Spear Invest founder and CIO Ivana Delevska discusses the evolving AI value chain and its potential role on the global stage on ‘Making Money.’
Semiconductor stock opportunities expand across the hardware sector as Spear Invest CIO Ivana Delevska analyzes the evolving AI value chain on ‘Making Money.’ Delevska breaks down OpenAI’s pricing cuts and evaluates key tech suppliers like Lam Research and MKS Instruments. Hardware demand accelerates as Google’s TPU orders are projected to reach 15 million units by 2028.
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