Member webinar video library.
Watch Knox's webinar replay as he covers the Broad Market, AMD, APP, PLTR, META, COHR, ALAB, and Crypto.
Timestamps:
00:00 – Broad Market
29:29 – Supporting Markets
43:54 – Nvidia
45:24 – Meta
46:34 – Broadcom
47:57 – Taiwan Semiconductors
48:36 – Astera Labs
49:38 – Coherent
50:25 – Advanced Micro Devices
51:15 – Palantir
53:37 – AppLovin
55:13 – Bitcoin
57:16 – Coinbase
58:45 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, Crypto, AI Energy, NVDA, APP, and META.
Timestamps:
00:00 – Broad Market
25:14 – Supporting Markets
29:06 – Cycles
34:36 – Astera Labs
36:54 – AppLovin
39:11 – Meta
40:45 – Nvidia
42:57 – Taiwan Semiconductors
44:36 – Core Scientific
46:29 – Bloom Energy
48:27 – Bitcoin
52:32 – Coinbase
53:43 – Chainlink
56:36 – Ethereum
57:23 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, NVDA, TSM, ALAB, APP, LITE, and Crypto.
Timestamps:
00:00 – Broad Market
19:53 – Supporting Markets
34:24 – Nvidia
35:09 – Advanced Micro Devices
35:51 – Taiwan Semiconductors
36:47 – Astera Labs
37:44 – Dell
38:46 – Lumentum
39:24 – Applovin
40:46 – Bitcoin
42:48 – Coinbase
43:18 – Chainlink
44:13 – Ethereum
45:46 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, Crypto, ALAB, COHR, NVDA, MSFT, DELL, and AMD.
Timestamps:
00:00 – Broad Market
19:26 – Supporting Markets
24:03 – Nvidia
27:08 – Microsoft
28:07 – Advanced Micro Devices
29:42 – Astera Labs
31:04 – Dell
32:11 – Bitcoin
34:32 – Coinbase
35:50 – Chainlink
37:00 – Ethereum
37:51 – Ripple
38:50 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, ALAB, AMD, NVDA, CORZ, DELL, COIN, and Crypto.
Timestamps:
00:00 – Broad Market
14:51 – Supporting Markets/Charts
17:22 – Nvidia
19;13 – Dell
20:37 – Advanced Micro Devices
21:49 – Applovin
24:00 – Core Scientific
24:57 – Bitcoin
27:03 – Coinbase
28:11 – Chainlink
31:15 – Ethereum
Watch Knox's webinar replay as he covers the Broad Market, ALAB, NVDA, AVGO, TSM, BE, CORZ, Bitcoin, and Ethereum.
Timestamps:
00:00 – Broad Market
14:56 – Supporting Charts/Markets
26:33 – Nvidia
30:55 – Broadcom
33:11 – Taiwan Semiconductors
33:57 – Dell
35:34 – Micron
36:20 – Astera Labs
37:25 – AppLovin
39:58 – Palantir
41:11 – Core Scientific
42:34 – Bitcoin
46:13 – Ethereum
47:19 – Bloom Energy
47:43 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, Mag 7, Crypto.
Timestamps:
00:00 – Broad Market
11:11 – Supporting Markets
19:50 – Microsoft
21:04 – Apple
22:14 – Amazon
23:31 – Google
24:48 – Tesla
25:51 – Meta
27;07 – Broadcom
30:50 – Nvidia
33:31 – Bitcoin
38:23 – Coinbase
40:05 – Chainlink
43:54 – Ethereum
47:06 – Q&A
Watch Knox’s webinar replay as he covers the Broad Market, the earnings scenarios he’s watching, and the portfolio moves we’re planning next.
Timestamps:
00:00 – Broad Market
09:26 – Supporting Sectors/Markets
19:34 – Bonds
25:29 – Nvidia
27:24 – Dell
29:13 – Taiwan Semiconductors
29:55 – Broadcom
31:07 – Coherent
31:57 – Astera Labs
33:03 – Advanced Micro Devices
37:02 – Bitcoin
39:06 – Coinbase
40:10 – Q&A
Watch Knox’s webinar replay as he covers the Broad Market, the earnings scenarios he’s watching, and the portfolio moves we’re planning next.
Timestamps:
00:00 – Broad Market
09:26 – Supporting Sectors/Markets
19:34 – Bonds
25:29 – Nvidia
27:24 – Dell
29:13 – Taiwan Semiconductors
29:55 – Broadcom
31:07 – Coherent
31:57 – Astera Labs
33:03 – Advanced Micro Devices
37:02 – Bitcoin
39:06 – Coinbase
40:10 – Q&A
Join Lead Tech Analyst for an hour-long conversation on how the IOF is positioning fundamentally for the upcoming earnings season. The theme of the webinar is “Pockets of Resilience” with discussions around how IOF plans to position in light of tariffs and also what material, fundamentals shifts investors should expect.
The Q2 2025 I/O Fund webinar highlights strong fund performance, emphasizing the influence of AI and tariffs on market conditions. Investors are encouraged to reassess portfolios, focusing on growth stocks and supply chain vulnerabilities, especially in tech. The discussion includes Nvidia's market position, Broadcom's strategy, and the resilience of the crypto market. Long-term strategies stress the importance of defensible companies amid changing market dynamics.
Timestamps:
00:00 – Introduction
08:32 – Portfolio Strategy Adjustments
11:39 – Blackwell
13:32 – Taiwan Semiconductors
15:18 – Energy
17:13 – Knox – Portfolio
18:36 – Updated Bear Case
19:45 – Updated Bull Case
20:51 – Bitcoin and Crypto
25:30 – Game Plan
27:53 – Growth Profile
28:34 – Earnings, Margins and EBITDA Profile
30:42 – Q4 Debt, Cash and China
31:18 – Last Webinar Conclusions
32:15 – Q1 Conclusions
34:41 – Q&A
