The Latest in AI Stocks
Institutional-grade AI and tech research for individual investors — focused on actionable insights, market structure, and durable long-term themes.
Beth's Picks
Curated AI research across hardware, software, and infrastructure
The Semiconductor Supercycle: Identifying the Next Nvidia
We break down the fundamental shifts in customized silicon and why sovereign AI demand is creating a decade-long floor for growth.
Meta's AI Infrastructure Play Is Just Getting Started
December 2025
Broadcom: Silent Winner in AI Monetization
December 2025
The AI Revenue Leader Nobody Is Talking About
December 2025AI Research by Category
Explore our deep-dive analysis organized by AI sector
AI Hardware
Chips, memory, and compute powering AI adoption
Broadcom: Silent Winner in AI Monetization
24 articlesAI Infrastructure
Data centers, networking and systems enabling AI at scale
The $230 Billion AI Capex Question
18 articlesAI Software & Platforms
Models, tooling, inference, and monetization
Meta's AI Infrastructure Play
15 articlesAI Energy
Power generation and grid capacity supporting AI buildouts
AI's Power Crunch: Energy Stocks to Watch
12 articlesAI Stocks We Cover
Large-cap AI leaders with in-depth research coverage
Nvidia
AI HardwareSince 2018Meta Platforms
AI SoftwareSince 2020Broadcom
AI HardwareSince 2021Microsoft
AI SoftwareSince 2019Taiwan Semiconductor
AI HardwareSince 2020AMD
AI HardwareSince 2019
Broad Markets by Knox Ridley
S&P 500 Technical Analysis: Key Levels to Watch
Weekly overview of market structure, momentum shifts, and critical support/resistance levels.
Bitcoin & Crypto: Navigating Volatility
Technical and macro context for crypto markets, including Bitcoin trend development.
Risk Management Framework
How we protect the portfolio during periods of heightened market volatility.
Knox Ridley is the Portfolio Manager at I/O Fund, responsible for technical analysis and risk management.
Live Portfolio Access
You've seen our track record of identifying winners early. Now, get every trade, allocation, and core-tech strategy delivered in real-time.
