The Razor's Edge #4: Nvidia's Expanding AI Edge

Akram's Razor was a notable bear on Nvidia in 2018 before closing a short position. Recently, he switched from the sidelines to becoming an owner of shares and a bull. We discuss what changed with the company over the past year, how it's proven itself, and what may be ahead. Topics Covered 2:00 minute mark - revisiting the short case 12:30 - NVDA's competitive position in artificial intelligence 23:00 - Expanded advantage in artificial intelligence, with the USPS deal as an example 33:00 - How Nvidia's moat plays out for new potential entrants 38:00 - The change in the valuation picture 47:00 - How crypto wreaked havoc on understanding Nvidia's gaming segment 56:00 - The structural questions in the gaming segment 1:11:00 - Mellanox and its import/fit with Nvidia 1:19:00 - Has management regained its credibility? 1:34:00 - Applying a lens to management's views

Om Podcasten

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 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.