Ivana Delevska (Founder & CIO at SPEAR Invest) shared her latest market outlook on BNN Bloomberg. She highlights that AI is moving past the initial model-training phase into the "agentic era", where AI agents run daily workflows, creating high demand for CPU processing power, optical networking, and cybersecurity. Here is how you can invest in this next shift depending on your account currency: For US 🇺🇸 Dollar Investors (USD) * Direct Stock Picks: ARM Holdings ($ARM) for CPU demand, Lumentum ($LITE) for optical networking, and Cloudflare ($NET) for AI-focused cybersecurity. * ETF Exposure: SPEAR Alpha ETF ($SPRX), managed by Ivana Delevska, directly targets disruptive tech trends like these. Broad alternatives include Vanguard Information Technology ETF ($VGT) or $QQQ. For Canadian 🇨🇦 Dollar Investors (CAD) * Direct Stock Picks: Canadian investors can access US tech giants like ARM Holdings ($ARM) or Cloudflare ($NET) directly in USD or via CDRs where available. * ETF Exposure: iShares Semiconductor Index ETF ($XXM) or Evolve Cyber Security Index ETF ($CYBR) for sector plays, or broad Canadian tech exposure through Shopify ($SHOP) and Constellation Software ($CSU). Did You Know? 🧐 In the early days of AI model training, setups typically used 1 CPU to run 16 GPUs. In this new "agentic AI" phase, systems use 1 GPU per CPU, wildly increasing the demand for CPU processors compared to past years! — This is for educational purposes only and is not financial or investment advice.
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