Member webinar video library.
Watch Knox's webinar replay as he covers the Broad Market, MU, AVGO, China Tech, Bitcoin, and DELL.
Timestamps:
00:00 – Broad Market
17:43 – Supporting Market
28:41 – Other Indices
34:05 – Chinese Tech
37:44 – AMD
41:22 – Broadcom
42:34 – Micron
44:07 – Bitcoin
47:59 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, MU, and Crypto.
Timestamps:
00:00 – Broad Market
16:48 – Supporting Markets
28:47 – FAANGs
41:21 – Nvidia
43:57 – Micron
25:06 – Bitcoin
46:57 – Chainlink
49:58 – Solana
51:28 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, AMD, NVDA, MU, AVGO, and Crypto.
Timestamps:
00:00 – Broad Market
12:22 – Supporting Charts
20:10 – FAANGs
28:03 – Rates and Other Markets
33:30 – Nvidia
38:10 – AMD
42:01 – Micron
44:24 – Broadcom
45:58 – Chainlink
48:40 – Solana
52:16 – Bitcoin
56:20 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, Bitcoin, FAANGs, and AMD.
Timestamps:
00:00 – Broad Market
14:26 – Support Charts
26:54 – FAANGs
39:13 – Nvidia
42:28 – AMD
44:01 – Bitcoin
48:06 – Q&A
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.
Pro premium members receive deep-dive research on all the stocks in the portfolio and quarterly earnings kickoff webinars. In addition, the Advanced Market Signals Members receive regular technical and broad market analysis and weekly webinars from our Portfolio Manager, Knox Ridley. Learn more here.here.
Recommended Reading:
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, AMD, Nvidia, Chainlink, Bitcoin, Micron, Lam Research, and Broadcom.
Timestamps:
00:00 – Broad Market
14:04 – Supporting Markets
31:24 – Nvidia
33:06 – AMD
35:11 – Broadcom
36:41 – Micron
38:16 – Lam Research
39:59 – Bitcoin
43:19 – Chainlink
47:44 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, AMD, Nvidia, Chainlink, Bitcoin, Micron, Lam Research, and Broadcom.
Timestamps:
00:00 – Broad Market
14:04 – Supporting Markets
31:24 – Nvidia
33:06 – AMD
35:11 – Broadcom
36:41 – Micron
38:16 – Lam Research
39:59 – Bitcoin
43:19 – Chainlink
47:44 – Q&A
Special Theme for the Q2 Webinar: In-depth overview of the 2024 Trends we are Positioned to Capture – Data Center AI, Memory, Edge AI, AI-Powered PCs, Crypto and Additional Trends
Outline:
Timestamps:
00:00 – Introduction
07:43 – The Bull and Bear Cases
10:20 – Game Plan
12:50 – Data Center AI
20:40 – 2024 = The Memory Battle
28:40 – Edge AI ETA 2025 – 2026
33:04 – Enterprise AI
35:56 – Crypto
39:55 – Additional Trends
43:33 – IOF Portfolio – QoQ Growth
47:22 – Valuations
48:12 – Conclusion
50:24 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, Crypto, and FAANGs.
Timestamps:
00:00 – Broad Market
24:52 – Macro Narratives
29:45 – Gold and Copper
36:14 – FAANGs
45:25 – Nvidia
47:08 – Solana
48:18 – Bitcoin
50:39 – Ethereum
51:22 – Chainlink
Watch Knox's webinar replay as he covers the Broad Market, NVDA, MU, AVGO, LRCX, DELL and BIDU.
Timestamps:
00: 00 – Broad Market
14:20 – Sentiment Readings
22:11 – Oil/Bonds/Precious Metals
34:23 – Nvidia
38:40 – AMD
40:27 – Baidu
42:14 – Lam Research
43:55 – Broadcom
45:28 – Micron
47:46 – Q&A
