IvanaSPEAR
@IvanaSpear
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Investing & sharing insights on B2B tech. 10yrs as ex. Citadel, Millennium, Tiger cub. Founder & PM of Spear Alpha ETF $SPRX. Disclosure: https://t.co/g80M93SeiW
Joined August 2021
The Spear Alpha ETF $SPRX 2023 Annual Letter is out! Here is how we were able to deliver an 88% return and how we are thinking about 2024 and the current macro: For fund disclosures, holdings, & performance, see Let's dive in:
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RT @IvanaSpear: Why is $NET up 20%+ post what seemed to be an inline quarter? There are three factors that I will dive deeper into in this…
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@thexcapitalist Hi Oguz - Cutting out our logo from the visual is a violation of our research sharing policies. We provide tons of free research for people to use, but the fact that someone would do this without attribution is very disappointing.
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I will cover valuation in more depth this weeks Tech Edge - our weekly research digest. Sign-up here to get it in your inbox: Follow @IvanaSpear for more posts like this.
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Love @baystreetamber new “In the Money” Podcast. Shared my thoughts on DeepSeek and best ideas that got crushed $NVDA $MRVL $CEG Sorry for the scratchy voice 😬 Tune in!
DeepSeek isn't a problem for Nvidia says @IvanaSpear But if she was an investor in OpenAi or Anthropic, she would be worried #DeepSeek $NVDA Watch the full episode here:
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If I were a Closed Source investor (OpenAI, Anthropic, or any of the smaller LLM players), I would 🏃 for the ⛰️. For the rest, this is a good way to shake out the weak hands. Follow @IvanaSpear and sign up for our (free) newsletter:
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