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@IvanaSpear "Updated Data Center Value chain map that includes several emerging players and themes. Everything is on SALE today time to take a look🏷 Networking: Expect it to be one of the most significant themes for '25. Added to the map are $ALAB and $CRDO in addition to leaders like $AVGO $ANET $MRVL Power Gen: Added $VST & $CEG players further down the value chain. Power prices (esp. forward curves) must move significantly higher to incentivize new capacity. Processors no changes but a key theme into '25 is custom chips with $AMZN and $GOOG among the more aggressive ones in the build-out creating"
X Link @IvanaSpear 2024-12-27T15:53Z 19.4K followers, 39K engagements

"The market still hasnt 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 AMDOpenAI agreement committing to deploy X GW of MI450 GPUs isnt just a game-changer for compute. Its 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"
X Link @IvanaSpear 2025-10-09T16:48Z 19.4K followers, 28.4K engagements

"Networking is the hottest area of AI Data Centers 🔥 $NVDA $AVGO $ANET $MRVL $ALAB $CRDO $APH $COHR $CIEN $LITE Tune into our webinar today at XX PM or sign up to get the replay:"
X Link @IvanaSpear 2025-09-24T13:29Z 19.4K followers, 4623 engagements