Feb

18

Razor's Edge: Market Commentary TTD/APP/CHIIIINA/SOUN

Feb 18, 2025

5 min read

Feb

11

Razor's Edge: Digital Ad Earnings Superbowl

Feb 11, 2025

17 min read

Feb

04

Razor's Edge: Structural AI Longs

Feb 4, 2025

3 min read

Jan

31

Razor's Edge: Deep Drama

Jan 31, 2025

3 min read

Jan

27

Razor's Edge: DeepSunk

Jan 27, 2025

3 min read

Jan

24

Razor's Edge: Market Commentary

Jan 24, 2025

3 min read

Jan

13

Razor's Edge: Old SoundHound

Jan 13, 2025

4 min read

Jan

08

Razor's Edge: 2025 Thoughts

Jan 8, 2025

8 min read

Dec

23

Razor's Edge: SOUNDHOUND IS CHEGG REBORN

I told myself I wouldn't go down a hound hole of stupid, but once you have a position

Dec 23, 2024

6 min read

Dec

20

Razor's Edge: SoundHound

Dec 20, 2024

4 min read