An Incredible Chance to Invest in Robust Companies: Insights from Spear Advisors’ CIO

Ivana Delevska, founder and CIO of Spear Advisors, analyzes the challenges facing the semiconductor sector and the volatility stemming from quant funds’ trend-following strategies. She notes a substantial growth potential in the CPU market, forecasting it to reach $200 billion. Delevska identifies long-term investment opportunities in firms like Lam Research Corp. Additionally, she underscores the rising importance of cybersecurity solutions, highlighting Cloudflare’s unique business model as an attractive investment opportunity.