Ivana Delevska Predictions
Founder and Chief Investment Officer, Spear Invest
Track Ivana Delevska's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
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[4:20] We believe we're towards the end of the correction. We're now looking for some sort of rebasing and stabilization. We believe most of the damage is done.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[12:41] We believe the CPU trade just inflected this year and there is more to come. We we expect two to three year um upside for that.
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[13:23] We expect that networking as percentage of the server spend is going to go from 10% to 20%. So even if you have overall data center spending stall just that mix shift alone is going to drive pretty significant upside for these stocks.
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[13:47] Really 27 is going to be more of the year where we see the upside. These are companies that are providing the equipment to add additional capacity. So when you hear people talking about adding memory capacity, adding CPU capacity, they will need this type of equipment uh to in order to do that. So that cycle is just turning this year. The companies are still facing some supply chain challenges, but as they sort those through, 27 and 28 are going to be very favorable years for them.
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[19:30] We still see pretty significant upside and we're still above the street uh at this point. Uh but it doesn't compare to the upside that we see in some of the other areas such as CPUs for example.
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[29:28] I would be very surprised if they're not able to crush the numbers uh on adoption of of Muse and and the company is making pretty smart investments on capacity and securing their own capacity
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[36:29] I think the custom chip is going to be a longer term opportunity that is performing well and ramping but I think that 27 will be an inflection for networking and and specifically optics as well.
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[37:36] We prefer KLA uh and Lamb Research. Those are picks in in the semicup space. uh ASML uh right now has a monopoly position, but there are questions about whether that's sustainable or not. Uh but I would say that all three are going to benefit from this cycle that hasn't really turned yet.
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[30:05] I think the people that are raising equity are going to get rewarded um and the people that are raising debt at reasonable um reasonable levels are going to get rewarded uh because One thing that does happen when interest rates are higher, the buildout ends up being much more durable.
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