akram

Jun

14

Razor's Edge: Spt, QCOM, Quick updates

Jun 14, 2023

3 min read

Jun

07

Razor's Edge: Know Your Tape

Jun 7, 2023

4 min read

May

30

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

May 30, 2023

5 min read

May

26

Razor's Edge: Nvidia Note

May 26, 2023

6 min read

May

23

Razor's Edge: Twlo/Zm

May 23, 2023

4 min read

May

19

Razor's Edge: AI Investing And My Drunk Nvidia Friends...

May 19, 2023

14 min read

May

16

Razor's Edge: Position Updates

May 16, 2023

3 min read

May

10

Razor's Edge: Twilio Thoughts..

May 10, 2023

3 min read

May

05

Razor's Edge: AI L/S Investing and Coinbase

May 5, 2023

7 min read

May

04

Razor's Edge: Leaked Google "We Have No Moat"

May 4, 2023

10 min read