Beth Kindig

Top 2024 Tech Analysis On Forbes From Leading AI Investment Firm

2024 had countless winners and strong repeat performances from AI leaders like Nvidia, but 5 tech stocks took the market by surprise with significant outperformance...

Nvidia's Blackwell GPU holds the potential to dwarf Hopper's revenue in the coming quarters. I discuss what lies ahead for NVDA and where I would buy NVDA stock in 2025.

Broadcom's Q4 report was not its 'Nvidia moment', even as a rosy addressable market forecast propelled AVGO stock higher. I break down the challenges that lie ahead.

Semiconductor stocks face increasing risk in 2025 as tariffs and geopolitical risk rise. I analyze which semiconductors have the highest and lowest exposure to China.

After a solid Q3 report and strong Black Friday sales that broke records once again, Shopify stock faces a key test in Q4 with multiple catalysts ahead.

Nvidia beats Q3 revenue by $2B, with 94% YoY growth to $35B. Data center revenue tops $30B. Blackwell’s ramp by mid-2025 could drive 70% stock upside.

Nvidia’s stock has left many investors wondering “what comes next” after the stock reached all-time highs. The stock is setting up for a strong 2025 due to pricing power

Big Tech’s AI spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter trillion dollars primarily for AI...

Palantir’s Q3 shows strong AI-driven growth and profitability, but its high valuation raises concerns. Explore insights on performance and future potential.

Tesla is arguably one of the most advanced AI companies in the world, yet its stock has been quietly dictated by one metric. I look at the puts and takes of Q3's report..

One stock is crushing peers Salesforce, MongoDB and Snowflake in AI revenue with visible AI growth and product momentum. I break down its growth, 'secret sauce' and more.

The Mag 7 stocks and even Nvidia's stock remain below their July highs. We discuss what it means when market leaders are not confirming a move higher in the S&P 500

Four leading cybersecurity firms are seeing AI impact revenue and pave the way for sustainable long-term growth. We dug up some important never-before published data ...

The pace of transformation that generative AI is driving is unlike any other technology seen before. Below, I dig into the four things that investors must know about AI.

Qualcomm, Intel, and AMD are driving AI-capable PCs to the mainstream with neural processing units, sparking intense competition as enterprises push for major PC upgrades

Nvidia's stock has been recovering this week as key suppliers confirm initial shipments of GB200s in Q4 with increasing volume of shipments coming in Q1.

Big Tech continues to spend billions on AI infrastructure, with AI showing up more in terms of revenue contribution; however, one stock leads the pack with AI revenues.

While US commercial revenue growth remains strong with high demand for AIP, Palantir is priced for perfection as it faces a few key risks to its story in 2024.

After being one of the lowest performing Mag 7 stocks, Tesla stock saw rapid gains, up 42% in a 1 month rally. We assess what’s next after TSLA beat Q2 delivery estimates.