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Beth Kindig @Beth_Kindig

Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.

Joined February 2012
  • Tweets 12,699
  • Following 5,001
  • Followers 178,891
2,684 Photos and videos
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Beth Kindig
@Beth_Kindig
17 May 2023
Is there room for one more in the Old Boys' Club? Stanley Druckenmiller: 4.61% Ray Dalio: 6.91% Bill Ackman: 9.44% I/O Fund: 15.50%
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Beth Kindig retweeted
Beth Kindig
@Beth_Kindig
Jun 12
Neoclouds are trying to strike a delicate balance between capturing AI demand and high debt. Below, we examine if $CRWV and $NBIS are a durable extension of the AI trade or a fragile pressure point, $NVDA circular financing and hidden hyperscaler balance-sheet advantages. io-fund.com/ai-stocks/nvidia…

Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

Neoclouds are one of the more hotly debated AI business models, with CoreWeave and Nebius being the two most widely recognized names. These companies have seen their sales, backlog, and share prices...

io-fund.com
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Nvidia has certified SK Hynix, Samsung and Micron’s HBM4 for Vera Rubin, with all three memory makers in production for the upcoming chip. $NVDA $MU $AMD
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Intel and Foxconn are partnering to develop and deploy next-gen AI infrastructure and intelligent computing platforms, spanning silicon, rack, system, and application layers, including a full Intel Xeon CPU rack. $INTC $NVDA $AMD $ARM
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Meta has partnered with Reliance to lease its first AI-enabled data center in India, starting at 168MW of capacity in its first phase with options to scale. $META $NVDA $MSFT $GOOG $AMZN
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Super Micro is raising $7 billion in equity and equity-linked transactions to purchase components needed to fulfill ~$39 billion in AI server orders from more than 20 customers. $SMCI $NVDA $AMD
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Beth Kindig retweeted
Beth Kindig
@Beth_Kindig
Jun 11
Neoclouds $CRWV and $NBIS have been among the hottest and most hotly debated AI stocks. Sales soared by over 2X to over 7X in Q1 2026, but rapidly scaling hyperscaler demand is just one part of their tangled story. Find out more in this week's analysis - link in bio.
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Nvidia is reportedly testing Intel’s 18A for manufacturing a new design integrating four GPU dies into a single package. $NVDA $INTC $TSM $AMD
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TSMC’s May revenue rose 30% YoY to NT$416.98 billion ($13.2 billion) on strong AI chip demand, with YTD revenue also up 30% to NT$1.96 trillion. $TSM $NVDA $AVGO $AMD
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Nvidia recently acquired AI model maker Kumo AI for more than $400 million, expanding its enterprise AI stack with Kumo’s predictive foundation models for structured business data. $NVDA
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Beth Kindig retweeted
Beth Kindig
@Beth_Kindig
Jun 7
3 months ago, the idea that CPUs could challenge GPUs on AI budget share was unfathomable – yet agentic AI has flipped the script. Find out how agentic AI is rewriting the story for CPUs as the CPU:GPU ratio moves towards 1:1 and how $NVDA, $AMD, $INTC, and $ARM each aim to win in the server CPU market. io-fund.com/ai-stocks/ai-cpu…

AMD, Nvidia, Arm, Intel: Inside the $120 Billion CPU Gold Rush

CPUs have gone from an afterthought to becoming the AI trade’s next great bottleneck – and with AMD, Nvidia, Arm and Intel circling a market that is doubling nearly overnight, the only question left...

io-fund.com
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Beth Kindig retweeted
Beth Kindig
@Beth_Kindig
Jun 8
DRAM is expected to account for the majority of the market, reaching $618.7 billion in 2026, up nearly 303% YoY, while NAND is projected to grow nearly 281% to $270.1 billion. $MU $NVDA $AMD $AVGO
Beth Kindig
@Beth_Kindig
Jun 8
The global memory market is now projected to reach as much as $889.3 billion in 2026, per TrendForce, up 296% YoY and a substantial 61.2% increase from its prior forecast for $551.6 billion. $MU $AMD $NVDA $AVGO
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Beth Kindig retweeted
Beth Kindig
@Beth_Kindig
Jun 9
For 2027, TrendForce now projects the global memory market to reach $1.28 trillion, up 44% YoY, with DRAM revenue forecast to surpass $900 billion. This would be more than 5X larger than the memory market in 2025, at $224.7 billion. $MU $AMD $NVDA $AVGO
Beth Kindig
@Beth_Kindig
Jun 8
The global memory market is now projected to reach as much as $889.3 billion in 2026, per TrendForce, up 296% YoY and a substantial 61.2% increase from its prior forecast for $551.6 billion. $MU $AMD $NVDA $AVGO
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Amazon announced that its new Graviton5 CPU is now generally available to customers, offering up to 25% better compute performance and 15% to 20% more network and storage bandwidth. $AMZN $GOOG $MSFT $NVDA $AMD $ARM
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The global memory market is now projected to reach as much as $889.3 billion in 2026, per TrendForce, up 296% YoY and a substantial 61.2% increase from its prior forecast for $551.6 billion. $MU $AMD $NVDA $AVGO
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SK Hynix Chairman Chey Tae-won believes the memory shortage could continue until 2030, with SK Hynix planning to double its memory wafer capacity over the next five years to help meet demand. $MU $NVDA $AMD
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