Below are the webinar highlights. We hold quarterly webinars to discuss our positions and what we are looking for from earnings results. In the webinar, we also 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.
Introduction, Bull Case, and Bear Case
Mag 7 versus Small Caps
2024 and 2025 Investable Trends – Data Center AI
AI Power Consumption and Edge AI
Enterprise AI and Additional Trends
What our Criteria is Not
Conclusion
Pro premium members receive deep-dive research on all the stocks in the portfolio and participate in this quarterly earnings kickoff webinar. 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. We closed Super Micro in early May for an average gain of 275% gains across all entries and exits. Also, we booked sizable gains in two cybersecurity stocks in April. Learn more here.We closed Super Micro in early May for an average gain of 275% gains across all entries and exits. Also, we booked sizable gains in two cybersecurity stocks in April. Learn more here.
Recommended Reading:
I/O Fund – Premium – Market Update – July 18, 2024 – Broad Market, FAANGs, AMD, AOSL, and Bitcoin.
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, AMD, AOSL, and Bitcoin.
Timestamps:
00:00 – Broad Market
14:02 – Supporting Markets
22:07 – AMD
26:31 – FAANGs
38:14 – Nvidia
40:13 – Alpha and Omega Semiconductors
43:05 – Technical Difficulties
45:29 – Aehr Test Systems
47:06 – Bitcoin
51:29 – Q&A
Join Beth Kindig, Lead Tech Analyst of the I/O Fund, as she prepares Members for the upcoming earnings season, discusses the top trends for 2024 and 2025, plus ranks the strongest and weakest stocks in the IOF Portfolio. The webinar will be approximately 40 minutes with a 20 minute Q&A session.
Timestamps:
00:00 – Introduction
02:06 – The Bull Case, the Bear Case and the Game Plan
08:29 – Investable Trends
31:01 – What our Criteria is Not
33:36 – Strongest and Weakest Stocks in the IOF Portfolio
38:50 – Conclusion and Housekeeping
43:19 – Q&A
I/O Fund – Premium – Market Update – July 11, 2024 – Broad Market, AVGO, NVDA, DELL, MU, Bitcoin, and Chainlink.
Watch Knox's webinar replay as he covers the Broad Market, AVGO, NVDA, DELL, MU, Bitcoin, and Chainlink.
Timestamps:
00:00 – Broad Market
08:43 – S&P 500
21:45 – Supporting Markets
25:53 – Nvidia
26:45 – Dell
27:09 – AMD
29:11 – Broadcom
30:03 – Micron
31:40 – AOSL
34:35 – Bitcoin
36:33 – Chainlink
37:15 – Q&A
I/O Fund – Premium – Market Update – June 27, 2024 – Broad Market, NVDA, DELL, MU, LRCX, SMCI, BTCUSD, and LINKUSD.
Watch Knox's webinar replay as he covers the Broad Market, NVDA, DELL, MU, LRCX, SMCI, BTCUSD, and LINKUSD.
Timestamps:
00:00 – Broad Market
13:50 – Supporting Markets
16:55 – Nvidia
20:40 – Broadcom
22:39 – Bitcoin
26:43 – Chainlink
28:48 – Dell
31:51 – Super Micro
32:46 – Lam Research
33:33 – Alpha and Omega
36:55 – Q&A
I/O Fund – Premium – Market Update – June 20, 2024 – Broad Market, NVDA, DELL, MU, and Crypto.
Watch Knox's webinar replay as he covers the Broad Market, NVDA, DELL, MU, and Crypto.
Timestamps:
00:00 – Broad Market
17:57 – Supporting Markets
22:24 – Nvidia
24:02 – Dell
25:20 – Micron
26:49 – Bitcoin
29:17 – Ethereum
30:38 – Solana
31:49 – Chainlink
34:48 – Q&A
I/O Fund – Premium – Market Update – June 13, 2024 – Broad Market, FAANGs, AVGO, Bitcoin, and LINKUSD.
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, AVGO, Bitcoin, and LINKUSD.
Timestamps:
00:00 – Broad Market
17:54 – Bond Market, Futures, Volatility
24:35 – FAANGs
35:23 – Nvidia
37:03 – Broadcom
38:23 – Crowdstrike
40:17 – Bitcoin
42:36 – Chainlink
47:56 – Coinbase
48:40 – Robinhood
49:53 – Q&A
I/O Fund – Premium – Market Update – June 6, 2024 – Broad Market, MSFT, NVDA, CRWD, DELL, BTCUSD, and LINKUSD.
Watch Knox's webinar replay as he covers the MSFT, NVDA, CRWD, DELL, BTCUSD, and LINKUSD.
Timestamps:
00:00 – Broad Market and Overview
09:07 – Supporting Markets
27:23 – Microsoft
33:04 – Nvidia
36:01 – Dell
41:15 – Crowdstrike
42:57 – Bitcoin
44:14 – Chainlink
48:43 – Q&A
I/O Fund – Premium – Market Update – May 30, 2024 – Broad Market, NVDA, DELL, CRWD, and Crypto.
Watch Knox's webinar replay as he covers the Broad Market, NVDA, DELL, CRWD, and Crypto.
Timestamps:
00:00 – Broad Market
14:59 – Commodities
23:22 – Dell
25:06 – Broadcom
27:10 – Crowdstrike
28:57 – Crypto (Bitcoin, Solana, Ethereum, Chainlink)
39:22 – Q&A
I/O Fund – Premium – Market Update – May 23, 2024 – The Broad Market, NVDA, AMD, Crypto
Watch Knox's webinar replay as he covers the Broad Market, NVDA, AMD, Crypto.
Timestamps:
00:00 – Broad Market
17:20 – Supporting Markets and Metals
28:18 – AMD
31:23 – FAANGs
39:57 – Nvidia
41:40 – Bitcoin
45:20 – Ethereum
47:10 – Solana
49:08 – Chainlink
51:49 – China Tech
55:12 – Q&A
