Archives: Webinars

I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio, Bitcoin Watch Knox's webinar replay as he covers the Broad Market, I/O Portfolio, and Bitcoin. Stock Slide Deck: Download Here Timestamps: 00:00 – KOSPI 02:03 – S&P 500 18:25 – Broad & Supporting Markets 25:53 – Bitcoin 29:00 – Broadcom 29:32 – Nvidia 30:46 – AMD 32:12 – Micron 33:37 – Applied Optoelectronics 36:35 – SiTime 38:10 – Silicon Motion 39:16 – Sandisk 41:38 – Credo 42:19 – Western Digital 43:37 – MaxLinear 44:14 – Q&A

I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio, Bitcoin Watch Knox's webinar replay as he covers the Broad Market, I/O Portfolio, and Bitcoin. Stock Slide Deck: Download Here Timestamps: 00:00 – S&P 500 10:01 – Broad & Supporting Markets 24:45 – Bitcoin 30:20 – SiTime 31:13 – Cloudflare 33:17 – Astera Labs 34:20 – Bloom Energy 34:52 – Lumentum 36:11 – Applied Optoelectronics 37:43 – Silicon Motion 38:20 – Sandisk 39:37 – MACOM 40:24 – Q&A

I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio Watch Knox's webinar replay as he covers the Broad Market, and I/O Portfolio. Stock Slide Deck: Download Here Timestamps: 00:00 – Bitcoin 10:38 – Broad Market 13:46 – S&P 500 22:33 – AMD 23:26 – Taiwan Semiconductor 23:52 – Nvidia 24:31 – SiTime 25:45 – Cloudflare 27:00 – Astera Labs 28:24 – Bloom Energy 29:35 – Lumentum 30:36 – Credo 31:29 – Applied Optoelectronics 32:27 – Silicon Motion 33:10 – Q&A

I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio Watch Knox's webinar replay as he covers the Broad Market, and I/O Portfolio. Stock Slide Deck: Download Here Timestamps: 00:00 – S&P 500 / Broad Market 27:16 – Datadog 28:11 – Astera Labs 29:44 – SiTime 30:45 – Cloudflare 31:04 – Sandisk 32:26 – Western Digital 33:16 – Bloom Energy 34:34 – Silicon Motion 35:26 – Applied Optoelectronics 36:36 – MACOM 36:50 – Lumentum 38:06 – Bitcoin 40:08 – Q&A

I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio Watch Knox's webinar replay as he covers the Broad Market, and I/O Portfolio. Stock Slide Deck: Download Here Timestamps: 00:00 – S&P 500 / Broad Market 05:09 – Silicon Motion 05:54 – Seagate 06:46 – Western Digital 07:27 – Sandisk 08:11 – Lumentum 08:45 – SiTime 09:18 – Applied Optoelectronics 10:39 – MaxLinear 12:03 – MACOM 12:41 – Credo 13:30 – Bloom Energy 14:39 – Datadog 15:10 – Cloudflare 15:51 – Summary 18:13 – Q&A

I/O Fund – Premium – Market Update – The Broad Market, I/O Fund Portfolio Watch Knox's webinar replay as he covers the Broad Market, and I/O Fund Portfolio. Stock Slide Deck: Download Here Timestamps: 00:00 – Broad Market 26:03 – Meta 27:11 – AMD 28:07 – Micron 29:07 – Lumentum 31:10 – Silicon Motion Technology 31:55 – SiTime 32:42 – Applied Optoelectronics 33:35 – Sandisk 35:01 – MaxLinear 36:47 – MACOM 37:50 – Bloom Energy 39:05 – Astera Labs 40:51 – GE Vernova 41:52 – Q&A

I/O Fund – Premium – Market Update – The Broad Market, AI, Bitcoin

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

Stock Slide Deck: Download Here

Timestamps:

00:00 – S&P 500/Broad Market

26:59 – Nvidia

27:27 – Micron

29:16 – Microsoft

29:45 – Apple

31:00 – Silicon Motion

31:55 – GE Vernova

32:22 – Applied Optoelectronics

33:24 – SiTime

34:01 – Sandisk

35:09 – MaxLinear

36:13 – Astera Labs

38:45 – Lumentum

39:35 – Corning

40:49 – MACOM

41:25 – Bitcoin

43:14 – Q&A

I/O Fund – Premium – Market Update – The Broad Market, AI, Bitcoin

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

Stock Slide Deck: Download Here

Timestamps:

00:00 – Broad Market/S&P 500

27:51 – Supporting Markets

34:00 – AMD

34:55 – Google

36:21 – Micron

37:05 – Nvidia

37:33 – Arm

38:54 – Sandisk

40:05 – SiTime

40:49 – Silicon Motion

41:48 – Maxlinear

42:53 – Applied Optoelectronics

43:45 – Astera Labs

44:35 – GE Vernova

45:21 – Bitcoin

48:44 – Q&A

Please note that there will be no webinar this week.

We will resume our sessions on Thursday, June 18, at our usual time of 1:30 PM PST. The topic will be shared in advance as we get closer to the date.

In the meantime, be sure to check your dashboard for daily market updates and trade commentary from Knox Ridley.

I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio, Bitcoin

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

Stock Slide Deck: Download Here

Timestamps:

00:00 – Broad Market/S&P 500

29:59 – Alphabet

30:51 – Microsoft

31:31 – Nvidia

32:10 – Micron

32:36 – Broadcom

33:03 – AMD

33:47 – Applied Optoelectronics

35:10 – Lumentum

36:04 – Astera Labs

37:03 – GE Vernova

37:40 – Maxlinear

38:25 – SiTime

39:06 – Silicon Motion

39:57 – CoreWeave

41:02 – Nebius

42:02 – Arm