The Latest in AI Stocks
Free research that turns AI complexity into investor insights.
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.
January 2025
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 2025150+
Reports/Year
40K+
Members
AI 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 articlesLatest Analysis
NVIDIA & BEYOND: I/O FUND'S BEST FREE AI STOCK RESEARCH IN 2025
We describe our newsletter as "free," however the resources and deep-dive technical data we provide are often comparable to institutional reports costing thousands.
AI STOCKS & NVIDIA: I/O FUND'S 2025 TECH MEDIA HIGHLIGHTS
A look back at our most impactful media appearances and how our analysis shaped the narrative around AI monetization throughout the year.
THE AI REVENUE LEADER NOBODY IS TALKING ABOUT—SECOND ONLY TO NVIDIA
While the market fixates on the obvious players, one massive software infrastructure play is quietly capturing record-breaking AI revenue.
BROADCOM SILENT WINNER IN AI MONETIZATION
Analyzing the customized silicon landscape and why Broadcom's unique position makes it essential for any AI-focused growth portfolio.
META'S AI INFRASTRUCTURE PLAY IS JUST GETTING STARTED
Why open-source AI models are actually a massive defensive moat for Meta's core advertising business and how hardware spend reflects this.
10 Timeless Articles You Won't Want to Miss
The $230 Billion AI Question
Fundamental analysis of the current AI infrastructure boom and how to identify high-durability platforms early.
Beth Kindig
Lead Analyst
Nvidia at $3 — The Trade of the Decade
Why AI Capex Is a Structural Trend, Not a Cycle
Broadcom's Custom Silicon Moat
The AI Infrastructure Stack Explained
AI 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 2019Broad 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.