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Ivana delevska: NVIDIA earnings seen as key moment for agentic AI momentum
ivana delevska, founder / CIO at SPEAR Invest, highlights the significance of NVIDIA's upcoming earnings for investors looking to benefit from agentic AI growth.
According to delevska, this may be the last major opportunity to participate in the surge driven by agentic AI. She points to the importance of NVIDIA exceeding traditional expectations of a simple "beat and raise," especially with the Rubin ramp now underway.
Delevska has previously noted that AI hardware has attracted investment flows due to its appealing risk-reward profile. In the same analysis, she observed that cybersecurity may have reached a bottom. This context shapes her current views as NVIDIA approaches its earnings report.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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