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I/O Fund
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I/O Fund
@IOFundOfficial
The I/O Fund is an audited tech portfolio proven to outperform institutions and famous hedge funds. We offer trade alerts, a hedge and free weekly analysis.
USA 가입일 Mart 2013
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AI reportedly could account for 36% of 3nm capacity this year, a more than 7X increase from just 5% in 2025.
$NVDA $AMD $AVGO $TSM
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Anthropic is reportedly considering developing its own chips, per Reuters, though the plans are currently in early stages and the AI startup may decide to continue only to buy chips instead.
$NVDA $AMD $AVGO
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Global chip sales reportedly rose 61.8% YoY and 7.6% MoM in February to $88.8 billion, with APAC sales up 93.5% YoY and Americas sales up 59.2%.
$NVDA $AMD $AVGO
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TSMC reported March revenue of NT$415.9 billion, up 45.2% YoY and 30.7% MoM on strong AI demand. Q1 revenue was NT$1.13 trillion, up 35.1% YoY and in line with estimates for NT$1.12 trillion.
$TSM $NVDA $AMD $AVGO
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While the attention usually goes to Nvidia $NVDA to solve the biggest bottlenecks in AI hardware, Arm $ARM is working to tackle one of the largest bottleneck of agentic AI with its new AGI CPU.
Below, I cover this new bottleneck and how Arm is aiming to solve it.
io-fund.com/ai-stocks/arm-…
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Micron projects that memory content for geofenced Level 4 autonomous vehicles could rise nearly 20X over the long term, from 16GB currently to more than 300GB.
$MU $TSLA $NVDA
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Anthropic is reportedly considering going public as soon as October this year, with reports suggesting the firm could target raising up to $60 billion.
$AMZN $GOOG $MSFT $NVDA
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Data centers are projected to consume between 9% to 17% of US electricity by 2030, up from the current 4-5%, per EPRI, with the high growth scenario nearly quadrupling current electricity demand.
Notably, the EPRI says its new 2030 range is 60% above its prior estimates from 2024, reflecting accelerated data center development.
$MSFT $GOOG $AMZN $NVDA $ORCL
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Indian billionaire Gautam Adani is in talks with Google, Meta and Walmart’s Flipkart to develop hyperscale data centers across India, as part of a $100 billion digital infrastructure push by Adani.
$GOOG $META $NVDA
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AWS reached a deal with Nvidia to purchase 1 million of its GPUs including Blackwell and Rubin chips, starting this year through 2027 across its global footprint.
$AMZN $NVDA
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Samsung has reportedly been in discussions with Google and Microsoft over long-term memory supply deals, with reports suggesting it is considering $10 billion in prepayments from Microsoft, with any shortfall in volumes deducted from the prepayment.
$GOOG $MSFT $MU
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Investors have been hearing 'tech bubble' for more than a decade. Instead of collapsing, the Nasdaq 100 is up 550%.
Today, the warnings haven't stopped, they've gotten louder, and investors who listened are missing one of the most profitable runs in a generation.
$QQQ $SPY $NVDA
io-fund.com/broad-market/n…
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Micron $MU on memory supply:
“We expect both DRAM and NAND industry bit demand in calendar 2026 to be constrained by supply. We continue to expect supply-demand conditions for both DRAM and NAND to remain tight beyond calendar 2026.”
$NVDA $AMD
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Samsung also reportedly signed a tentative agreement with AMD for HBM4 supply for MI455X GPUs, as well as DDR5 for 6th gen EPYC CPUs.
$AMD $MU $NVDA
Beth Kindig@Beth_Kindig
Samsung is reportedly planning to supply HBM4 memory to OpenAI for its first in-house AI chip developed with Broadcom, per reports, with supply expected to start later this year. $AVGO $MU $AMD $NVDA
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Jensen Huang is comfortable saying Nvidia $NVDA can reach a $10 trillion market cap, meanwhile I am comfortable saying Nvidia can reach $20 trillion.
This week, I revisit that thesis with new data points showing why the path to $20 trillion has only strengthened over the past few months.
Link in bio.
Beth Kindig@Beth_Kindig
I am raising my 2030 target on Nvidia $NVDA from $10 trillion to $20 trillion market cap. It may sound extreme, but my new analysis lays out a data-driven, fundamentally grounded case for how Nvidia can realistically reach a $20 trillion market cap by 2030. Link in bio.
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Two weeks ago, @BloombergAsia asked me all of the hard questions on the AI trade - are we in a bubble, why isn't $NVDA stock moving based on the strong earnings report and is AI to blame for cloud software's weak price action.
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Amazon CEO Andy Jassy: “I've been thinking for the last number of years that AWS, call it 10 years from now, could be about a $300 billion annual revenue, run rate business. I think what's happening in AI that AWS has a chance to be at least double that.”
$AMZN $MSFT $GOOG $NVDA
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Micron $MU announced that its 12-high HBM4 36GB is in high volume production for Nvidia’s $NVDA Vera Rubin platform, along with its 192GB SOCAMM2 modules.
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Micron $MU reported record revenue of $23.86 billion in Q2, up 196.3% YoY and 74.9% QoQ and well ahead of estimates for $19.51 billion.
FQ3 revenue was guided to be $33.5 billion at midpoint, up 260.2% YoY and 40.4% QoQ, and more than $10 billion ahead of estimates for $23.27 billion.
$NVDA $AMD
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Amazon $AMZN is reportedly looking to raise $37 billion to $42 billion in its latest bond sale to help fund its AI infrastructure buildout, per Bloomberg, with early reports suggesting the sale attracted $126 billion in demand.
$GOOG $META
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