I/O Fund @IOFundOfficial
The I/O Fund is an audited tech portfolio proven to outperform institutions and famous hedge funds. We offer trade alerts, a hedge and free weekly analysis. io-fund.com/free-newslette… USA Joined March 2013-
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Top 10 changes in topline estimates in tech (last 90 days):
Apple $AAPL is expected to boost its share buyback program by an additional $90B, following Meta $META and Alphabet $GOOG announcing large buybacks this year. Apple has spent ~$650B buying back shares since 2012, per Bloomberg.
Top 10 YTD price changes in tech: $INSG 83% $SMTC 72% $NVDA 68% $SE 55% $EVBG 43% $PUBM 40% $APPF 33% $HOOD 31% $TSM 30% $BAND 30%
Japan’s Sakura Internet is planning to boost its Nvidia $NVDA GPU purchase fivefold as it works to expand its cloud services for generative AI. Sakura is now aiming to buy 10,000 GPUs from Nvidia, including the B200, up from its initial 2,000 GPU investment.
Top 10 Monthly Price Changes in Tech:
Top 10 EV / 1-Year Forward Revenue Multiples in Tech: $NVDA 15x $FICO 15x $PLTR 14x $LSCC 14x $NET 14x $CRWD 14x $TTD 14x $MPWR 13x $DDOG 12x $AVGO 11x
Top 10 Five-Day Price Changes in Tech:
Listen to why savvy investors should not turn cold on $TSLA stock but rather should look for the bottom on this AI leader following Q1 earnings. @Bloomberg @DavidInglesTV bloomberg.com/news/videos/20…
Top 10 YTD price changes in tech: $NVDA $SE $SMTC $INSG
Top 10 Monthly Price Changes in Tech: $SMTC $TCEHY $MXL $FUTU $SE
Top 10 EV / 1-Year Forward Revenue Multiples in Tech: $FICO 15x $NVDA 14x $CRWD 13x $NET 13x $PLTR 13x $TTD 12x $LSCC 12x $DDOG 12x $MPWR 11x $AVGO 11x
Big moment for the market Big names to help @KennethLFisher @LongviewEcon @MichaelKantro @davidnelsoncfa @Beth_Kindig @GaryKaltbaum Making Money with Charles Payne Fox Business 2PM Please Tune I lease Retweet
Top 10 Five-Day Price Changes in Tech: $INSG 30% $ZUO 8% $SE 3% $SNAP 3% $CTS.TO 2% $TTEC 2% $G 1% $LAZR 1% $TCEHY 1% $TDY 1%
Top 10 YTD price changes in tech: $NVDA $SMTC $EVBG $ACMR
Top 10 Monthly Price Changes in Tech:
Top 10 EV / 1-Year Forward Revenue Multiples in Tech: $FICO 15x $NVDA 15x $NET 14x $PLTR 13x $CRWD 13x $LSCC 13x $TTD 13x $DDOG 12x $MPWR 12x $AVGO 11x
Top 10 Five-Day Price Changes in Tech: $FSLY $LYFT $TEAM $AMKR
Top 10 changes in topline estimates in tech (last 90 days):
Top 10 YTD price changes in tech: $NVDA $SMTC $ACMR $COIN
Top 10 Monthly Price Changes in Tech:
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Nice analysis leading up this report @Beth_Kindig. You’re a first rate analyst and have taught me a lot about tech. Some of the best content on @SeekingAlpha IMO!
My firm called out Tesla’s $TSLA margin issues a year ago and BYD/China $BYDDY issues about six months ago and didn’t waiver on the facts -- all for free (who does this kind of thing for free?) But rather than pausing for kudos, we're now busy trying to figure out when to buy…
If you had invested $10,000 with the I/O Fund’s picks versus other all-tech portfolio at inception, the difference would be a portfolio value of $23,052 with IOF versus $8,982 with institutional tech-focused portfolio. The difference in value is 157%.
@ClarkSquareCap I'd recommend a few top notch services - @hhhypergrowth premium service - @StackInvesting newsletter - @StockNovice substack - @7investing research - @IOFundOfficial research - @borrowed_ideas research
These are the top 10 companies with the strongest profit margin and > 20% growth rate Until macro clears, the gems will be those that can balance top line with bottom line. Notably, semis dominate the list. $TSM $QCOM $MPWR $ON
The market for AI chips in cloud and data centers is expected to surpass $37B by 2026 at a blistering 52% CAGR since 2019. $NVDA $AMD $INTC $QCOM $MU $TSM $GOOGL $MRVL
These tech stocks have the highest return on equity % over the past twelve months, boosted by record profits: $AAPL $NTAP $QCOM $KLAC $LRCX $ETSY $DQ $TXN $ADSK $AMAT $MSFT $AVGO $V @ycharts
Shopify’s partnership with Web3 platform Novel will enable users to sell NFTs on its platform. The global market for NFTs is expected to grow at a 23% CAGR for the next 6 years and reach nearly $20B: $SHOP $ETSY $AMZN $GOOGL $PYPL $EBAY
As macroeconomic concerns continue, we look at which solar companies are best positioned from a cash vs. long-term debt perspective with First Solar having a clear advantage: $FSLR $ENPH $MAXN $NOVA
In spite of layoffs and cost controls, these departments are increasing their budgets headed into next year: $MSFT $AMZN $NET $DDOG $PANW $AMD $NVDA $AMT $CRM
Netflix’s market cap to subscriber ratio is at the lowest it’s been in the past 6 years and is starting to tick back up after the company reported net adds of 2.4M earlier this week. $NFLX
Below, we look at FY2022 budgets to draw the conclusion that H2 spending on data center chips is equal if not greater than the first half of 2022. $NVDA $AMD $META $GOOGL bit.ly/3zhmzb9
The growing demand for instant payment methods, fueled by the pandemic, has resulted in countries trending towards cashless economies. India is planning to test its own version of a digital currency in the coming months: the e-rupee.
The following stocks saw the most insider buying in the past month: $ASAN $APRN $RIOT $RSI $BRDS $FRSH $FSLY $BZFD $SNAP $BRZE $TALK $CDLX $HOOD $AFRM $AAPL @ycharts
Here’s a look at the tech companies reporting earnings this week: $MSFT $GOOGL $V $TXN $TWTR $SPOT $META $NOW $TDOC $NOVA $AAPL $AMZN $MA $INTC $SHOP $PINS $FSLR $MSTR
The following stocks saw the most insider selling in the past month: $LFG $SPWR $CWEN $LIDR $MP $IOT $TPIC $ATEN $HCP $PRCT $DDOG $MTTR $GTLB $CRWD $FLYW @ycharts
Last quarter, I stated in my newsletter that subscriber growth is unlikely an issue for $NFLX despite the sub miss as the co had increased in viewing time from 6.6% to 7.7%. Find out my thoughts on Netflix Q3 in my free newsletter hitting inboxes Friday: bit.ly/3TtE9A0
I detail this for you more below - read more and watch the clip here: io-fund.com/broad-market/m… #SP500
We’re seeing this pattern with various risk-on markets. Transports/high beta/biotech/small caps all made higher lows as the broad market made 1 more low. These assets tend to lead us down (we saw in 2021), but they also will lead us up (seems to be playing out now).
This week, we will look at these patterns, as well as define the current price range for the broad market. Divergences can provide an early warning signal, but unless the market breaks out of key resistance levels, we do not have confirmation of the trend change underway.
Markets do not top together, nor do they bottom together. It’s critical to find the leading markets for clues on what’s about to unfold. We saw this in 2021 with global markets all topping throughout the year. Today, we are seeing them bottom one after the other.
Trends for United States
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