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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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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.

  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.

  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.

    • @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.

  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 😍🙂

  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😂

  6. @kriniokrinio2234

    July 30, 2025 at 5:19 pm

    Donald Trump ❤

  7. @KenjiEspresso

    July 30, 2025 at 5:26 pm

    Interesting she’s not bullish on Amazon.

  8. @assassinipo3082

    July 30, 2025 at 8:22 pm

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

  9. @assassinipo3082

    July 30, 2025 at 8:24 pm

    apple has NO AI ☠

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Bloomberg Technology

OpenAI Helped Find Potentially Catastrophic Cyber Flaw

OpenAI’s model helped identify a potentially catastrophic cybersecurity vulnerability in a programming language that runs millions of websites and applications. Greg Brockman, president of OpenAI, and Matthew Prince, CEO of Cloudflare — which helped protect websites before the flaw was publicly exposed — join Ed Ludlow on “Bloomberg Tech” to explain how AI is empowering…

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OpenAI’s model helped identify a potentially catastrophic cybersecurity vulnerability in a programming language that runs millions of websites and applications. Greg Brockman, president of OpenAI, and Matthew Prince, CEO of Cloudflare — which helped protect websites before the flaw was publicly exposed — join Ed Ludlow on “Bloomberg Tech” to explain how AI is empowering cyber defenders and attackers.
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Bloomberg Technology

Meta Makes Share Deal to Keep Zuckerberg in California

Meta says it will issue a new class of shares as part of a plan to keep CEO Mark Zuckerberg in California if a proposed wealth tax is passed and potentially help fund growth. The credit risk hit a record high after Meta laid out plans to boost AI spending. Alison Porter, portfolio manager for…

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Meta says it will issue a new class of shares as part of a plan to keep CEO Mark Zuckerberg in California if a proposed wealth tax is passed and potentially help fund growth. The credit risk hit a record high after Meta laid out plans to boost AI spending. Alison Porter, portfolio manager for Janus Henderson’s Global Technology Leaders Team, explains how the equities market are weighing these factors. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Tesla Shareholders Likely to Demand a Premium: New Street’s Harwood

Tesla investors are likely to demand a premium in a possible merger with SpaceX, says Ben Harwood, New Street Research senior analyst for technology and space infrastructure. Harwood discusses the synergies he sees between Tesla and SpaceX and why demand for Tesla’s full self-driving shows the company has momentum to keep profits growing. ——– Like…

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Tesla investors are likely to demand a premium in a possible merger with SpaceX, says Ben Harwood, New Street Research senior analyst for technology and space infrastructure. Harwood discusses the synergies he sees between Tesla and SpaceX and why demand for Tesla’s full self-driving shows the company has momentum to keep profits growing.
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