Skip to contentHome page Seeking Alpha - Power to InvestorsNov 13, 2026, 1:25 PM ETNVDA, ANT, OPENAI, GOOGL, AMD, AVGO, MU, MSFT, TSMIvana Delevska729 FollowersWhy we don’t own Nvidia.Anthropic’s potential IPO.What changes across the AI value chain?Robert Way/iStock Editorial via Getty ImagesThe sell-off in AI-linked stocks deepened after the midterms amid concerns about a slower data center buildout. With 10-year Treasury yields (US10Y) near 4.9%, borrowing costs remain high, and investors continue to question theThis article was written byIvana Delevska729 FollowersIvana Delevska is the Founder and CIO of SPEAR Invest and Portfolio Manager of the Spear Alpha ETF (SPRX).Prior to founding SPEAR, Ms. Delevska spent 10 years on the buy-side at several long/short hedge fund platforms: Tiger Management, Millennium Management, Citadel Asset Management, and 5 years on the sell-side at Deutsche Bank as a Vice President and Gordon Haskett as a Director covering Multi-Industry companies. Ms. Delevska graduated from the University of Chicago with a BA in Economics.SPEAR Invest specializes in fundamental research and investments industrial technology.Comments