I/O Fund – Premium – Market Update – The Broad Market, NET, GEV, ALAB, AAOI, MU, SNDK, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, NET, GEV, ALAB, AAOI, MU, SNDK, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
09:36 – Supporting Markets
16:14 – QQQ
17:16 – Nvidia
17:56 – Broadcom
18:48 – Microsoft
19:42 – Apple
20:39 – Astera Labs
22:02 – Cloudflare
23:14 – GE Vernova
24:13 – Applied Optoelectronics
25:53 – Micron
27:40 – Sandisk
28:15 – Reddit
29:07 – Gold
31:59 – Bonds/TLT
32:55 – DXY
I/O Fund – Premium – Market Update – The Broad Market, I/O Portfolio Socks, New Ideas
Watch Knox's webinar replay as he covers the Broad Market, I/O Portfolio Socks, and New Ideas.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
09:18 – QQQ and Supporting Markets
34:34 – Google
35:36 – Nvidia
36:45 – Broadcom
37:39 – Meta
38:49 – Coherent
39:30 – GE Vernova
40:00 – Applied Optoelectronics
41:32 – Advanced Micro Devices
42:22 – Reddit
43:54 – Micron
44:59 – Sandisk
47:50 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, Portfolio Stocks, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, Portfolio Stocks, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
13:05 – QQQ/Big Tech
18:07 – Semiconductors
19:02 – Taiwan Semiconductors
20:08 – Nvidia
21:04 – Broadcom
22:03 – Financials
22:33 – Industrials
24:16 – Supporting Markets
32:44 – Lumentum
34:46 – Sandisk
37:02 – Micron
38:47 – Applied Optoelectronics
41:14 – Celestica
42:06 – Palantir
43:59 – Reddit
44:23 – Astera Labs
45:04 – Bloom Energy
45:33 – Bitcoin
47:37 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, New Ideas
Watch Knox's webinar replay as he covers the Broad Market, and New Ideas.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market/S$P 500
24:25 – Nasdaq
25:14 – Semiconductors
26:24 – Taiwan Semiconductors
28:47 – Mag 7
31:15 – Financials
32:17 – Palantir
35:54 – Western Digital
34:30 – Lumentum
34:11 – Astera Labs
33:39 – Reddit
32:59 – Cloudflare
35:15 – Bloom Energy
35:54 – Western Digital
36:54 – Seagate Technology
36:47 – Vertiv
37:31 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, I/O Fund Portfolio Stocks
Watch Knox's webinar replay as he covers the Broad Market, and I/O Fund Portfolio Stocks.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
09:43 – Supporting Markets
24:38 – DXY and Risks
31:25 – Palantir
33:28 – Cloudflare
35:00 – Reddit
36:35 – CoreWeave
37:35 – Applied Optoelectronics
38:27 – Lumentum
39:13 – Astera Labs
40:33 – Applied Digital
41:47 – Core Scientific
42:52 – Western Digital
44:10 – Seagate Technology
44:36 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, ALAB, RDDT, APP, BE, LITE, COHR, PLTR, MU, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, ALAB, RDDT, APP, BE, LITE, COHR, PLTR, MU, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
07:15 – Supporting Markets
14:16 – Microsoft
14:45 – Amazon
15:49 – Taiwan Semiconductors
15:55 – Google
16:55 – Apple
17:23 – Nvidia
17:58 – Broadcom
19:17 – Market Internals
22:25 – AppLovin
23:36 – Bloom Energy
25:48 – Reddit
27:38 – Micron
29:20 – Lumentum
30:00 – Palantir
31:03 – Coherent
32:44 – Astera Labs
33:21 – Bitcoin
36:39 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, ALAB, NVDA, AVGO, APP, RDDT, MU, CRWV, PLTR, META, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, ALAB, NVDA, AVGO, APP, RDDT, MU, CRWV, PLTR, META, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
09:26 – Supporting Markets
10:52 – Broad Market/Mag 7
20:00 – Semiconductors
24:19 – Bitcoin
25:53 – AppLovin
32:50 – Astera Labs
26:58 – Meta
28:09 – Reddit
29:30 – Micron
30:16 – Palantir
31:39 – CoreWeave
35:33 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, NVDA, AMD, RDDT, MU, PLTR, MSFT, AAOI, CRWV, Bitcoin
Watch Knox's webinar replay as he covers the Broad Market, NVDA, AMD, RDDT, MU, PLTR, MSFT, AAOI, CRWV, and Bitcoin.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
19:40 – Market Internals
21:05 – Nvidia
23:02 – Advanced Micro Devices
24:16 – Astera Labs
26:20 – Applied Optoelectronics
29:50 – Reddit
31:24 – Bloom Energy
32:23 – Cloudflare
33:37 – CoreWeave
34:59 – Applied Digital
35:45 – Innodata
36:58 – SanDisk
38:59 – Micron
41:00 – Q&A
I/O Fund – Premium – Market Update – Broad Market, CRDO, APP, AAOI, COHR, MU, CRWV, MSFT, BTCUSD
Watch Knox's webinar replay as he covers the Broad Market, CRDO, APP, AAOI, COHR, MU, CRWV, MSFT, and BTCUSD.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
29:05 – Microsoft
30:38 – CoreWeave
31:57 – Micron
32:46 – Coherent
35:46 – Lumentum
37 – 13 – Credo
38:54 – Cloudflare
39:11 – AppLovin
40:02 – Applied Optoelectronics
41:47 – Bitcoin
43:17 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, NVDA, TSM, ALAB, CRDO, APP, MU, AAOI, CRWV, BTCUSD
Watch Knox's webinar replay as he covers the Broad Market, NVDA, TSM, ALAB, CRDO, APP, MU, AAOI, CRWV, and BTCUSD.
Stock Slide Deck: Download Here
Timestamps:
00:00 – Broad Market
09:27 – Supporting Markets
25:01 – Taiwan Semiconductor
26:48 – Micron
27:46 – AppLovin
29:06 – CoreWeave
30:31 – Credo
33:02 – Applied Optoelectronics
33:59 – Bloom Energy
40:01 – Q&A
