

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

Nvidia Stock: Blackwell Suppliers Shrug Off Delay Ahead Of Q2 Earnings

Bulletproof Nvidia showed an unusual bout of weakness this past month following a report from The Information that Nvidia’s new AI chips…

Aug 28

Nvidia Stock: Blackwell Suppliers Shrug Off Delay Ahead Of Q2 Earnings

Aug 28

Beth Kindig

Arm Stock: Buy Its Customers, Not The Stock

Arm Holdings is the third-best performer of 2024 in AI-related semiconductor stocks with a 56% YTD return, behind only Nvidia and Taiwan…

Aug 20

Arm Stock: Buy Its Customers, Not The Stock

Aug 20

Beth Kindig

Big Tech Battles On AI, Here’s The Winner

The major theme over the past month in Big Tech and AI semiconductors has been the durability of demand: essentially, what is Big Tech’s…

Aug 13

Big Tech Battles On AI, Here’s The Winner

Aug 13

Beth Kindig

Palantir’s Stock Is Priced For Perfection

We are no strangers to Palantir’s story, saying as far back as September 2020 prior to Palantir’s public offering that the “commercial…

Jul 23

Palantir’s Stock Is Priced For Perfection

Jul 23

Beth Kindig

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…

Jul 16

Tesla’s Q2 Deliveries Strong, But What’s To Come?

Jul 16

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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