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Beth Kindig

1.99K followers

Beth Kindig

·

2d ago

Bitcoin To $2 Million? First, a Reckoning at $30K

This article was originally published on I/O Fund on November 6, 2026

Bitcoin To $2 Million? First, a Reckoning at $30K

Beth Kindig

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Nov 4

Beyond Hyperscalers: The Next $1 Trillion AI Infrastructure Opportunity

Beyond Hyperscalers: The Next $1 Trillion AI Infrastructure Opportunity

Beth Kindig

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Oct 28

Google’s $250 Billion AI Chip Opportunity Takes Aim at Nvidia

This article was originally published on I/O Fund on October 23, 2026

Google’s $250 Billion AI Chip Opportunity Takes Aim at Nvidia

Beth Kindig

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Oct 21

Bonds Are Breaking, Fed Is Boxed In: Why Stocks Keep Rising

Treasury yields are at 2002 highs, but strong consumer spending, economic growth, and AI earnings could keep stocks rising despite...

Bonds Are Breaking, Fed Is Boxed In: Why Stocks Keep Rising

Beth Kindig

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Oct 21

How Agentic AI Is Squeezing SaaS Margins and Growth

Agentic AI is raising compute costs, compressing SaaS margins, and disrupting seat-based pricing. See which software companies are adapting.

How Agentic AI Is Squeezing SaaS Margins and Growth

Beth Kindig

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Oct 18

The New Layer in Nvidia’s Enterprise AI Strategy

This article was originally published on I/O Fund on October 12, 2026

The New Layer in Nvidia’s Enterprise AI Strategy

Beth Kindig

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Oct 16

The Greatest Bull Market in Decades, But a Correction First

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 offer upside.

The Greatest Bull Market in Decades, But a Correction First

Beth Kindig

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Oct 7

What Project Jupiter Reveals About AI Data Center Stocks

Project Jupiter highlights growing power and infrastructure constraints facing Bloom, Oracle, and Applied Digital data center expansion.

What Project Jupiter Reveals About AI Data Center Stocks

Beth Kindig

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Oct 7

Why Nvidia's SK Hynix Deal Leaves Little AI Memory Supply

Nvidia's massive SK Hynix deal has locked up AI memory capacity, leaving less HBM supply for rivals and tightening access across the...

Why Nvidia's SK Hynix Deal Leaves Little AI Memory Supply

Beth Kindig

·

Oct 7

Nebius Vs CoreWeave: Which AI Stock Has the Upper Hand?

This article was originally published on I/O Fund on October 2, 2026

Nebius Vs CoreWeave: Which AI Stock Has the Upper Hand?

Beth Kindig

Beth Kindig

1.99K followers

Beth is perhaps best known as the “Queen of Nvidia." She is a regular guest on Fox Business, Bloomberg Tech, and Bloomberg Asia

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