I/O Fund – Premium – Market Update – July 27, 2022 – Broad Market, FAANGs, BTCUSD, CRWD, and MDB

Watch Knox's webinar replay where he covers the Broad Market, FAANGs, BTCUSD, CRWD, and MDB

Timestamps:

00:00 – Introduction

09:05 – FAANGs

14:58 – Crowdstrike

18:14 – MongoDB

19:01 – Bitcoin

22:51 – Q&A

The team of I/O Fund analysts: Knox, Beth, and Royston discuss how they will position the portfolio for Q3 2022 and beyond. Watch the analyst team review the microtrends behind our current positioning and the specific stocks we own that are participating in real growth trends.

I/O Fund Q3 Premium Webinar: Prep for Earnings Season

Timestamps:

00:06 – Introduction and Announcements

02:36 – New Pricing and 3 Tiers

06:27 – Knox's Presentation

11:31 – Hedge Performance

15:28 – Q2 I/O Portfolio Activity

20:40 – Royston's Presentation/Cybersecurity

24:49 – Big Tech Capex and Cloud

26:23 – Automotive Chips

28:03 – Beth's Presentation/Cloud

32:39 – Reduction in Cost

34:52 – Ad Tech Valuations Historically Low

37:13 – Timing of Ad-Tech Rebound

38:58 – Q2 Comps Start to Clear

42:43 – Semis Chips Acts

45:05 – Q&A

You can access our previous webinar from Q2 and Q1 here:

I/O Fund Premium Q2 Webinar: FAANG and Capex, Cybersecurity, Automotive, and Cloud Forecasts. Discussion on our 2021 returns.

2022 LTBH Webinar: Complete review of our portfolio: Semis, Cloud, Ad-Tech, and Blockchain.

I/O Fund – Premium – Market Update – July 15, 2022- Broad Market, CRWD, NVDA, AMD, MDB, BTCUSD, and DDOG

Watch Knox's webinar replay where he covers the Broad Market, CRWD, NVDA, AMD, MDB, BTCUSD, and DDOG

Timestamps:

00:00 – Broad Market

14:07 – Crowdstrike

17:33 – Nvidia

20:38 – AMD

22:34 – Mongo DB

24:35 – Datadog

26:33 – Bitcoin

34:45 – Q&A

I/O Fund – Premium – Market Update – June 30, 2022 – Broad Market, ROKU, SNOW, NVDA, BTC, ETH, CRWD, MDB

Watch Knox's webinar replay where he covers the Broad Market, ROKU, SNOW, NVDA, BTC, ETH, CRWD, and MDB.

Timestamps:

00:01 – Broad Market

12:27 – Roku

16:30 – Snowflake

19:39 – Nvidia

22:36 – MongoDB

27:38 – Crowdstrike

31:35 – Bitcoin

35:31 – Ethereum

36:46 – Q&A

I/O Fund – Premium – Market Update – June 23, 2022 – Broad Market, Hedge, FAANGs

Watch our Webinar Replay where Knox covers the Broad Market, Hedge, and FAANGs

Timestamps:

00:00 – Introducing the I/O Fund Hedge Strategy

07:31 – Broad Market

20:41 – Microsoft

23:29 – Google

25:26 – Netflix

28:17 – Apple

32:17 – Facebook

36:27 – Q&A

I/O Fund – Special Webinar – June 16, 2022 – The Next Kings of Tech

In this webinar, Beth and Knox will discuss the companies most likely to be in the Top 5 World’s Most Valuable by 2030.

The technology industry is unique in that it not only produces one of the world’s most valuable companies, but it claims all five of these names. Not even the most recent selloff has changed that. We will first discuss how the FAANGs became the FAANGs and how we can repeat this rise on the stock market for the new wave of world’s most valuable by 2030. 

We want to equip our Members with clear and concise information so you know exactly how to structure your tech investments.

Timestamps:

00:00 – Introduction

02:15 – Reviewing the I/O Fund Team

07:10 – List of the Most Valuable Companies

11:44 – Change is Already Underway

14:14 – The Catalyst is 90% of It

14:37 – Looking Back at the Past 10 Years

17:09 – The AI/ML Market

19:10 – AI's Effect on GDP

24:11 – Nvidia Will Own AI

28:27 – AMD, the Dark Horse

31:39 – Datadog is a Cloud Iaas Pureplay

33:05 – MongoDB's Near Monopoly on NoSQL

36:02 – Two FAANGs

39:06 – Web3

44:18 – Issues We Are Monitoring

48:53 – Knox – Automated Hedges

51:15 – Macro-Environment

52:20 – Volatility and Time Horizon

54:15 – Q&A

I/O Fund – Premium – Market Update – June 09, 2022 – Broad Market, DDOG, MDB, AMD, ROKU, MRVL, BTCUSD

Watch our Webinar Replay where Knox covers the Broad Market, DDOG, MDB, AMD, ROKU, MRVL, and BTCUSD

Timestamps:

00:00 – Broad Market

11:21 – Datadog

13:42 – MongoDB

16:28 – AMD

19:48 – Roku

26:32 – Bitcoin

30:16 – Chainlink

34:25 – Q&A

I/O Fund – Premium – Market Update – June 02, 2022 – Broad Market, BTC, ETH, AVAX, LINK, SOL, AAVE, CRV, ADA

Watch Knox cover the Broad Market, BTC, ETH, AVAX, LINK, SOL, AAVE, CRV, and ADA.

Timestamps:

00:30 – Broad Market

11:36 – Bitcoin

21:39 – Ethereum

28:31 – Chainlink

33:50 – Avalanche

36:55 – Solana

40:48 – Cardano

42:02 – Aave

44:35 – Curve Dao

49:38 – Q&A

I/O Fund – Premium – Market Update – May 27, 2022 – Broad Market, FAANGs, NVDA, S, BTC, MDB

Watch Knox's webinar replay as he discusses the price action and setups for the Broad Market, FAANGs, NVDA, S, BTC, and MDB.

Timestamps:

00:00 – Broad Market

22:15 – Nvidia

24:32 – FAANG

31:28 – Mongo DB

33:29 – Bitcoin

39:00 – Snowflake

I/O Fund – Premium – Broad Market Update – May 20, 2022 – BTC, AVAX, LINK, SNOW, AMD, DDOG

Watch Knox's webinar replay as he discusses the price action and setups for BTC, AVAX, LINK, SNOW, AMD, DDOG

Timestamps:

00:16 – Broad Market

16:19 – Bitcoin

22:04 – Avalanche

26:25 – Chainlink

29:21 – Datadog

33:33 – AMD

34:46 – Snowflake

38:35 – Q&A