I/O Fund (Beth Kindig)
Beth Kindig — lead tech analyst & co-founder; dubbed the "Queen of Nvidia" for AI-semi calls dating to 2018; runs the I/O Fund alongside David Kindig.
Internet-native AI-investing influencer who publishes a transparent, members-only model portfolio with real-time trade alerts and weekly research, ~95%+ allocated to AI stocks across the three pillars she names: networking, inference, and energy. Built a following on Seeking Alpha, Medium, and X around early, public Nvidia and AI-infrastructure calls. The book leans into picks-and-shovels names (power, optical, memory) rather than just the headline chip.
Top holdings
held up to ~15% — I/O Fund's 2026 top pick and best April performer; disclosed initial buys at $16.64 / $17.04 (Apr 2025), trade-alerted to members. AI-datacenter power layer.
core long — Long-standing signature position; her early NVDA calls are the basis of the "Queen of Nvidia" tag. Specific current weight not disclosed publicly.
long — Placed at the top of I/O Fund's 2026 AI chip-stock rankings; HBM/memory exposure to the AI buildout.
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Our take
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