In last week’s report, we laid out the case for a continuation of the secular bull market for months to years, which would be led by AI. From our analysis, we believe the best gains are yet to come; ...
Agentic AI is raising compute costs, compressing SaaS margins, and disrupting seat-based pricing. See which software ...
The S&P 500's historic bull market may have 1-3 years left. See why a correction could come first and where AI stocks may ...
This week, AMD reached a $1 trillion market cap – an incredible victory given the company was on the brink of bankruptcy in 2014. When Lisa Su became CEO of the company, she inherited a company with ...
Nvidia reported another impeccable quarter, yet the more important story came from the earnings call. As the I/O Fund has covered in the past, Nvidia’s share of the AI accelerator market is expected ...
Bitcoin is the best-performing asset in modern market history, outperforming even the greatest technology stocks of the past two decades. Yet those historic returns have come with equally historic ...
Big Tech is finally proving that AI can generate meaningful revenue. Azure, Google Cloud and AWS all accelerated in Q2, reaching tens of billions in dollars in annualized revenue. Meanwhile, as is ...
AI token processing, one of the clearest indicators of inference demand, is blowing past initial expectations. We highlighted in “AI Token Demand is Shattering Forecasts” that Dell raised its 2028 ...
Nvidia is moving its next-generation Rubin GPUs from 4nm to 3nm, yet Google’s latest TPUs are already on N3 and are expected to remain there. Meanwhile, a growing number of AI CPUs from Nvidia, Amazon ...
Big Tech’s AI revenue is accelerating, but free cash flow is moving sharply in the opposite direction. Across Google, Microsoft, Meta and Amazon, capex is rising much faster than operating cash flow ...
The most pronounced difference between 2026’s tech rally compared to rallies in the past is which companies have been left out of it. The names most associated with the AI trade have hardly ...
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