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

The Razor’s Edge

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