I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio Setups
Watch Knox's webinar replay as he covers the Broad Market, and I/O Portfolio Setups.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market/S&P 500
11:08 – Supporting Markets
24:36 – Alphabet
25:37 – Taiwan Semiconductor
26:54 – Nvidia
27:26 – Micron
28:10 – Sandisk
29:00 – Applied Optoelectronics
29:44 – Lumentum
30:33 – Astera Labs
31:34 – Bloom Energy
32:44 – GE Vernova
33:23 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, I/O Portfolio, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market/S&P 500
19:25 – Supporting Markets
30:23 – Nvidia
32:11 – Broadcom
33:04 – Micron
35:04 – Alphabet
35:55 – Applied Optoelectronics
37:47 – Lumentum
44:51 – Bloom Energy
46:02 – NextEra Energy
46:57 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, IO Portfolio, Crypto
Watch Knox's webinar replay as he covers the Broad Market, IO Portfolio, and Crypto.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market/S&P 500
08:24 – SMH
10:00 – Supporting Markets
35:17 – AMD
36:00 – Nvidia
36:32 – Broadcom
36:58 – Micron
37:51 – Intel
39:03 – Palantir
39:38 – Applied Optoelectronics
41:54 – Sandisk
42:39 – Lumentum
43:36 – Astera Labs
44:32 – Bloom Energy
45:38 – Aehr Test Systems
47:42 – Alpha and Omega Semiconductor
48:12 – Innodata
48:29 – Core Scientific
I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, I/O Portfolio, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market/S&P 500
14:11 – Supporting Markets
34:13 – Nvidia
35:42 – Taiwan Semiconductor
36:23 – Micron
37:07 – Advanced Micro Devices
37:56 – Alphabet
39:01 – Coherent
39:54 – Lumentum
40:53 – Bloom Energy
41:50 – Reddit
43:54 – Applied Optoelectronics
45:29 – Astera Labs
46:21 – Bitcoin
47:51 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, I/O Portfolio, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market/S&P 500
13:14 – Supporting Markets
23:30 – Bitcoin
24:51 – Nvidia
25:45 – Astera Labs
26:53 – Bloom Energy
27:53 – Sandisk
29:01 – Arm
30:19 – Nebius
32:07 – Lumentum
32:49 – Aehr Test Systems
33:15 – Applied Optoelectronics
I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, I/O Portfolio, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market/S&P 500
09:48 – QQQ
10:12 – Supporting Markets
18:20 – DXY
19:46 – Nvidia
20:54 – Taiwan Semiconductor
22:28 – Microsoft
22:56 – Google
23:41 – Meta
24:29 – Sandisk
25:11 – Lumentum
25:57 – Aehr Test Systems
26:16 – Micron
27:13 – Astera Labs
28:07 – Arm
28:09 – Bloom Energy
29:21 – Applied Optoelectronics
30:16 – NextEra Energy
30:58 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, A.I., Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, A.I., and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market/S&P 500
12:35 – QQQ
14:51 – Supporting Markets
23:57 – DXY
27:05 – Nvidia
28:30 – Microsoft
29:14 – Broadcom
29:51 – Google
30:43 – SanDisk
32:46 – Micron
34:04 – Celestica
34:41 – Palantir
36:49 – Cloudflare
37:47 – Astera Labs
39:53 – Bloom Energy
41:07 – Aehr Test Systems
42:12 – Applied Optoelectronics
45:12 – Bitcoin
49:03 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, Portfolio Stocks
Watch Knox's webinar replay as he covers the Broad Market, and Portfolio Stocks.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
13:30 – Supporting Markets
24:38 – Nvidia
25:56 – Microsoft
26:54 – Broadcom
28:21 – Apple
29:27 – Lumentum
32:23 – SanDisk
33:11 – Micron
35:06 – Reddit
36:24 – Celestica
36:57 – Applied Optoelectronics
39:01 – Palantir
40:43 – Cloudflare
41:42 – Aehr
42:58 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, I/O Portfolio, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
16:43 – Supporting Markets
18:53 – MAG8
22:00 – Macro Conditions
27:35 – DXY
29:08 – Nvidia
30:19 – Microsoft
31:41 – Sandisk
34:08 – Micron
36:24 – Applied Optoelectronics
38:24 – Reddit
41:48 – Palantir
44:08 – Astera Labs
45:34 – Lumentum
48:27 – Aehr
50:37 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, Mag 8, Semis, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, Mag 8, Semis, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
33:03 – QQQ
34:13 – Market Internals
41:03 – Nvidia
42:46 – Google
43:42 – Broadcom
46:15 – Microsoft
48:21 – Apple
49:19 – Meta
49:44 – Tesla
50:03 – Amazon
50:42 – Taiwan Semiconductors
52:22 – SanDisk
53:57 – Micron
55:54 – Applied Optoelectronics
57:27 – Reddit
58:58 – GE Vernova
59:14 – Palantir
59:40 – Q&A