Mar
17
Razor's Edge: Doximity Short
3 min read
akram
Mar
13
Razor's Edge: The Pac-Man Pod Market
I really enjoyed this article on the Squid Game Stock Market which got me thinking about something everyone in the
8 min read
Mar
10
Razor's Edge: Oracle Short Hedge
14 min read
Mar
07
Razor's Edge: Mongo'd COSS
11 min read
Feb
28
Razor's Edge: Elastic Thoughts
5 min read
Feb
27
Razor's Edge: ESTC THOUGHTS
Feb
27
Razor's Edge: Mclovin Bear Raid
5 min read
Feb
18
Razor's Edge: Market Commentary TTD/APP/CHIIIINA/SOUN
Well last week was pretty pretty good. So, time for the recap...
TTD
Not much to say at this point
5 min read
Feb
11
Razor's Edge: Digital Ad Earnings Superbowl
17 min read
Feb
04
Razor's Edge: Structural AI Longs
3 min read