Archives: Webinars

I/O Fund – Premium – Market Update – December 5, 2024 – Broad Market, Crypto, COIN, NVDA, DELL, MRVL, and ALAB.

Watch Knox's webinar replay as he covers the Broad Market, Crypto, COIN, NVDA, DELL, MRVL, and ALAB.

Timestamps:

00:00 – Broad Market

06:39 – Supporting Markets

17:07 – Meta

18:07 – Microsoft

19:12 – Nvidia

22:41 – Astera Labs

26:23 – Taiwan Semiconductors

28:44 – Alpha and Omega Semiconductors

32:54 – Marvell

35:30 – Dell

39:21 – Coinbase

41:28 – Bitcoin

49:13 – Chainlink

52:41 – Ethereum

I/O Fund – Premium – Market Update – November 21, 2024 – Broad Market and All I/O Fund Positions.

Watch Knox's webinar replay as he covers the Broad Market and All I/O Fund Positions.

Timestamps:

00:00 – Broad Market

09:08 – Supporting Market

20:06 – FAANGs

24:35 – Nvidia

27:28 – Dell

30:08 – Micron

31:49 – Taiwan Semiconductor

39:00 – Applovin

41:05 – Arista Labs

42:32 – Bitcoin

50:55 – Chainlink

52:41 – Ethereum

54:18 – Coinbase

58:05 – Q&A

I/O Fund – Premium – Market Update – November 14, 2024 – Broad Market, AI Semis, APP, ALAB, and Crypto.

Watch Knox's webinar replay as he covers the Broad Market, AI Semis, APP, ALAB, and Crypto.

Timestamps:

00:00 – Broad Market

20:33 – Supporting Markets

31:23 – Microsoft

31:54 – Apple

32:05 – Google

32:38 – Meta

32:56 – Amazon and Tesla

33:12 – Nvidia

34:12 – Semiconductors

36:15 – Broadcom

36:44 – Broadcom

37:34 – Marvell

38:00 – Micron

38:27 – AMD

39:00 – Dell

39:39 – Lam Research

41:02 – Bitcoin

46:37 – Coinbase

53:17 – AppLovin

56:08 – Astera

57:37 – Q&A

I/O Fund – Premium – Market Update – November 7, 2024 – Broad Market, AI Semis, Crypto, APP, and PLTR.

Watch Knox's webinar replay as he covers the Broad Market, AI Semis, Crypto, APP, and PLTR.

Timestamps:

00:00 – Broad Market

15:05 – Supporting Markets

27:46 – Amazon

29:03 – Google

30:25 – Tesla

31:00 – Nvidia

34:50 – Meta

35:28 – Apple

35:58 – Microsoft

37:02 – AMD

39:05 – Broadcom

41:35 – Micron

42:57 – Taiwan Semiconductor

44:24 – Bitcoin

50:14 – Coinbase

54:13 – Solana

55:23 – Chainlink

01:00:25 – Palantir

01:04:13 – Applovin

01:07:08 – Q&A

I/O Fund – Premium – Market Update – October 31, 2024 – Broad Market, AI Semis, PLTR, and Crypto.

Watch Knox's webinar replay as he covers the Broad Market, AI Semis, PLTR, and Crypto.

Timestamps:

00:00 – Broad Market

11:11 – Gold

13:07 – S&P 500

20:04 – Dow Jones

20:53 – Semiconducors

22:31 – Microsoft

23:44 – Google

24:56 – Meta

25:58 – Nvidia

28:36 – AMD

30:25 – Super Micro

31:40 – Dell

32:33 – Micron

33:36 – Taiwan Semiconductors

34:35 – Palantir

35:08 – Bitcoin

39:34 – Coinbase

41:06 – Q&A

Below are the webinar highlights. We hold quarterly webinars to discuss our positions and identify trends/catalysts we are eyeing to fill our new idea pipeline.

The webinars are not an earnings call or prediction, as anything can happen during an earnings season. It’s an opportunity for us to go over our fundamental research with our members.

