I/O Fund – Premium – Market Update – Broad Market, MongoDB, Datadog, Nvidia, Dell, Vertiv, Coherent, Credo, Bloom Energy and Core Scientific.
Watch Knox's webinar replay as he covers the Broad Market, MongoDB, Datadog, Nvidia, Dell, Vertiv, Coherent, Credo, Bloom Energy and Core Scientific.
Timestamps:
00:00 – Broad Market
19:04 – Additional Charts
21:32 – Supporting Markets and Sectors
27:38 – MongoDB
28:43 – Datadog
30:21 – Nvidia
34:09 – Dell
35:54 – Vertiv
37:11 – Coherent
39:09 – Credo
40:51 – Bloom Energy
42:30 – Core Scientific
45:16 – Q&A
I/O Fund – Premium – Market Update – The Broad Market, AI Stocks, and Bitcoin.
Watch Knox's webinar replay as he covers the Broad Market, AI Stocks, and Bitcoin.
Timestamp:
00:00 – Broad Market
16:58 – Gold
19:31 – S&P and QQQ Charts
28:57 – Semiconductors
34:24 – Bitcoin
38:53 – Meta
41:47 – Nvidia
43:45 – Marvell
46:03 – Advanced Micro Devices
47:07 – Broadcom
48:07 – Astera Labs
49:13 – Credo
50:11 – Coherent
50:46 – Taiwan Semiconductors
51:10 – Core Scientific
51:48 – Bloom Energy
52:20 – Q&A
I/O Fund – Premium – Market Update – April 3, 2025 – Broad Market, NVDA, COHR, CRDO, ALAB, CORZ, BE, META, BTC.
Watch Knox's webinar replay as he covers the Broad Market, NVDA, COHR, CRDO, ALAB, CORZ, BE, META and BTC.
Timestamps:
00:00 – Broad Market
24:21 – Bitcoin
26:22 – Nvidia
28:07 – Astera Labs
31:33 – Marvell
33:06 – Coherent
34:11 – Credo
34:50 – Alpha and Omega
35:37 – Core Scientific
36:27 – Bloom Energy
37:43 – AppLovin
38:51 – Q&A
I/O Fund – Premium – Market Update – March 28, 2025 – Broad Market, NVDA, TSM, Bitcoin, COIN, and BW Suppliers.
Watch Knox's webinar replay as he covers the Broad Market, NVDA, TSM, Bitcoin, COIN, and BW Suppliers.
Key topics include the health of small caps and semiconductors, market internals, domestic liquidity as well as market volatility.
Timestamps:
00:00 – Broad Market
18:59 – Supporting Markets
28:55 – Liquidity
32:45 – Bitcoin
38:06 – Coinbase
39:41 – Chainlink
41:39 – Nvidia
43:43 – Taiwan Semiconductors
46:28 – Broadcom
47:43 – Astera Labs
49:18 – Vertiv
49:45 – Credo
50:24 – Coherent
51:43 – Lumentum
52:40 – Alpha and Omega
53:31 – AppLovin
56:01 – Q&A
I/O Fund – Premium – Market Update – March 20, 2025 – Broad Market, AI hardware, and Crypto.
Watch Knox's webinar replay as he covers the Broad Market, AI hardware, and Crypto.
The session emphasizes fundamental analysis and technical analysis to understand market sentiment. It discusses the impact of narratives on market behavior, particularly regarding Nvidia, and the importance of a defensive cash position amid market risks. Key topics include the Federal Reserve's economic projections, bond market responses, and investment strategies focused on layering stocks and hedging. The demand for AI hardware and the significance of market positioning are also highlighted.
Timestamp:
00:00 – Broad Market
08:50 – Government Narrative
11:53 – Technical Data
19:55 – Nasdaq
23:44 – Supporting Markets
32:40 – Nvidia
35:54 – Broadcom
38:11 – Astera Labs
40:50 – Coherent
44:49 – Advanced Micro Devices
46:54 – Bitcoin
52:31 – Coinbase
56:50 – Chainlink
58:15 – Q&A
I/O Fund – Premium – Market Update – March 13, 2025 – Broad Market, CRDO, ALAB, NVDA, AMD, MRVL, APP, BTC, and LINK.
Watch Knox's webinar replay as he covers the Broad Market, CRDO, ALAB, NVDA, AMD, MRVL, APP, BTC, and LINK.
Timestamps:
00:00 – Broad Market
09:48 – Sentiment and Supporting Markets
27:40 – Supporting Indices
45:19 – Nvidia
46:26 – Broadcom
47:58 – AppLovin
51:01 – Bitcoin
53:54 – Coinbase
55:26 – Chainlink
57:21 – Advanced Micro Devices
59:16 – Astera Labs
01:01:57 – Credo
01:02:47 – Q&A
I/O Fund – Premium – Market Update – March 6, 2025 – Broad Market, Bitcoin, and AI Hardware.
Watch Knox's webinar replay as he covers the Broad Market, Bitcoin, and AI Hardware.
Timestamps:
00:00 – Broad Market
10:20 – Sentiment
27:02 – Supporting Markets
29:15 – Internals
33:55 – Nvidia
36:52 – Tesla
40:43 – Marvell
43:37 – Credo
45:12 – Dell
46:50 – Coherent
48:07 – Alpha and Omega
50:00 – Astera Labs
52:24 – AppLovin
54:05 – Broadcom
55:13 – Cryptocurrencies
56:40 – Bitcoin
57:29 – Q&A
I/O Fund – Premium – Market Update – February 27, 2025 – Broad Market, NVDA, CRDO, ALAB, COHR, Bitcoin, COIN, APP, and AVGO.
Watch Knox's webinar replay as he covers the Broad Market, NVDA, CRDO, ALAB, COHR, Bitcoin, COIN, APP, and AVGO.
Timestamps:
00:00 – Broad Market
08:21 – Supporting Market
15:46 – Smaller Time Frame Analysis
28:01 – Hedge Signal
28:46 – Nvidia
32:07 – Credo
33:38 – Coherent
33:57 – Astera Labs
35:18 – AppLovin
37:56 – Broadcom
39:11 – Chainlink
42:06 – Bitcoin
43:17 – Coinbase
47:23- Q&A
I/O Fund – Premium – Market Update – February 20, 2025 – Broad Market, Mag 7, CRDO, and Crypto.
Watch Knox's webinar replay as he covers the Broad Market, Mag 7, CRDO, and Crypto.
Timestamps:
00:00 – Broad Market
18:56 – Supporting Markets
26:33 – Risks
30:40 – Treasuries
37:05 – FAANGs
41:19 – Nvidia
45:42 – Blackwell Suppliers
48:42 – Bitcoin
50:38 – Solana
52:00 – Chainlink
54:16 – Coinbase
55:47 – Q&A
I/O Fund – Premium – Market Update – February 13, 2025 – Broad Market, NVDA, ALAB, COHR, CRDO, AOSL, APP, COIN, BTCUSD, and LINKUSD.
Watch Knox's webinar replay as he covers the Broad Market, NVDA, ALAB, COHR, CRDO, AOSL, APP, COIN, BTCUSD, and LINKUSD.
Timestamps:
00:00 – Broad Market
21:58 – Supporting Market
28:48 – Nvidia
32:04 – Astera Labs
33:01 – Coherent
34:08 – Credo Technology
34:56 – Alpha and Omega
36:30 – AppLovin
38:10 – Coinbase
39:44 – Bitcoin
41:55 – The Trade Desk
42:12 – Nova
42:45 – Q&A
