Beth Kindig

The data-center gold rush is speeding up, not settling down. AI servers are fast becoming the spine of the modern internet — and Nvidia Corp (NASDAQ:NVDA) is setting the tempo while hyperscalers scramble to keep up. Broadcom Inc (NASDAQ:AVGO) and Advanced Micro Devices Inc (NASDAQ:AMD) aren't in...

Nvidia Corp (NASDAQ:NVDA) has become the face of the AI boom, but it may not be the clearest proof that the trade is working. According to I/O Fund's CEO and chief investment strategist Beth Kindig, the more revealing signal is coming from Meta Platforms Inc (NASDAQ:META) — a company whose AI...

I/O Fund’s CEO Beth Kindig has issued what may be the boldest valuation call of the AI era: Nvidia Corp (NASDAQ:NVDA) at $20 trillion by 2030. Track NVDA stock here. It sounds like a headline built to shock, but Kindig insists it's the opposite — not hype, not hyperbole, but a "data-driven...

Three years ago, Nvidia Corp (NASDAQ:NVDA), Advanced Micro Devices Inc (NASDAQ:AMD), and Broadcom Inc (NASDAQ:AVGO) were collectively worth about $600 billion. Today, that number has ballooned to nearly $6.8 trillion. I/O Fund CEO and Lead Tech Analyst Beth Kindig highlighted the tenfold surge on X...

CoreWeave Inc (NASDAQ:CRWV) just made a big move — but the market didn't applaud. Shares of Core Scientific Inc (NASDAQ:CORZ) plunged nearly 21% on Monday, even as AI cloud provider CoreWeave announced it will acquire the Bitcoin (CRYPTO: BTC) miner in an all-stock deal. The twist? Beth Kindig,...

Intel Corp. (NASDAQ:INTC) SuperFluid cooling tech could be useful for Nvidia Corp.’s (NASDAQ:NVDA) Blackwell Ultra GB300 chips, which were launched during its GTC conference. What Happened: Team Blue’s SuperFluid, launched in 2023, is positioned to capture a significant share of the...

Former SEC lawyer and lead tech analyst at I/O Fund, Beth Kindig, on Wednesday equated restrictive policies on crypto to historic attempts at holding back major advancements, likening it to “stifling electricity because they had a stake in oil lamps.” What Happened: In an interview with...

NVIDIA Corp. (NASDAQ:NVDA) is projected to surge to a $10 trillion valuation, according to Beth Kindig, lead tech analyst at I/O Fund. Kindig highlighted the potential of Nvidia’s next-generation artificial intelligence chip, Blackwell. What Happened: Kindig believes Nvidia’s Blackwell...