Dec

10

Razor's Edge: Gitlab Debate

Dec 10, 2025

9 min read

Dec

03

Razor's Edge: Giga Long Gitlab Time...

Investors generally want a story to be easy. They frame a narrative in their head and then go to work

Dec 3, 2025

12 min read

Dec

02

Razor's Edge: MDB/GTLB

Dec 2, 2025

3 min read

Dec

01

Razor's Edge: LLM'S AREN'T THE THING...

Dec 1, 2025

3 min read

Nov

25

Razor's Edge: The Google Market

Nov 25, 2025

2 min read

Nov

24

Razor's Edge: Long Meta

Nov 24, 2025

2 min read

Nov

21

Razor's Edge: CLS

Nov 21, 2025

Nov

20

Razor's Edge: Nvidia

Nov 20, 2025

2 min read

Nov

18

Razor's Edge: Pod pop Up/Quick Q&A

Nov 18, 2025

2 min read

Nov

17

Razor's Edge: CLS Short Idea- Ai Narratives vs Ai Profit Pools..

Nov 17, 2025

16 min read