Oct

23

Razor's Edge: MXL/NICE

Oct 23, 2026

1 min read

Oct

22

Razor's Edge: Capex Short Trades MXL/MRVL..

Oct 22, 2026

1 min read

Oct

21

Razor's Edge: SpaceX/Meta/ServiceNow

Oct 21, 2026

7 min read

Oct

16

Razor's Edge: AI Market Fatigue

Oct 16, 2026

3 min read

Oct

14

Razor's Edge: DOCN Short?

Oct 14, 2026

2 min read

Oct

05

Razor's Edge: Why Meta..

I asked Supreme to take everything I've worked on agent economy/meta research wise and turn that into

Oct 5, 2026

21 min read

Sep

29

Razor's Edge: A Real Ai Bear Case/ CJ Jumps Ship...Again..

Sep 29, 2026

4 min read

Sep

25

Razor's Edge: Meta/Fsly/Akam/Ai Rentals..

Sep 25, 2026

3 min read

Sep

22

Razor's Edge: Consumer Agentic Compute Trade

Sep 22, 2026

7 min read

Sep

21

Razor's Edge: Jev & LLM Inference

Sep 21, 2026

4 min read