IvanaSPEAR (@ivanaspear) is a FinTwit voice tracked on Surfaced in the Semis category with 22.1k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @ivanaspear mention most?

Over the past 12 months, @ivanaspear's most-mentioned tickers are $NVDA, $COHR, $ALAB, $CRDO, $LITE — $NVDA leads with 13 mentions.

When did @ivanaspear first mention $NVDA?

@ivanaspear's first tracked mention of $NVDA was on Oct 29, 2025.

How active is @ivanaspear?

In the past 12 months, @ivanaspear posted 68 times carrying cashtag mentions, totalling 202 mentions across 63 distinct tickers.

IvanaSPEAR (@ivanaspear) on Surfaced

Recent mentions

6 posts

@ivanaspearFeb 4, 2026 · 10:31 PM

@ecommerceshares I think it wasn’t $AMD - it was the software trade from yesterday that caused a major unwind across the board today. Day 1 sell where you were wrong; Day 2 Sell everything. Lots of great cos down 10%

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@ivanaspearDec 5, 2025 · 2:38 PM

The market finally figured out that not all AI stocks are the same. But they are still missing the bigger opportunity. From January through September, every AI stock moved together: $NVDA $AMD $GOOGL $ORCL all trading in lockstep. The market treated AI as one giant bet. But by October, everything changed. Three distinct groups emerged: 1️⃣ The OpenAI Complex: Nvidia, AMD, Microsoft, Oracle, CoreWeave Open AI’s promise to invest $1.3 trillion in infrastructure, with no profit to back it up, is raising many questions, driving the whole complex down. ◾ Oracle needs to issue $90B of debt over the next 3 years to fund capex/negative FCF ◾ Significant customer concentration risk: OpenAI represents 66% of Oracle backlog ◾ Credit market doesn't love this profile - both Oracle and Coreweve CDS spreads are widening 2️⃣ The Google Complex: Google & Broadcom ◾Google's TPUs are gaining serious traction ◾Broadcom is manufacturing these TPUs specifically for Google ◾This is becoming a credible alternative to NVIDIA-centric infrastructure, especially in recommender systems …but remember, there are risks here too, as TPUs have stronger performance than Nvidia only in one application …will be hard to gain general-purpose traction. 3️⃣ The Value Chain: $CRDO, $COHR, $ALAB, $LITE, $CIEN, $ANET, $MRVL ◾ Credo's electrical cable demand is soaring - the company reported 272% growth YOY earlier this week ◾ Astera Labs' scale-up components are driving >100% YoY growth in the latest reported quarter ◾ Marvell, just yesterday, pointed to solid visibility into ‘26/27 expecting +25%/+40% YoY growth ◾ Coherent & Lumentum - optics suppliers are just getting traction in the next wave of infrastructure buildout. These companies are under-promising and consistently beating numbers. While investors and media are debating which complex will take over, they are placing binary bets on platform winners. But they don’t realize that investing in the value chain doesn't require that bet as infrastructure companies supply everyone: If Google's TPUs gain traction, they need Lumentum optics. If AWS gains traction, it needs Astera Labs components. If Nvidia continues to win, they need Credo cables. So the difference in risk profile is significant. Platforms carry individual technology risks: one wrong product cycle, one market-share loss, and valuations compress fast. Value chain companies have diversified exposure across all platforms with lower company-specific risk and superior risk-adjusted returns. The debate will intensify as more data comes in. Fund managers will make more predictions about who will win the platform war. The OpenAI and Google complexes will see more volatility as market sentiment shifts. Meanwhile, the infrastructure layer keeps winning. They supply everyone, so it doesn't matter which AI model or chip architecture dominates next quarter.

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@ivanaspearNov 26, 2025 · 5:37 PM

Every time a new accelerator gains traction e.g., $GOOGL TPUs, $AMD MI 400, $AMZN Trainium, it's a massive positive for the Networking value chain. Networking companies can have as much as 5X content on competitor platforms vs. Nvidia's GPUs https://t.co/ElgFIZnMpb

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@ivanaspearOct 31, 2025 · 4:33 PM

AI investments come in waves, and we think we are on the cusp of a new investment wave. AWS is growing at a pace we haven’t seen since 2022 — reaccelerating to 20% YoY.” — $AMZN CEO (3Q earnings call). Maybe not a bubble?🤔...earnings details in The Tech Edge...link below. $MSFT $GOOG $NVDA $AMD $ALAB $CRDO $ANET

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@ivanaspearOct 9, 2025 · 4:48 PM

The market still hasn’t caught up to what the $AMD + @OpenAI partnership really means for networking — time to dive deeper 👇 $ANET $ALAB $CRDO $AVGO $MRVL $APH $INTC The new AMD–OpenAI agreement — committing to deploy 6 GW of MI450 GPUs — isn’t just a game-changer for compute. It’s set to reshape the entire networking value chain. While NVIDIA continues to rely on its proprietary NVLink fabric, AMD has taken a different path — becoming a founding member and strong supporter of the Ultra Accelerator Link (UALink) Consortium. UALink is building an open standard for connecting AI accelerators and switches — empowering a broader ecosystem of partners instead of locking them out. For many networking companies, content on non-NVIDIA infrastructure (like AMD or AWS) can already be up to 10× larger — a shift that’s only accelerating. Networking matters more than ever because that’s where the next generation of performance gains will come from. The chips themselves are already highly optimized — now it’s all about how fast and efficiently we can move data. To learn more, our Networking Webinar is now available on demand — link in comments to register. Next week, all eyes turn to the Open Compute Project (OCP) Conference, where the latest advances in open networking and AI infrastructure will take center stage. Stay tuned for updates…⚙️

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@ivanaspearJul 15, 2025 · 3:45 PM

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 explode 🎇 2️⃣ Blackwell systems are reaching full production (GB 200/300) 🛠️ 3️⃣ ...and now China is opening up 🐲 For background, @NVDA generated >$17B from China last year and guided to this number going to ZERO. The news today about Nvidia and AMD being able to secure export licenses for the H20 is a major reversal ... As Jensen Huang put it, "If the US won't participate in China, Huawei has China covered," which would hardly be in the US's best interest. This announcement is significant not just because H20s are now allowed, but it could also mean more sensible regulation going forward where tech companies have a voice at the table. BONUS: Watch China margins in the near term for both $NVDA and $AMD. Both companies already wrote off $4.5B and $0.8B in inventory, respectively. Seems like they can sell these chips after all. 🤔 The news is positive for Nvidia and AMD, the companies that got hit hardest by the restrictions, but also for the rest of the Data Center value chain.

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