Happy New Year! Though this week’s The Razor’s Edge touches on what may not be the happiest start for people investing in software names or tech more generally. So what’s going on? We throw together a bit of recent and longer-term history, a bit of market sentiment analysis, and some opinions on what might still work, to see why a shift has been coming for a while and why there might be more to come.
Topics covered
China Stocks and Boeing, And Whether To Venture Into Troubled Waters
Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)
2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?
The AI Rally: Sorting out Heft from Hype
The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year
Docusign, Zoom, MongoDB, and the SaaS Circle of Life
Compound248 on Twitter’s New Era and the SBF/FTX Meltdown
Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth
The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0
Roku’s Wipeout and whether the Black Box will Open
Twitter Trial Breakdown
The Bear Market Is Here: What Next?
The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More
The Twitter Endgame, Again: Logic & Legality
Growth Stocks Approaching a Bottom?
The Changing Story At Juniper, A Rare 2022 Tech Winner
Twitter’s Endgame
The Consumer Goods Cliff, and also Elon Musk and Twitter
The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market
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