Portfolio manager of IVYAI, the Ivy EasyETFs AI Innovation AMETF on the JSE & EasyEquities. Authorised FSP 660, regulated by the FSCA. Not advice.
Johannesburg, South Africa
Joined August 2018
- Tweets60
- Following138
- Followers44
- Likes7
Pinned Tweet
Six layers of the AI value chain in one JSE-listed ETF: hardware, data, software, cybersecurity, energy, AI-enabled.
$IVYAI Q3 brochure: cdn.prod.website-files.com/6…
Ivy Asset Management, authorised FSP 660, regulated by the FSCA. Aggressive, high risk; capital at risk. Not advice.
Ivy Asset Management | IVYAI retweeted
Not directly. The survey asked which sectors managers favoured over the next 12 months, but it did not ask which they would add to first.
Banks were the leading favourite, followed by retailers and software. Retailers recorded the biggest improvement in sentiment. Separately, the positioning data showed managers were net overweight banks by 12%, software by 10% and metals and mining by 15%.
To be globally competitive, economies need functioning municipalities and a growing electricity supply. We need to do better, South Africa. Adoption of high-speed internet and embracing the modern economy can put us on the fast track. 🚀 @rossrandall16 @Brucekmain
Ivy Asset Management is a proud sponsor of Pulse27. AI and social media are changing how businesses market. This is a must for corporate SA.
11 Mar 2027, The Galleria, Sandton. Keynotes: Adrian Gore and Roelof Botha.
pulsemedialeadership.co.za/
@stoffie54 @rossrandall16 @Brucekmain
That bank is amazing!
[ICYMI] Hylton Kallner’s stretch-targets outcome was 108% in the 2026 financial year (Adrian Gore achieved 96.5%).
#Moneyweb #Banking
ow.ly/hG9X5100n3i
Ivy Asset Management | IVYAI retweeted
When they accuse residents of high water consumption. Meanwhile…
Six layers. One JSE line. 🌿 IVYAI: rand-quoted access to the global AI value chain. Search IVYAI on EasyEquities. ivy.co.za/ai-fund @Matthew_Bernath @rossrandall16 @Brucekmain FSP 660. Not advice. Investments carry risk; past performance is no guarantee.
Ivy Asset Management | IVYAI retweeted
Love that it's decided purely by a year of investor activity, no judges. Would be great to see which themes drew the most first-time investors over the period.
Biotech: $IBRX locks database on 366-patient QUILT-2.005 trial (Anktiva, NMIBC); topline due Nov, sBLA targeted Q4.
@stoffie54 @Brucekmain @rossrandall16
Ivy Asset Management (FSP 660) is an authorised FSP regulated by the FSCA. For information only, not investment advice.
Metals: Centinela strike ends; Hudbay/Mitsubishi OK Copper World (102kt/yr Cu); Teck Highland Valley strike notice.
@stoffie54 @Brucekmain @rossrandall16
Ivy Asset Management (FSP 660) is an authorised FSP regulated by the FSCA. For information only, not investment advice.
Week in AI: SpaceX Q3 revenue +161% to $14.6bn (51.9% AI); Meta free cash flow -$2.1bn, plans non-voting shares.
@Matthew_Bernath @Brucekmain @rossrandall16
Ivy Asset Management (FSP 660) is an authorised FSP regulated by the FSCA. For information only, not investment advice.
Bruce Main, our CEO, on the Roadster: "The technology in this vehicle is at the absolute threshold of engineering. These safety features and tech will, over the years, become standard in mass-production cars." @Brucekmain @rossrandall16 @Matthew_Bernath @stoffie54
Beyond cars in Tesla's Q3: Optimus production started on Fremont's high-volume lines (early ramp), Cybercab service in Austin since 3 Sep, and 13.7 GWh of energy storage deployed. #TSLA @Brucekmain @rossrandall16 @Matthew_Bernath @stoffie54
Tesla cut its 2026 capex guide to ~$20bn (from >$25bn), funded mainly from operating cash flow. Spend keeps expanding over the next few years: Optimus, AI compute, Robotaxi fleet and a chip fab. #TSLA @Brucekmain @rossrandall16 @Matthew_Bernath @stoffie54
Tesla Q3 2026 free cash flow was +$1.53bn against about -$4.5bn (Tesla-compiled consensus). Still down 62% y/y, but cash generation came in far better than expected. #TSLA @Brucekmain @rossrandall16 @Matthew_Bernath @stoffie54
Tesla Q3 2026: adjusted EPS $0.48 vs ~$0.44 consensus (Bloomberg). GAAP EPS $0.22, net income $787m, down 29% y/y. A beat on the adjusted line; the GAAP picture is softer. #TSLA @Brucekmain @rossrandall16 @Matthew_Bernath @stoffie54
Correction: Tesla's Q3 GAAP net income of $787m was down 43% y/y (from $1.37bn), not 29%. Source: Tesla Q3 update. #TSLA
Tesla Q3 2026 revenue $28.05bn, broadly in line with consensus ($27.9bn-$28.3bn). Deliveries 486,532, down 2% y/y but ahead of ~463k expected. Automotive revenue $20.56bn, down 3% y/y. #TSLA @Brucekmain @rossrandall16 @Matthew_Bernath @stoffie54
SpaceX $SPCX, a core IVYAI holding, beat Q3 (20 Oct): revenue $14.6bn, +161% y/y vs ~$12.7bn consensus; EPS $0.35 vs $0.10. AI revenue $7.6bn.
Own it on the JSE via IVYAI on @EasyEquities: etfs.easyequities.co.za/easy…
Ivy is an authorised FSP 660. Not advice. Investments carry risk.
Specialist Advisor: @Matthew_Bernath (Alternata). Investment Committee: @Brucekmain, @rossrandall16, Tessa Morrison. Find IVYAI on @EasyEquities.