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📈 Q2 Earnings Alert! Critical earnings dates you can't miss
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Ivana Delevska
Joined: Aug 22, 2022- Information
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Ivana Delevska's Opinion & Analysis
A complete archive of Ivana Delevska's articles, including current analysis & opinion.
A complete archive of Ivana Delevska's articles, including current analysis & opinion.
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...
Nvidia (NASDAQ:NVDA) is expected to report earnings next week. Although we expect a messy guide, the expectations for Nvidia's earnings are very low (much lower than consensus indicates).
During the...
The 2025 Tariff Shock: Here’s Why Investors Should Watch AI Stocks Closely
By Ivana Delevska - Mar 10, 2025
In this week's Tech Edge, we dive into the impact of tariffs on the AI trade and identify the areas with the best opportunities.
Impact of Tariffs
Tariffs are dominating the headlines, and investors...
Who Wins the Platform Game?
With the emergence of cheap models, AI innovators are scrambling to put these to work. But what is the best way to access these models?
There are four key platforms that...
DeepSeek and the Impact on the AI Value Chain
By Ivana Delevska - Feb 03, 2025
What is DeepSeek
The announcement of DeepSeek shook the technology market this week, with many hardware companies down 20-30% after the announcement. For Background, Deep Seek is a Chinese artificial...
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...
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...
Nvidia, Snowflake, and Palo Alto: Decoding Strategic Wins and Challenges in Tech
By Ivana Delevska - Nov 22, 2024
Our inaugural issue dives into three critical earnings reports that came out over the past week:
NVIDIA Corporation (NASDAQ:NVDA) fueling a rally in Networking and Power Gen
Snowflake Inc...
Data Center Deep Dive: Insights on Transformative Role of Nvidia's Blackwell Chips
By Ivana Delevska - Oct 31, 2024
As Nvidia (NASDAQ:NVDA) stock price was approaching new highs during the summer, we dove deep into the Blackwell order book to understand if the stock price move was justified and if there is further...