Watch Knox's webinar replay as he covers the Broad Market, FAANG and Bitcoin

Timestamps:

00:00 – Broad Market

21:08 – Microsoft

21:48 – Apple

24:11 – Amazon

25:14 – Alphabet/Google

26:30 – Meta

28:27 – Tesla

30:58 – Bitcoin

35:10 – Q&A

Watch Knox's webinar replay as he covers the Broad Market, Nvidia, Tesla and Bitcoin.

Timestamps:

00:00 – Broad Market

16:18 – Nvidia

18:44 – Bitcoin

23:19 – Tesla

30:26 – Q&A

I/O Fund – Premium – Market Update – January 19, 2023 – Broad Market, MSFT, ENPH, AEHR, BTC, TSM.

Watch Knox's webinar replay as he covers the Broad Market, MSFT, ENPH, AEHR, BTC, TSM.

Timestamps:

00:00 – Broad Market

08:39 – Netflix

10:15 – Microsoft

12:32 – Aehr

14:18 – Bitcoin

17:26 – Taiwan Semiconductors

19:55 – Enphase

23:10 – Q&A

In this video, the IOF team discuss what they expect in the upcoming Q1 earnings reports plus the weakest/strongest positions in the portfolio:

Timestamps:

00:00 – Introduction

01:41 – Knox's Presentation – Portfolio Overview

08:20 – Themes for 2023

10:52 – Beth's Presentation – What to Expect in this Webin

15:13 – IOF Portfolio: Bottom Line

20:00 – IOF Portfolio: Margins and Top Line

25:12 – IOF Portfolio: Valuations

29:56 – Conclusion on Portfolio

34:45 – Check-ins: Ad-Tech and Semiconductors

39:08 – Royston Presentation: Cloud, Renewables Check-ins

44:21 – Q&A

The I/O Fund Webinar: 2022 Year in Review (Replay)

Watch the I/O Fund's 2022 Year in Review Webinar replay, where Beth, Royston, and Knox discuss our highlights, lowlights and the lessons learned from 2022.

Beth: Lowlights, Highlights and Lessons Learned

Knox: 2022 Portfolio Review

Royston: Current Portfolio Mix

Timestamps:

00:00 – Intro and Highlights

06:05 – 2022 Lowlights

12:26 – 2022 Lessons Learned – Part 1

18:18 – 2022 Lessons Learned – Part 2

26:09 – Estimated Returns

29:27 – Hedging in 2022

32:03 – Equity Wins in 2022

34:52 – NVDA

36:20 – AEHR

37:06 – NFLX

39:37 – Current Allocations

41:52 – Hedging into 2023

44:30 – Current Portfolio Mix

46:15 – Q&A

The I/O Fund Webinar: 2022 Year in Review (Replay)

Watch the I/O Fund's 2022 Year in Review Webinar replay, where Beth, Royston, and Knox discuss our highlights, lowlights and the lessons learned from 2022.

Beth: Lowlights, Highlights and Lessons Learned

Knox: 2022 Portfolio Review

Royston: Current Portfolio Mix

Timestamps:

00:00 – Intro and Highlights

06:05 – 2022 Lowlights

12:26 – 2022 Lessons Learned – Part 1

18:18 – 2022 Lessons Learned – Part 2

26:09 – Estimated Returns

29:27 – Hedging in 2022

32:03 – Equity Wins in 2022

34:52 – NVDA

36:20 – AEHR

37:06 – NFLX

39:37 – Current Allocations

41:52 – Hedging into 2023

44:30 – Current Portfolio Mix

46:15 – Q&A

I/O Fund – Premium – Market Update – January 5, 2023 – Broad Market, BTCUSD, AEHR, MGNI, ENPH, MSFT, NFLX

Watch Knox's webinar replay as he covers the Broad Market, BTCUSD, AEHR, MGNI, ENPH, MSFT, NFLX.

Timestamps:

00:00 – Broad Market

18:42 – Bitcoin

23:18 – Magnite

24:26 – Enphase

27:55 – Microsoft

30:54 – Netflix

33:26 – Q&A

I/O Fund – Premium – Market Update – December 29, 2022 – Broad Market, S, SNOW, ENPH, and AEHR

Watch Knox's webinar replay as he covers the Broad Market, S, SNOW, ENPH, and AEHR.

Timestamps:

00:00 – Broad Market

13:40 – Enphase

15:04 – SentinelOne

18:29 – Aehr Test Systems

21:26 – Bitcoin

23:35 – FAANGs

29:14 – Q&A

I/O Fund – Market Update – December 15, 2022 – Broad Market, BTCUSD, SNOW, NFLX, AMD, NVDA and DDOG

Watch Knox's webinar replay as he discusses the price action and setups for the Broad Market, BTCUSD, SNOW, NFLX, AMD, NVDA and DDOG

Timestamps:

00:00 – Broad Market

11:07 – Nvidia

12:25 – Advanced Micro Devices

16:08 – Netflix

18:27 – Enphase

21:04 – Datadog

26:30 – Aehr Test Systems

29:15 – Snowflake

30:28 – Q&A

I/O Fund – Market Update – December 2, 2022 – Broad Market, NFLX, NVDA, BTCUSD, ENPH, AEHR

Watch Knox's webinar replay as he discusses the price action and setups for the Broad Market, NFLX, NVDA, BTCUSD, ENPH and AEHR

Timestamps:

00:00 – Broad Market

04:14 – Netflix

12:05 – Nvidia

18:19 – Bitcoin

23:02 – Enphase

26:12 – Aehr Test Systems

27:35 – Q&A