Tech and Industrial Investment Strategy by Ivana Delevska

Ivana Delevska is the founder and Chief Investment Officer of Spear Invest, a firm launched in 2021 with a focus on industrial technology. She previously held senior analyst roles at Tiger Management, Millennium Management, Citadel, and Davidson Kempner, bringing more than 14 years of experience in hedge funds and asset management. Delevska also worked as a sell-side analyst at Deutsche Bank and Gordon Haskett. She earned a BA in Economics from the University of Chicago.

Spear Invest manages the Spear Alpha ETF (ticker SPRX), an actively managed fund targeting innovation in industrials and technology. Assets under management reached more than USD 50 million in 2024, with quarterly trading volumes averaging 200,000 shares. Delevska appears frequently on CNBC, Bloomberg, and Yahoo Finance to provide commentary on semiconductors, robotics, and supply chains. Her published reports include over 120 equity research notes across industrial and tech sectors. As of September 2025, no verified involvement connects Delevska to cryptocurrency or blockchain investments. Her analysis remains concentrated on industrial transformation, digital twins, and automation cycles rather than tokenized assets or DeFi applications.

  • Elena Nikulina
  • 11 hours ago
Ivana delevska: Agentic AI highlights CPU requirements in NET investor day insights
ivana delevska, founder and CIO at SPEAR Invest, raises the question of how many CPUs are necessary for Agentic AI, referencing insights shared during NET investor day. An interesting slide from ...
  • Anastasiia Chabaniuk
  • 04.06.2026
AVGO maintains $100 billion target for 2027 amid competitive value chain, ivana delevska notes
ivana delevska, founder / CIO at SPEAR Invest, highlights that AVGO is reiterating its $100 billion guide for 2027 while competitors are increasing their presence in the value chain. She observes ...
  • Igor Krasulya
  • 29.05.2026
Ivana delevska: AI demand drives strong growth for Dell server orders
ivana delevska, founder and CIO at SPEAR Invest, highlights that AI adoption is driving significant strength in traditional server demand for Dell. According to delevska, order pipelines are at ...
  • Elena Nikulina
  • 21.05.2026
ARM could see meaningful revenue gain from Vera CPU, ivana delevska notes
ivana delevska, founder and CIO at SPEAR Invest, highlights that ARM's recent moves are strategic following NVDA's comments about Vera CPU reaching $20 billion in F27. She notes that with ARM ...
  • Yaroslav Dmytrenko
  • 19.05.2026
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 ...
  • Eugene Komchuk
  • 24.04.2026
AI hardware draws investment flows due to attractive risk and reward, Ivana Delevska notes
Ivana Delevska, Founder / CIO at SPEAR Invest, commented that the cybersecurity sector has likely reached its bottom. She noted that artificial intelligence hardware currently offers an ...
  • Dmytro Kharkov
  • 17.03.2026
Ivana delevska: Nvidia GTC conference highlights path to $15 2027 EPS with sub-10x PE
Nvidia is hosting its major GTC conference, according to ivana delevska. The event coincides with growing optimism about the company's future earnings, with delevska stating that a $15 earnings ...
  • Parshwa Turakhiya
  • 26.02.2026
NVDA reports $68B revenue beats street by $2B but stock falls, Ivana Delevska analyzes market reaction
Nvidia delivered blowout earnings, reporting revenues of $68 billion, which surpassed Wall Street estimates by $2 billion. Ivana Delevska noted that despite the strong financial results and an ...
  • Elena Nikulina
  • 11.02.2026
Ivana Delevska: NET revenue surges 34% in Q4 with channel growth
Ivana Delevska observed a significant acceleration in financial metrics for NET, with revenue growth reaching 34% in the fourth quarter of 2025. Channel partner revenue saw an impressive rise of ...
  • Andreas Kristo
  • 29.10.2025
Ivana Delevska: Robust capex growth boosts tech giants
Ivana Delevska, an expert in corporate earnings analysis, emphasizes the importance of capital expenditures (capex) in the upcoming tech earnings reports. She highlights keen investor interest ...
  • Eugene Komchuk
  • 07.08.2025
Ivana Delevska highlights opportunities for networking stocks
Ivana Delevska, a notable industry analyst, focuses on the burgeoning opportunities within networking stocks as investors turn their attention to companies like Arista Networks (ANET) and Applied ...