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

Latest

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
Sep
04

Razor's Edge: Magic Batteries

25 min read
Sep
04

Razor's Edge: Elastic

5 min read
Aug
22

Razor's Edge: Pattern Recognition

3 min read
Aug
02

Razor's Edge: Sleeper Short..

1 min read
Jul
25

Razor's Edge: Ai Liquidation

3 min read
Jul
23

Razor's Edge: Vicr

2 min read