The Razor's Edge
Market Musings, Analysis, and Investment Ideas

Latest

Nov
15

Razor's Edge: Trumpoply Cash Out/China/ SMCI

4 min read
Nov
13

Razor's Edge: ZI

1 min read
Nov
11

Razor's Edge: MPWR

1 min read
Nov
07

Razor's Edge: Trumpoply/China

4 min read
Oct
30

Razor's Edge: Stimulus Games/Nutanix

2 min read
Oct
23

Razor's Edge: China/Vicr

4 min read
Oct
09

Razor's Edge: Stimulus Games

3 min read
Sep
30

Razor's Edge: Market Commentary China/Vicor

2 min read
Sep
20

Razor's Edge: FED/NKE/VICR/MOMO's/HER

3 min read
Sep
13

Razor's Edge: ENVX/RH/TEMU

5 min read