Razor's Edge: Nutanix Quickie
Razor's Edge: Mu, Ark's Albatross, Position Updates
Razor's Edge: Tech Stocks for the Long Run....
Razor's Edge: Macro/Positioning
Razor's Edge: Remembering The Peer Pressure Market
Razor's Edge: Narratives Are Fickle
Razor's Edge: Coinbase; An All Weather Crpyto Short?
Razor's Edge: Zoom/Saas Horizons
Razor's Edge: Jnpr, Spt, Nvda,Dis, Crypto
Razor's Edge: Zoomtopia Notes