Ivana Delevska, Spear Advisors LLC

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Ivana Delevska

Founder and Chief Investment Officer

Spear Advisors LLC

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Ivana Delevska, Spear Advisors LLC

Ivana Delevska

Founder and Chief Investment Officer Spear Advisors LLC

Ivana Delevska, Chief Investment Officer at Spear Invest, discusses the company's focus on approximately 120 companies, identifying opportunities through trends and research. Key market themes include AI, semiconductor stocks, cybersecurity, and SaaS, with Nvidia leading in AI revenue. Marvell and Broadcom are also significant players, with competition expected but favorable industry growth. The conversation mentions semiconductor companies like AMD and Micron, with Marvell seen as promising in the AI market. AMD shows innovation in the CPU market, while Micr... Read more

Ivana Delevska, Spear Advisors LLC