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The Razors EdgeAuthor: Shortman Studios
The Razors Edge is an investing podcast that combines a prop traders viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akrams 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 Akrams 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. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Dark Fiber vs. Dark GPUs and AI Capex
Episode 88
Monday, 17 November, 2025
We're back! With a lot happening in the last (checks notes) 22 months (!), but also not a lot changing, Akram's Razor and Daniel wade back into the market to talk about what's happening with Artificial Intelligence and everything around it. Specifically, we try to understand whether the cap-ex side of this trade is getting long in the tooth, and what the fundamental tensions are between different AI narratives. We go from bull to bear, tech utopia to jobsapocalypse, and lots of places in between. And we left more to talk about next time, so stay tuned. You can find Akram Razor's newsletter at https://the-razors-edge.ghost.io/, and Akram on twitter at https://x.com/akramsrazor. You can find Daniel's RIA firm at https://middlecoastinvesting.com/.
