Beth Kindig – Medium

Beth Kindig

Semiconductor Stocks Q4 Overview: AI Gains Heat Up

Semiconductor stocks are standout performers so far in 2024, with investor appetite for AI stocks remaining elevated as AI chip leader…

9 min read2 days ago

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Semiconductor Stocks Q4 Overview: AI Gains Heat Up

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Beth Kindig

Arm Stock: AI Chip Favorite Is Overpriced

Arm Holdings is positioned to capitalize on the growing adoption of artificial intelligence (AI) technologies, leveraging its established…

11 min readMar 26, 2024

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Arm Stock: AI Chip Favorite Is Overpriced

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Beth Kindig

Top 3 Ad-Tech Stocks For 2024

Ad spending growth is widely forecast to accelerate in 2024, after a challenging macro environment significantly dented budgets and growth…

10 min readMar 19, 2024

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Top 3 Ad-Tech Stocks For 2024

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Beth Kindig

Cybersecurity Stocks: CrowdStrike Soars While Palo Alto And Zscaler Fall

This year has led to a split landscape for cybersecurity stocks, with two of cybersecurity leaders up more than 20% YTD while others are…

9 min readMar 12, 2024

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Cybersecurity Stocks: CrowdStrike Soars While Palo Alto And Zscaler Fall

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Beth Kindig

The Magnificent 7 Are Falling Like Dominos; Only 3 Remain

The Magnificent 7, defined as Apple, Alphabet, Amazon, Meta, Microsoft, Nvidia and Tesla, have seen a “magnificent” run fueled by AI…

7 min readMar 5, 2024

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The Magnificent 7 Are Falling Like Dominos; Only 3 Remain

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Beth Kindig

Nvidia Stock Gained $1.5 Trillion To Surpass The FAANGs — Apple Is Next

In August of 2021, my firm made a very bold prediction that Nvidia will surpass Apple in valuation. At the time, Nvidia was at a market…

13 min readFeb 28, 2024

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Nvidia Stock Gained $1.5 Trillion To Surpass The FAANGs — Apple Is Next

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Beth Kindig

Palantir Stock Surges From Artificial Intelligence Platform

Palantir’s Q4 earnings confirmed an acceleration in its US commercial business as it closed out its first GAAP profitable year. Shares are…

8 min readFeb 20, 2024

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Palantir Stock Surges From Artificial Intelligence Platform

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Beth Kindig

AI Driving Acceleration For Big 3 Cloud Stocks

Big Tech’s participation in the market’s push to all-time highs is becoming increasingly narrow, with Nvidia, Meta, Microsoft and Amazon…

7 min readFeb 13, 2024

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AI Driving Acceleration For Big 3 Cloud Stocks

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Beth Kindig

Coinbase, Robinhood: Examining The Impact Of Spot Bitcoin ETFs

The SEC approved nearly a dozen spot Bitcoin ETFs on January 10 in what was heralded as a “watershed” moment for the crypto industry…

9 min readJan 30, 2024

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Coinbase, Robinhood: Examining The Impact Of Spot Bitcoin ETFs

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Beth Kindig

Tesla Q4 Earnings Preview: Margins Likely To Slip Again

Tesla’s Q4 earnings are on tap after the market close on January 24, closing up a year in which aggressive price cuts helped the automaker…

9 min readJan 23, 2024

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Tesla Q4 Earnings Preview: Margins Likely To Slip Again

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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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