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, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. 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.
Episodes
Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
The chip sector has been Hansel-level hot to start 2024. AMD and Nvidia have jumped 14% and 21% respectively in 2024, the SOXX ETF is up 8% in the last week, and the AI theme of 2023 is still driving things to start 2024.
What does this say about the sector, and why is it like being a favorite to win the Super Bowl? We discuss the excitement, the build out of AI, the usage, and how that all converges into questions for chip stocks.
This is the first of two episodes this week, with the second on a couple different topics, watch for that Thursday or Friday.
Referenced article: https://the-razors-edge.ghost.io/razors-edge-nvidia-pide-piper-baidu-bumblings/
Referenced presentation/tweet: https://twitter.com/akramsrazor/status/1745029272140456325
Topics Covered
- 6:00 minute mark – Chip party
- 10:30- AMD’s spark
- 16:00 – The internet bubble comparison
- 21:00 – Feeling Peakish
- 24:30 – Hyperscalers data center build out and what could go wrong for Nvidia
- 34:00 – Apple’s Siri as an example of how AI will benefit us, vs. a new hardware assistant
- 45:30 – Are there any winners in a great AI software convergence
- 52:30 - Why it matters for chip stocks
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.