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Ivana Delevska

Spear Invest Research
Joined: Aug 22, 2022
  • Analysis & Comment

Ivana Delevska's Comment & Analysis
A complete archive of Ivana Delevska's articles, including current analysis & comment.

AI chips and the Data Center value chain are setting up for a blowout 2H. There are three main drivers: 1️⃣ Inference demand is about to explode.2️⃣ Blackwell systems are reaching full production (GB...
Cyber stocks have been on fire this year. The rapid rise of artificial intelligence has transformed the cybersecurity landscape, amplifying both the scale of threats and the sophistication of defense...
Despite China being a larger-than-expected drag, Nvidia’s overall Q2 guidance came in line with sell-side expectations—and about $2–3 billion above buyside forecasts—for a total delta exceeding $5...
Spear Alpha ETF: Here’s How SPRX Fared in 3Q24
By Ivana Delevska - Dec 23, 2024
This is the 3Q24 quarterly update for our flagship fund, Spear Alpha ETF (NASDAQ:SPRX). In these quarterly letters we share our performance highlights and trends that are shaping our investment...
Nvidia Vs. Broadcom: Which One Wins?
By Ivana Delevska - Dec 23, 2024
Broadcom and Marvell have stolen Nvidia's thunder. The custom chip opportunity will be $90 billion by 2027. What does this mean for Nvidia?  Our weekly digest is intended to keep you on the cutting...
This is the 1Q24 quarterly update for our flagship fund, Spear Alpha ETF (NASDAQ:SPRX). In these quarterly letters we share our performance highlights and trends that are shaping our investment...
We Are Still in Early Stages of Tech Recovery
By Ivana Delevska - Jun 21, 2023
We believe earnings for technology companies have bottomed and expect more upside from here What gives us confidence in a 2H23 tech recovery 1Q23 earnings takeaways: hardware bottomed, software to...
Nvidia: The One-Stop AI Shop
By Ivana Delevska - May 24, 2023
Nvidia (NASDAQ:NVDA) will be reporting earnings today after the market close. In this report, we lay out the long-term thesis for the stock.As background, Nvidia has long been associated with...
Is the Sun Coming Out for the Cloud Stocks in 2h23?
By Ivana Delevska - May 11, 2023
After several challenging quarters, the setup for cloud stocks is significantly more favorable in 2H23. While flight-to-safety is providing support for the mega-cap stocks, the valuation gap is...
China Recovery, U.S. Recession?
By Ivana Delevska - Apr 13, 2023
While the upcoming US recession is capturing the headlines, this downturn may look very different than previous ones. Our conversations with over 50 CEOs and CFOs over the past several weeks paint a...
 
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