In this premium webinar, Beth goes over how the IOF plans to position for AI moving forward, plus the strongest stocks in the portfolio and the weakest stocks in the portfolio.
Timestamps:
00:00 – Introduction
02:30 – Knox's Presentation/The Bull and Bear Case
08:06 – The Game Plan
10:19 – Beth's Presentation/Our Criteria
15:57 – Leading AI Allocation
22:16 – AI Valuations
24:18 – What our Criteria is Not
27:33 – Looking Forward Towards H2 2023
31:36 – IOF Portfolio
43:21 – Conclusion
29:24 – Q&A
I/O Fund – Premium – Market Update – June 29, 2023 – Broad Market, NVDA, AMD, MRVL, GOOGL, SMCI
Watch Knox's webinar replay as he covers the Broad Market, NVDA, AMD, MRVL, GOOGL, SMCI
Timestamps:
00:00 – Broad Market
28:48 – Supporting Markets
32:51 – Google
35:03 – Nvidia
39:07 – AMD
42:24 – Marvell
43:43 – Super Micro
45:04 – Q&A
I/O Fund – Premium – Market Update – June 22, 2023 – the Broad Market, FAANGs and NVDA
Watch Knox's webinar replay as he covers the Broad Market, FAANGs and Nvidia
Timestamps:
00:00 – Broad Market
31:38 – Microsoft
33:42 – FAANGs
42:26 – Nvidia
44:35 – Q&A
I/O Fund – Premium – Market Update – June 14, 2023 – Broad Market, NVDA, AMD, GOOGL, SMCI, MRVL, ON
Watch Knox's webinar replay as he covers the Broad Market, NVDA, AMD, GOOGL, SMCI, MRVL, ON
Timestamps:
00:00 – Broad Market
26:26 – Supporting Markets
31:07 – FAANGs
34:45 – AEHR
35:49 – AMD
42:37 – Marvell
45:28 – Super Micro
46:24 – First Solar
48:10 – Q&A
I/O Fund – Premium – Market Update – June 02, 2023 – the Broad Market, NVDA, AMD, AAPL, GOOGL, SMCI, PERI.
Watch Knox's webinar replay as he covers the Broad Market, NVDA, AMD, AAPL, GOOGL, SMCI, PERI.
Timestamps:
00:00 – Intro to the Service
04:10 – Broad Market
28:16 – Apple
29:34 – Google
32:26 – Nvidia
36:28 – AMD
40:01 – Perion
40:58 – Aehr
43:13 – Q&A
I/O Fund – Premium – Market Update – May 25, 2022 – Broad Market, NVDA, AMD, AEHR, NFLX, and AAPL.
Watch Knox's webinar replay as he covers the Broad Market, NVDA, AMD, AEHR, NFLX, and AAPL.
Timestamps:
00:00 – Broad Market/Hedge Signals
28:17 – Bond Market
30:39 – Nvidia
41:18 – AMD
43:08 – Apple
45:17 – Aehr
47:43 – Bitcoin
49:47 – Netflix
50:26 – Q&A
I/O Fund – Premium – Market Update – May 18, 2023 – Broad Market, FAANGs, ASML, FSLR, BTCUSD.
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, ASML, FSLR, BTCUSD.
Timestamps:
00:00 – Broad Market/Hedge Signal
29:44 – FAANGs
38:06 – Tesla
38:51 – Nvidia
39:51 – Datadog
41:01 – Bitcoin
41:29 – ASML
42:55 – Super Micro
43:57 – First Solar
45:12 – Perion
46:34 – Q&A
I/O Fund – Premium – Market Update – May 11, 2023 – Broad Market, AEHR, SHOP, NFLX, BTCUSD
Watch Knox's webinar replay as he covers the Broad Market, AEHR, SHOP, NFLX, BTCUSD
Timestamps:
00:00 – Broad Market
29:40 – Netflix
31:50 – FAAMG
36:08 – Tesla
36:43 – Bitcoin
42:21 – Shopify
45:05 – Q&A
I/O Fund – Premium – Market Update – May 4, 2023 – Broad Market, Banks, NVDA, AMD, BTCUSD, ETHUSD
Watch Knox's webinar replay as he covers the Broad Market, Banks, NVDA, AMD, BTCUSD, ETHUSD
Timestamps:
00:00 – Broad Market
14:16 – Banking
22:30 – Nvidia
26:35 – AMD
30:14 – Bitcoin
33:04 – Ethereum
35:19 – Q&A
I/O Fund – Premium – Market Update – April 27, 2023 – Broad Market, MSFT/AAPL, TSLA, AEHR, and ENPH.
Watch Knox's webinar replay as he covers the Broad Market, MSFT/AAPL, TSLA, AEHR, and ENPH.
Timestamps:
00:00 – Broad Market
11:08 – Microsoft
15:40 – Apple
21:13 – S&P 500
24:18 – Dow Jones
27:20 – Enphase
32:47 – Tesla
35:14 – Aehr Test System
37:16 – Energy Futures
40:06 – Q&A
