akram

Nov

06

Razor's Edge: Quick Market Thoughts

Nov 6, 2026

2 min read

Nov

02

Razor's Edge: Schrödinger’s AI Compute Box Dilemma

Over my 30 or so years in markets, I've learned one basic thing about supply debates and that&

Nov 2, 2026

13 min read

Oct

29

Razor's Edge: ServiceNow Thoughts

Oct 29, 2026

4 min read

Oct

26

Razor's 'Manifest Destiny' Edge: "Go to the Pareto Compute Frontier, young man!"

What’s Wrong With the AI Trade? This is an ongoing topic of conversation these days as all anyone hears

Oct 26, 2026

12 min read

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