NVDA Earnings, AI Hype, and Cybersecurity Trends

In this episode of ETF Spotlight, host Neena Mishra interviews Ivana Delipska, Founder and CEO of Spear Invest, about investing in AI, cybersecurity, and other innovative technologies. They discuss NVIDIA's upcoming earnings and its potential impact on the market, with NVIDIA being a top holding in Spear Invest's SPRX ETF. Ivana shares her outlook on the broader tech sector, particularly the AI trade, and addresses concerns about an AI bubble, highlighting opportunities in data center infrastructure. The conversation shifts to cybersecurity, where Ivana explains how companies are adopting AI for both protection and productivity. Finally, they touch on investing in space, with Ivana expressing caution due to high risks and limited profitability in the current market. She also details Spear Invest's investment process, emphasizing concentrated portfolios and deep fundamental research.