Navigating NVIDIA & the AI Trade – Sell, hold or double down?
Breaking Analysis with Dave Vellante
English - March 16, 2024 16:00 - 33 minutes - 22.9 MB - ★★★★★ - 6 ratingsTechnology Business Entrepreneurship Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Why CrowdStrike is separating from the cybersecurity pack
Next Episode: NVIDIA, Broadcom and the expanding breadth of AI
Heading into the second half of 2023, some investors felt that the semiconductor run up last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from here?
In this Breaking Analysis we welcome back Ivana Delevska, the founder and chief investment officer at Spear Invest, Nasdaq SPRX. Some have compared SPRX to a miniature version of Cathie Wood’s ARKK fund. However SPRX is more sector agnostic where Delevska focuses more broadly on growth themes such as her current emphasis on cybersecurity, semiconductors, and enterprise software.