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Trends shape memory cycle in cyclicals and technology, ivana delevska notes

Trends shape memory cycle in cyclicals and technology, ivana delevska notes
Memory cycle trends in cyclicals and tech

ivana delevska, founder / CIO at SPEAR Invest, shares her perspective on the current state of the memory cycle after over 10 years at leading hedge funds.

She discusses dynamics in cyclicals and technology sectors, highlighting companies such as MU, SKHY, and SNDK.

Delevska previously highlighted that the Morgan Stanley Tech Momentum Index recorded a 35.9% decline, noting investor discussion over its impact on AI-related equities in her coverage of the tech index record drop. She also commented on Anthropic’s confidential IPO filing, emphasizing the limited availability of public data for investors in a recent article. These views follow over a decade of experience in hedge fund management and technology-focused sectors.

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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