The Razor’s Edge

Shortman Studios

The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to under...

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The Razor’s Edge

Episodes (100)

Nov 17, 2025 Dark Fiber vs. Dark GPUs and AI Capex
Jan 25, 2024 China Stocks and Boeing, And Whether To Venture Into Troubled Waters
Jan 23, 2024 Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)

The Razor’s Edge

Nov 17, 2025
2½ hours
127 MB

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. Y...

The Razor’s Edge

Dark Fiber vs. Dark GPUs and AI Capex

Shortman Studios

00:00 -01:32:27