Beth Kindig – Medium

Beth Kindig

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…

6d ago

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

6d ago

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

AI PC Stocks: Emerging 2024 And 2025 Story

AI-capable PCs are expected to be an explosive trend through 2025 and beyond. The trajectory of AI will increase when more people can…

Jul 3

AI PC Stocks: Emerging 2024 And 2025 Story

Jul 3

Beth Kindig

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…

Jun 25

AI Power Consumption: Rapidly Becoming Mission-Critical

Jun 25

Beth Kindig

Here’s Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030

Nvidia has a market cap of $3 trillion today. We believe Nvidia will reach a $10 trillion market cap by 2030 or sooner through a rapid…

Jun 11

Here’s Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030

Jun 11

Beth Kindig

Taiwan Semiconductor Stock: April Sales Soar From Advanced Nodes

Taiwan Semiconductor (TSMC) is the supplier for major design companies, such as Apple, Nvidia, AMD, Arm, Qualcomm, Broadcom, MediaTek and…

Jun 4

Taiwan Semiconductor Stock: April Sales Soar From Advanced Nodes

Jun 4

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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