2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?

Hey! We're back! It's been a while, but with 2023 finishing in such a one-direction flourish, we wanted to pick up the mic again. Akram and Daniel talk about what to make of the market's triumphal 2023. We cover the overall vibes in the market, but also get into the weeds on stocks like Nvidia, Micron, Docusign, Zoom, and even Alteryx and Roku, as well as a few older names. The plan is to publish more in the year ahead. Hold us to it, and enjoy this episode. Topics Covered 2:15 minute mark – A triumphal year for the market – justified? 9:00 – Financials as an example of shifting momentum and sentiment, as well as thematic trading and the speed of change 13:30 – End uses of AI – where are we at this point 20:00 - Nvidia as the locus of various tech hype cycles 28:00 – What does semiconductor cyclicality look like now? 34:15 – Are we in normal yet? For software or otherwise 51:00 – Speed of moves in the last quarter of 2023

Om Podcasten

The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.