2025 Investable Trends – Nvidia Blackwell

AI Power Consumption, HBM3e Memory Boom

Advanced Packaging, Edge AI and Enterprise AI

AI Impact

Updated Bull Case and Bear Case

Bitcoin

Leaders Lead

Conclusion

Pro premium members receive deep-dive research on the stocks in the portfolio and quarterly earnings kickoff webinars. In addition, the Advanced Market Signals Members receive regular technical and broad market analysis, weekly webinars from our Portfolio Manager, Knox Ridley, hedge signal, and trade alerts. Learn more here.here.

Recommended Reading:

• TSMC Q3 2024 Earnings: Strong results led by AI demand
• Essentials Positions Update: Nvidia, TSMC, and Bitcoin
• Q2 2024 Webinar Highlights
• Q1 2024 Webinar Highlights

I/O Fund – Premium – Market Update – October 24, 2024 – Broad Market, FAANGs, Semis, and Crypto.

Watch Knox's webinar replay as he covers the Broad Market, FAANGs, Semis, and Crypto.

Timestamps:

00:00 – Broad Market

32:55 – Nvidia

35:00 – Broadcom

35:25 – Taiwan Semiconductors

36:08 – Advanced Micro Devices

36:44 – Micron

37:16 – Lam Research

37:45 – Advanced Semiconductor Materials Lithography

38:43 – Qualcomm

39:37 – Dell

41:56 – Bitcoin

44:09 – Coinbase

46:19 – Chainlink

48:32 – Solana

49:59 – Super Micro

51:11 – Q&A

Watch I/O Fund Lead Tech Analyst, Beth Kindig, review the I/O Fund portfolio and discuss the key trends we aim to capture for 2025.

Special Theme for Q4 Webinar:

Discover how the I/O Fund is preparing for 2025, with a focus on why Nvidia’s Blackwell will be a significant driving force next year and how investors can position themselves accordingly.

Timestamps:

00:00 – Introduction

01:06 – Nvidia Blackwell Trends

01:37 – Custom Silicon vs Blackwell

02:14 – AI Infrastructure

02:58 – Crypto and AI Priorities

03:35 – Blackwell's Competitive Edge

09:02 – Market Dynamics

11:25 – Semiconductor Market

41:52 – Market Trends

43:23 – Valuation and Technicals

43:53 – Crypto Market

44:44 – Portfolio Insights

45:32 – NVIDIA Positioning

48:44 – New Opportunities

49:24 – Mobile App Development

51:11 – Investment Strategy

01:22:53 – AI in Advertising

01:25:18 – Loss Prevention

01:26:20 – Portfolio Building

01:31:29 – Microsoft's Growth

01:34:01 – AI's GDP Impact

I/O Fund – Premium – Market Update – October 17, 2024 – Broad Market and I/O Fund Portfolio.

Watch Knox's webinar replay as he covers the Broad Market and I/O Fund Portfolio.

Timestamps:

00:00 – Introduction

05:34 – Supporting Markets

16:21 – Small Caps

18:13 – Semiconductors

20:40 – Taiwan Semiconductor

21:48 – Broadcom

22:43 – Nvidia

24:32 – AMD

25:06 – Micron

25:53 – Qualcomm

26:06 – ASML

27:19 – Dell

32:43 – Cloudflare

33:37 – Alpha and Omega

34:40 – Coinbase

36:58 – Bitcoin

39:12 – Chainlink

41:27 – Solana

42:15 – Ethereum

42:37 – Palantir

43:24 – Super Micro

I/O Fund – Premium – Market Update – October 10, 2024 – Broad Market, AI Stocks, and Crypto.

Watch Knox's webinar replay as he covers the Broad Market, AI Stocks, and Crypto.

Timestamps:

00:00 – Broad Market

16:07 – Supporting Markets

24:04 – Nvidia

25:05 – Microsoft

25:53 – Amazon

26:40 – Google

27:27 – Meta

27:49 – AMD

28:57 – Dell

30:27 – Micron

32:06 – Coinbase

32:53 – Bitcoin

33:32 – Chainlink

37:52 – Q&A