Beth has forged her methodology following exposure to thousands of growth-stage companies, giving her a unique, pattern-recognition-driven approach that traditional Wall Street training cannot replicate. Beth is perhaps best known as the “Queen of Nvidia,” a title earned from her early and accurate calls on AI semiconductors dating back to 2018, her proven track record spans dozens of companies where she has identified winning investments years ahead of consensus.
As founder of the I/O Fund—one of the top-performing audited tech portfolios with 326% cumulative returns through 2025 from inception in May 2020 (29.2% annualized)—Beth has built a loyal following of thousands of paying subscribers, tens of thousands of newsletter readers, and more than 180,000 Twitter followers. Going into 2023, she held a 45% allocation in AI semiconductors, well ahead of legendary investors such as Stanley Druckenmiller at 29%.
Beth is a regular guest on Fox Business, Bloomberg Tech, and Bloomberg Asia, where hundreds of thousands of investors tune in monthly to her insights. She has also appeared on CNBC, NPR, BBC Radio, Real Vision, Schwab Network, and CoinDesk. Her written work has been featured in Forbes, MarketWatch, VentureBeat, MediaPost, and AdExchanger.
What drives her work is a deep commitment to empowering individual investors. Beth believes that access to accurate, high-quality research should not be limited to institutions. With a reputation for accuracy, consistency, and bold yet well-researched calls, Beth Kindig has established herself as one of the most trusted analysts in the technology sector today.
A keen observer of macroeconomic trends, Knox also utilizes his training in advanced technical analysis: Fibonacci Projections, Elliott Wave Theory, and Gann Cycles. Unlike most portfolio managers, he integrates technical analysis with automated quantitative signals to manage risk and identify high-probability, risk/reward opportunities.
He is especially adept at market timing and bottom finding:
In 2026, he identified the large AI rotation in late May. Raised significant cash, which was also deployed July 27th and 28th, one day before the market bottomed.
Increased cash to 50% in January 2025, then issued 22 buy alerts between February and April — 9 of which occurred on the April 4th market low.
Issued 9 trade alerts under $20 between 2021–2022, including one at $10.85 on the October 2022 low.
Issued two buy alerts for Bloom Energy at $16.64 and $17.04 on April 4th 2025, 3 days before the market bottomed.
Sidestepped every bear market cycle in Bitcoin since 2019, while participating in two bull cycles.
As Portfolio Manager of the I/O Fund, has consistently beaten his benchmark, as well as the top-performing fund managers on Wall Street in 2020, 2021, 2022, 2023, 2024, and 2025.
Below is an illustration of Knox’s risk management in how he approaches Bitcoin (a very volatile asset).
Damien Robbins started his career as a financial analyst in 2020. He was a regular contributor to Seeking Alpha, publishing more than 300 articles and garnering more than 3 million page views. His area of expertise began with EVs, before he took on a role curating a morning news briefing for multiple C-suite executives across EV and AV units at Fortune 50 companies.
Damien is known for his methodical, thematic approach to stock analysis and has become an impactful asset to IO Fund’s approach to AI analysis. He specializes in infrastructure analysis across the AI stack, translating complexity into clear investment context, with coverage that prioritizes competitive positioning, thematic tailwinds, supply chain positioning and monetization durability. At IO Fund, Damien contributes to earnings coverage, deep dives, and thematic research for members.
Pablo Kho is the Marketing Operations Manager at I/O Fund, ensuring our marketing campaigns are executed seamlessly and align with our business goals. With expertise in project management, data analysis, and marketing technology, Pablo optimizes processes and drives efficiency across all initiatives. His strategic and innovative approach helps us reach our target audience effectively and achieve measurable results, making him a vital part of our team.
Joash Ariston, our Customer Service Manager at I/O Fund, is a true superstar. He assists our members with customer service, ensuring their accounts are active and up to date. Known for his prompt responses, Joash receives many accolades for his dedication.
His passion for helping others and strong communication skills create a positive customer service environment, setting new standards for satisfaction at I/O Fund.
