IvanaSPEAR

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 spear-funds.com Let's dive in:

China is about to open up a $50 billion opportunity for AI chip companies for the next 1-2 years...and over $500 billion long term 😯 AI chips and the Data Center value chain are setting up for a blowout 2H. There are three main drivers: 1️⃣ Inference demand is about to…

Cybersecurity stocks are on fire this year 🔥 Join us for a Webinar to find out what is behind the move and how to pick the winners! Here is what you will learn: ▪️ How are cybersecurity companies adapting to and benefiting from AI ▪️ What does it take to build a…

For the first time in history, the #1 hacker in the US is AI …but as the threats have been evolving, so have the solutions. Over the past year, the focus for all major players has shifted to building an AI-enhanced SOC (Security Operations Center). Every company has a…