![]() ![]() Sign up for I/O Fund's free newsletter with gains of up to 1100% - Click hereĪs you notice in the recent results, the company’s data center revenue accelerated by 55% YoY to $2.94B. On 9/28 we stated in our service “If we see price move between $200 - $196 starting today and into Friday, that's a strong buy.” For example, we were able to buy back into NVDA multiple times in this range, which led to 57% returns in less than 2 months. Rather than rest on our laurels with long-ago entries from 2018, we continually buy and release our entries. However, we have been firm and increased our position in the stock. The market questioned our thesis back then. ![]() We had rightly predicted that Nvidia would be a major player in Data Center and Artificial Intelligence. For example, we have a position in Nvidia since 2018. We have been building our positions with one or two strong picks in a year. The I/O Fund went onto recently closed ASAN for a 285% gain in less than 10 months. Our premium subscribers receive regular trade notifications, trade setups, and market updates from Knox, which helps them to navigate the uncertainties in the markets. You can also view the webinar from our portfolio manager Knox Ridley where he explains the patterns. In this article, you can review how I/O Fund used to blend both fundamental and technical analysis to make gains on this cloud stock. When Beth wrote her initial thesis in 2018, she used to hear questions, “What about Google, Amazon, Netflix, etc.?” Now, the stock has been a multi-bagger for her readers.Īsana is another excellent example of our stock-picking strategy. Roku not only benefits from the cord-cutters but also the brand advertisers. Another advantage for Roku is that it has the first-mover advantage in the advertising-based video on demand (AVOD). Despite the current tech rout, we still believe that Roku has the top operating system, is priced reasonably and fits well with smart TVs. ![]()
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