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
Twitter‘s CEO Change And The Market Whirlwinds Around The Company
The Docusign Sell-Off And The Latest Market Veer
The Future Of Compute: Naveen Rao on How The AI Landscape Has Changed
Peloton‘s Stock Dropping Back To The Pack: A Bad Sign, An Opportunity, Or Both?
The Future Of Compute: Cerebras‘s CFO, Tony Maslowski, On The Fragmenting AI Market
The Future of Compute: Ampere Computing‘s CPO, Jeff Wittich, On The Data Center Chip Industry
The Market Misperceptions Around Alibaba, Stitch Fix, And Twitter
PagerDuty‘s Present And Future Growth With CFO Howard Wilson
Travel Stocks Like Booking And Boeing Set For Another Take-Off
Covid-Era Comps Begin: A Look At Netflix's And Twitter's Earnings
After Didi Global: Are Chinese Stocks Investable?
Short-Selling In 2021: Beware The Crowded Trade, And Eyes On Nvidia
Fed Reaction and the (Re)-Rise of SaaS
Meme Stonks Part Deux: AMC, Algos, and The Fed
The Yalla Buzz And The Back Talk
Transitory Inflation Vs. The Looming End Of Covid
The Big Tech Ticket: The Calculus Behind Facebook's Oversight Board And The Trump Decision
Opening The Box On Stitch Fix's Bull Case Amidst A Rocky Year
The Semiconductor Shortages And Why Building Foundries Might Not Solve It All
The Last Thing We Needed: Breaking Down the Archegos Capital Blowup
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast