Member webinar video library.
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
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
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
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.
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:
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
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
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
Watch Knox's webinar replay as he covers the Broad Market, AI Positions, and Crypto.
Timestamps:
00:00 – Broad Market
26:10 – Supporting Markets
34:27 – Microsoft
35:16 – Amazon
36:19 – Google
36:56 – Meta
38:01 – Nvidia
39:43 – Broadcom
41:15 – AMD
42:20 – Dell
43:48 – Micron
44:33 – Alpha and Omega Semiconductors
45:51 – Bitcoin
47:04 – Chainlink
48:37 – Coinbase
49:40 – Q&A
