Investors / stance tracking
What Ivana Delevska is saying
FollowFollowingUnfollowFounder & CIO, SPEAR Invest
5 dated public stances tracked since 2026-10-29, most recently 2026-10-29. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Ivana Delevska's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Ivana Delevska is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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5
tracked stances
5
themes
0
side flips
2026-10-29
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CIEN | 1 | 1 bullish | 2026-10-29 | |
| CRWD | 1 | 1 bullish | 2026-10-29 | |
| LITE | 1 | 1 bullish | 2026-10-29 | |
| NET | 1 | 1 bullish | 2026-10-29 | |
| ZS | 1 | 1 bullish | 2026-10-29 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Lumentum controls the critical laser bottleneck in optical components for data center buildout, making it the most attractive optical name regardless of whether the rumored Marvell acquisition closes
“whether there is a deal or not, Lamentum has tremendous potential from here”
Fox Business uncut 2026-10-29 14:17 ET (5 min)
Ciena has a scale-up opportunity in data-center interconnect that generates significant upside even without incremental new builds, just from connecting existing infrastructure
“significant upset to their numbers just on connecting what's already there”
Fox Business uncut 2026-10-29 14:17 ET (5 min)
CrowdStrike's endpoint-security focus differentiates it from firewall-centric names like Fortinet that are exposed to hardware refresh cycles, making it attractive during the broader software/cybersecurity selloff
“CrowdStrike in particular is really more focused on securing the endpoints”
Fox Business uncut 2026-10-29 14:22 ET (5 min)
Zscaler is a differentiated cybersecurity name worth owning amid the sector pullback, as confirmed by strong conviction from its own management
“Zscaler is another one that we own and like”
Fox Business uncut 2026-10-29 14:22 ET (5 min)
Cloudflare (captioned 'CloudSlayer') rounds out a three-name cybersecurity basket the speaker actively holds and views as attractive in the current software weakness
“CloudSlayer is the third one that we really like”
Fox Business uncut 2026-10-29 14:22 ET (5 min)
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