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

Latest

Jul
23

Razor's Edge: Vicr

2 min read
Jul
12

Razor's Edge: The Mag Market Blues

3 min read
Jun
20

Razor's Edge: Nvidia At The Top..

4 min read
Jun
18

Razor's Edge: Software Blues/In&Out

4 min read
Jun
14

Razor's Edge: RH/Adbe Thoughts

4 min read
Jun
13

Razor's Edge: Market Commentary Apple/Rh

3 min read
Jun
07

Razor's Edge: The Attention Game & SaaS For the Long Run

5 min read
May
31

Razor's Edge: ESTC VS MONGO

2 min read
May
31

Razor's Edge: Dell Thoughts

2 min read
May
30

Razor's Edge: Semis Ate My SaaS

3 min read