Member webinar video library.
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, and BTCUSD.
Timestamps:
00:00 – The Broad Market
16:46 – Risks
34:33 – Microsoft
37:06 – Apple
38:04 – Google
38:44 – Amazon
40:10 – Meta
41:08 – Netflix
42:59 – Tesla
43:49 – Nvidia
47:19 – Bitcoin
51:14 – Chainlink
52:27 – 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 that 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.
How the I/O Fund is Different
Inflation and Growth Are Up. Bull Case and Bear Case Scenarios.
What we are looking for in Q4
AI is Real but with Fewer Winners
Looking Towards 2024
Watch Knox's webinar replay as he covers the latest positions report.
Timestamps :
00:00 – Elliot Wave Q&A
16:34 – Crude Oil, Gold, Silver, Copper and Bitcoin28:03 – Ethereum and Chainlink
32:54 – Datadog, Enphase
37:54 – NDX Targets, Amazon
42:35 – AMD, Aehr Downsides
47:27 – Hedging/Recession Strategy/Aehr
49:53 – Banks
54:24 – TLT
59:31 – More Hedging Question
01:04:46 – Where is the Market Going
01:06:51 – Can Bitcoin Go Higher?
01:10:02 – SMCI, TQQQ
01:15:00 – Small Caps, Different Technical Interpretations
01:19:48 – FAANGs Question, NDX
Watch Knox's webinar replay as he covers the Broad Market, AMD, AEHR, SMCI, and FAANGs.
Timestamps:
00:00 – Broad Market
16:25 – Oil
19:13 – ARK Innovation ETF/Small Caps
26:30 – FAANGs
29:43 – Tesla
30:42 – AMD
31:38 – Super Micro
34:46 – Aehr
36:47 – Bitcoin/Alt-Coins
42:09 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, NVDA, BTCUSD, and LINKUSD.
Timestamps:
00:00 – Broad Market
26:12 – Supporting Markets
43:19 – Microsoft
44:32 – FAANG
49:14 – Tesla
50:34 – Nvidia
51:57 – AMD
54:17 – Bitcoin
58:24 – Chainlink
01:01:42 – Super Micro
01:02:54 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, NVDA, NET, CRWD, AEHR, and NFLX.
Timestamp:
00:00 – Broad Market
32:45 – Aehr
34:24 – Cloudflare
36:36 – Enphase
38:03 – Crowdstrike
39:55 – Nvidia
43:40 – Taiwan Semiconductor
46:21 – FAANGs
54:05 – Q&A
Timestamps:
00:00 – Introduction
08:52 – Knox's Report
16:20 – What We are Looking for in Q4
20:52 – Long Haul Macro/2021 = Blowoff Top in IPOs
24:35 – AI Allocation Strategy
33:17 – Looking Towards 2024/Our Criteria
37:41 – The IOF Portfolio
48:48 – Housekeeping
55:50 – Conclusion
57:10 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, NET, CRWD, ENPH, AMD, SMCI, AEHR
Timestamps:
00:00 – Broad Market
19:15 – FAANGs
24:52 – Supporting Charts
43:24 – Cloudflare
44:54 – Aehr
46:39 – Enphase
48:25 – Super Micro
50:10 – Crowdstrike
52:04 – AMD
53:08 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, NFLX, MSFT, NVDA, SMCI, AEHR, and Bitcoin.
Timestamps:
00:00 – Broad Market
28:10 – Nvidia
31:46 – Microsoft
33:14 – Netflix
35:52 – AMD
37:38 – Aehr
39:25 – Super Micro
41:40 – Bitcoin
44:21 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, MSFT, CRWD, BTCUSD, LINKUSD, AAPL, NVDA and AMD.
Timestamps:
00:00 – Broad Market
23:53 – Bonds
25:12 – U.S. Dollar
26:16 – Microsoft
27:20 – Apple
28:58 – Netflix
30:00 – Google
30:26 – Nvidia
32:35 – Enphase
34:02 – AEHR
36:35 – AMD
37:48 – Bitcoin
39:53 – Chainlink
41:34 – Super Micro
41:34 – Crowdstrike
44:20 – Q&A
