akram

akram

Jul
05
Razor's Edge: Twill/SPT/Sprinklr

Razor's Edge: Twill/SPT/Sprinklr

4 min read
Jun
28
Vicor: The Harsh Financial Reality

Vicor: The Harsh Financial Reality

2 min read
Jun
27
Vicor Short Thesis: AI CHIP MANIA ACCELERATES VICOR’S COMPETITIVE DEMISE & PROVIDES AN ASYMMETRIC SHORT OPPORTUNITY

Vicor Short Thesis: AI CHIP MANIA ACCELERATES VICOR’S COMPETITIVE DEMISE & PROVIDES AN ASYMMETRIC SHORT OPPORTUNITY

“Sorry to interrupt the festivities, Dave, but I think we’ve got a problem.”- HAL 9000 I am short
58 min read
Jun
22

Razor's Edge: Some Spt Notes

8 min read
Jun
18
Razor's Edge: Some AI Notes

Razor's Edge: Some AI Notes

6 min read
Jun
14
Razor's Edge: Spt, QCOM, Quick updates

Razor's Edge: Spt, QCOM, Quick updates

3 min read
Jun
07
Razor's Edge: Know Your Tape

Razor's Edge: Know Your Tape

4 min read
May
30
Razor's Edge: Another AI Post..Qcom fomo..

Razor's Edge: Another AI Post..Qcom fomo..

5 min read
May
26
Razor's Edge: Nvidia Note

Razor's Edge: Nvidia Note

6 min read
May
23
Razor's Edge: Twlo/Zm

Razor's Edge: Twlo/Zm

4 min read