Reported about 6 hours ago
In a recent discussion, Ivana Delevska, founder and chief investment officer of Spear Invest, highlighted the divide in the AI market between application and infrastructure, detailing which companies like Snowflake and CloudFlare are poised for growth and which, such as GitLab, might face disruption. Delevska emphasized the strategic focus on networking components and the importance of picking stocks based on risk-reward profiles as the landscape evolves.
Source: YAHOO