Beth Kindig – Medium

Beth Kindig

1.95K followers

Beth Kindig

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Jun 30

Micron Up 900%: Why AI Memory Trade Still Has Upside

Micron has surged 900%, but the AI memory trade may still have upside. HBM shortages, rising demand, and delayed supply could drive...

Micron Up 900%: Why AI Memory Trade Still Has Upside

Beth Kindig

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Jun 24

S&P 500 Shrugs Off Iran War—What’s Next?

The S&P 500 shrugged off the Iran war. Discover the real driver—global liquidity—and what could finally disrupt the rally.

S&P 500 Shrugs Off Iran War—What’s Next?

Beth Kindig

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Jun 18

Nvidia, CoreWeave & Nebius: Circular Financing in the GPU Boom

Explore how Nvidia, CoreWeave, and Nebius are powering the AI boom through circular financing, GPU-backed debt, and massive hyperscaler...

Nvidia, CoreWeave & Nebius: Circular Financing in the GPU Boom

Beth Kindig

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Jun 10

AMD, Nvidia, Arm, Intel: Inside $120B AI CPU Gold Rush

Discover how AMD, Nvidia, Arm, and Intel are competing in a $120 billion AI-driven CPU market as demand for data center processors…

AMD, Nvidia, Arm, Intel: Inside $120B AI CPU Gold Rush

Beth Kindig

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Jun 4

Google TPU v8 vs Nvidia: Inference Rewrites AI Market

Google's TPU v8 and the inference-specific TPU 8i enter the merchant AI accelerator market. Here's how they compare to Nvidia GPUs...

Google TPU v8 vs Nvidia: Inference Rewrites AI Market

Beth Kindig

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May 28

AI Networking Stock Beats Nvidia by 7X With 135% Returns

This AI networking stock crushed Nvidia with 135% returns. Learn the drivers behind its explosive growth in AI and optical networking.

AI Networking Stock Beats Nvidia by 7X With 135% Returns

Beth Kindig

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May 20

Bloom Energy Stock (BE) — Top Performing Stock in April 2026 | Our Best Pick

Bloom Energy emerged as April’s best-performing stock in 2026. Discover why our top pick is gaining momentum and what’s driving its…

Bloom Energy Stock (BE) — Top Performing Stock in April 2026 | Our Best Pick

Beth Kindig

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May 15

Inside Nvidia’s $4B Optical Strategy: Why CPO Changes Everything

A deep dive into Nvidia’s $4B optical networking strategy and how co‑packaged optics (CPO) will reshape AI factories, data centers, and...

NVIDIA Spectrum‑X co‑packaged optics networking switches for AI factories, shown as two floating processor modules with futuristic data‑flow light trails.

Beth Kindig

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May 6

Is Nvidia Stock a Buy? Chip Rally Could Signal Market Top

Nvidia’s AI‑led surge faces rising risks. Semiconductor divergences, margin pressure, and fifth‑wave signals hint at a bull trap near...

Is Nvidia Stock a Buy? Chip Rally Could Signal Market Top

Beth Kindig

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May 1

Nvidia Stock Forecast: $20T Market Cap — Just Not in 2026

Nvidia stock’s $20 trillion thesis remains intact, but timing risk is rising. Here’s why software, inference, and custom silicon change...

Nvidia microchip centered between AMD and AVGO chips floating above Earth in space, symbolizing the global semiconductor and AI technology market.

Beth Kindig

Beth Kindig

1.95K followers

Beth is perhaps best known as the “Queen of Nvidia." She is a regular guest on Fox Business, Bloomberg Tech, and Bloomberg Asia

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