Beth Kindig | Private@Beth_Kindigpr

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

 Boulder & San Francisco
io-fund.com/free-stock-ana
Joined September 2012
447 Photos and videos
Micron is now generating more operating income than Apple. $MU $AAPL
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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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When the leading supplier producing 50% of global HBM signs an agreement with the world’s leading consumer that could account for 37% of HBM capacity in 2027, the queue for everyone else waiting to access memory gets longer. io-fund.com/ai-stocks/nvid… $SKHY $MU $NVDA

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Institutional-grade AI stock research, real-money portfolio insights and trade alerts from Beth Kindig and the I/O Fund.

io-fund.com
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OpenAI’s Jalapeno volumes are expected to more than quadruple in 2027, per UBS, rising from 150K units in 2026 to 600-700K units in 2027. $AVGO $NVDA $AMD
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Nvidia $NVDA says that Anthropic has contracted 2.6GW to date of Nvidia hardware to be shipped through 2028, adding that Anthropic’s total contract value across hyperscalers and neoclouds exceeds $180 billion. $AVGO $AMD $MSFT $AMZN $GOOG
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UBS raised its GPU production forecast for Nvidia $NVDA by 600K for 2027, from 8.2 million to 8.8 million, driven by an increase in Rubin volume. $AVGO $AMD
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Broadcom’s $AVGO AI XPV platform is said to be raising up to $60 billion in financing to help fund chip purchases for Anthropic, including a $42 billion Class A senior-secured tranche and an $18 billion Class-B junior tranche.
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Samsung estimates that HBM could consume 30% of DRAM chipmakers’ total wafer capacity in 2027, up from ~20% currently. $SKHY $MU $NVDA $AMD
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The defining element for who wins the race between Nebius $NBIS and CoreWeave $CRWV may not be who builds the most capacity or reports the highest growth – it will be determined by one key factor most investors aren’t tracking. io-fund.com/ai-stocks/nebius…

Nebius Vs CoreWeave: Which AI Stock Has the Upper Hand?

CoreWeave generates more revenue, but Nebius stock is leading in 2026. Explore the role of debt, liquidity, and GPU useful life.

io-fund.com
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Bain: “Five years ago, a 50-megawatt (MW) facility was considered large. Now, hyperscalers are planning to build data center campuses 100 times bigger: 5 gigawatts (GW) or more, costing $150 billion to $200 billion each.” $MSFT $AMZN $GOOG $META $ORCL $NVDA
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Anthropic is reportedly expecting to spend at least $518 billion over a decade on its AI infrastructure buildout with six partners, according to its IPO prospectus per Reuters. $NVDA $AVGO $AMZN $GOOG $MSFT
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TSMC $TSM is reportedly evaluating a potential multi-billion dollar fab campus in Texas, adding on to its $265 billion Arizona expansion, as it is said to be facing increasing requests from Nvidia $NVDA, Intel $INTC, AMD $AMD, and Apple $AAPL for US capacity.
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SK Hynix's $SKHY high-performance SSD unit Solidigm is said to be weighing a $150 billion IPO, nearly triple Arm’s $54 billion IPO and Cerebras’ recent $56 billion IPO. $MU $ARM $CBRS
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OpenAI’s ARR has risen more than 70% since the beginning of Q3 to $70 billion, according to Axios, adding more revenue on the consumer side during the quarter than it added in all of 2025. $MSFT $AMZN $NVDA $GOOG
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Nebius $NBIS is outperforming CoreWeave $CRWV by nearly 8X in 2026, despite CoreWeave generating 5X more revenue – so, what gives? Clearly something is happening beyond the income statement.
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Micron $MU reported FQ4 revenue of $54.2 billion, up 379% YoY and 31% QoQ, beating consensus estimates for $51.5 billion. FQ1 revenue was guided to a record $61.5 billion, up 351% YoY and 13% QoQ, ahead of estimates for $57.9 billion. $NVDA $AMD $SKHY
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OpenAI is reportedly in early discussions raise at least $30 billion in a new bridge funding round at a $1.4 trillion valuation, per Bloomberg. $MSFT $AMZN $GOOG $NVDA
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With SCA pricing potentially ranging from ~$10-$12 per GB at the floor to the mid-$20s per GB at the ceiling, Micron $MU could maintain a fairly strong margin profile as SCA mix increases. io-fund.com/ai-stocks/micr…
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What stocks could win big from the shift to AI inference? I break down my thoughts in the clip below. @cvpayne
Beth Kindig
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AMD $AMD has an estimated 5%-7% of the GPU server market today compared to Nvidia’s $NVDA 85%+. If AMD can move from the mid-single digits toward 15%-20%, it would represent roughly 2X to 4X AMD’s current market share without needing to take the GPU crown. More below.
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