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Not Interested in Apple or Amazon: I/O Fund’s Kindig

Lead Tech Analyst at I/O Fund Beth Kindig says she isn’t interested in Apple or Amazon as an AI investor. She explains where she does see potential and why she believes stocks like Arm and Meta are overvalued on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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1 year ago

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Lead Tech Analyst at I/O Fund Beth Kindig says she isn’t interested in Apple or Amazon as an AI investor. She explains where she does see potential and why she believes stocks like Arm and Meta are overvalued on “Bloomberg Tech.”
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10 Comments

10 Comments

  1. @pdr770

    July 30, 2025 at 5:01 pm

    לכי תתענייני בבלאק ברי או איזו חברה פושטת רגל כמו OpenAI יה זונה לסבית הומואית. שתיכן לכי תתקרחי או משהו.

    Reply

  2. @pdr770

    July 30, 2025 at 5:04 pm

    אפל תודיע שתרכוש מאות מהנדסי AI במחיר נמוך לכל עובד באירוע מנכ”ל אפל ישראל. ותמכור אג”ח המון. ותשקיע המון בAI.

    Reply

  3. @pdr770

    July 30, 2025 at 5:07 pm

    אפל תקים חהרת AI ואינטרנט שתילחם בפדופיליה בקרב מנכ” לים בכירים פוליטיקאים ועו”ד בכירים המבין יבין בשווי מאות מיליארדים רווח בשנה במחיר גבוה גם בארץ נגד הליכוד.

    Reply

    • @pdr770

      July 30, 2025 at 5:09 pm

      כולל בעבר ועבר רחוק נגד פוליטיקאים ועו”ד ומד”א ומנכ”לים ובכירים וראשי ערים, ותסחט את משרד המשפטים ומשרד הבריאות ומשרד הביטחון והעיירות וחברות גדולות וחברות סטארט אפ. כולל נגד אלופים מהר עם אלפי עובדים ועובדות. במיוחד נגד הליכוד ומרכז הליכוד גם בעבר. ותסחט עיתונים וערוצי טלוויזיה נגד בכירים ועיתונאים במאות מיליונים רווח מערוץ וחברות גדולות כמו פורד וקוקה קולה וחברות מזון. ותקים עמודים ברשתות חברתיות בשיתוף היחב”ל בשליטת אפל בלבד על ענן לא סופרים פשוט אף אחד מוכנים למות למען סטיב ויעקב.

      Reply

  4. @mclaessens1

    July 30, 2025 at 5:15 pm

    I haven’t heard a thing of what was discussed. I just know whatever Beth is saying is true 😍🙂

    Reply

  5. @GarrettReynolds-uh9vj

    July 30, 2025 at 5:19 pm

    I am still waiting for AI to give me a 100/1 winner of a horse race😂

    Reply

  6. @kriniokrinio2234

    July 30, 2025 at 5:19 pm

    Donald Trump ❤

    Reply

  7. @KenjiEspresso

    July 30, 2025 at 5:26 pm

    Interesting she’s not bullish on Amazon.

    Reply

  8. @assassinipo3082

    July 30, 2025 at 8:22 pm

    TOO LATE! ALL-IN NVDA TSMC CRCL🚀🚀🚀

    Reply

  9. @assassinipo3082

    July 30, 2025 at 8:24 pm

    apple has NO AI ☠

    Reply

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Bloomberg Technology

Odd Lots: The AI Trade Shrugs Off a Blue Wave and a Tech Scandal

It’s been a big month so far for American politics and the tech industry. Democrats deliver a sweeping win across the country, calling continued AI development into question. Nvidia launches an investigation into CEO Jensen Huang’s affair with an alleged Chinese spy. There are plenty of things to make investors jittery, yet we’re seeing a…

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November 11, 2026

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It’s been a big month so far for American politics and the tech industry. Democrats deliver a sweeping win across the country, calling continued AI development into question. Nvidia launches an investigation into CEO Jensen Huang’s affair with an alleged Chinese spy. There are plenty of things to make investors jittery, yet we’re seeing a tech rally as markets await the upcoming Anthropic IPO.

Bloomberg’s Michael Ball joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to unpack why the tech trade is showing resilience despite macro jitters.
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Bloomberg Technology

Anthropic IPO Demand Surges as CoreWeave Calms AI Fears

Bloomberg’s Riley Griffin takes a look at Anthropic’s potentially record-breaking IPO, with sources saying it’s already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington…

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22 hours ago

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November 11, 2026

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Bloomberg’s Riley Griffin takes a look at Anthropic’s potentially record-breaking IPO, with sources saying it’s already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington and beyond.
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Bloomberg Technology

Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO

Anthropic is seeking a valuation of about $1.4 trillion in its initial public offering, a bid to make history as the first frontier artificial intelligence lab to go public. The company’s IPO is set to price on Wednesday, Nov. 18 and trade the following day. Bailey Lipschultz has more. ——– Like this video? Subscribe to…

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November 11, 2026

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Anthropic is seeking a valuation of about $1.4 trillion in its initial public offering, a bid to make history as the first frontier artificial intelligence lab to go public. The company’s IPO is set to price on Wednesday, Nov. 18 and trade the following day. Bailey Lipschultz has more.
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