Mar

13

Razor's Edge: Hire A Kid Groundhog's Day

The AI market definitely gives you groundhog's day vibes w Great Winfield "Money Game" overlap. AI

Mar 13, 2026

2 min read

Mar

10

Razor's Edge: Atlassian

Mar 10, 2026

2 min read

Mar

10

Razor's Edge: Optics not Software Are The Real Shitcos..

I am increasingly convinced markets right now are dominated by a new generation card counting traders chasing kpi's

Mar 10, 2026

6 min read

Mar

09

Razor's Edge: AAOI Short..

Mar 9, 2026

3 min read

Mar

02

Razor's Edge: AAOI Long to Short ..

I directed Claude 4.6 opus in writing a long-to-short report on AAOI as an exercise. I am very impressed

Mar 2, 2026

29 min read

Mar

02

Razor's Edge: AAOI THOUGHTS

Mar 2, 2026

4 min read

Feb

25

Razor's Edge: Axon Is The Best Short in The Market...

SNOWFLAKE MULTIPLE FOR EVERBRIDGE PART DEUX For those that remember my everbridge work i simply couldn't resist with

Feb 25, 2026

3 min read

Feb

24

Razor's Edge: The AI Doom Loop..

Feb 24, 2026

5 min read

Feb

22

Razor's Edge: More Aimageddon..

Feb 22, 2026

4 min read

Feb

18

Razor's Edge: AI vs. Everything Else

Feb 18, 2026

6 min read