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

The Razor’s Edge

内容由Shortman Studios提供。所有播客内容（包括剧集、图形和播客描述）均由 Shortman Studios 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

11M ago 1:00:02

MP3•单集首页

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

100集单集

#Trading #Business #Shortman Studios