akram

May

05

Wolfspeed: The Cheapest Real-Asset Trade in AI Datacenter

Wolfspeed pitch i put together for prem subs. I think its still very compelling as not much has changed in

May 5, 2026

25 min read

Apr

30

Razor's Edge: Meta & Hyperscale AI Narratives/MXL

Apr 30, 2026

5 min read

Apr

24

Razor's Edge: Ai & "Relational" Scarcity

Apr 24, 2026

3 min read

Apr

24

MaxLinear (mxl): AI Capex Component Treasure Hunt Nugget

Apr 24, 2026

9 min read

Apr

20

Razor's Edge: Agents Equal 100X SaaS uPSIDE & TWLO Pushback

Apr 20, 2026

5 min read

Apr

13

Razor's Edge: Twilio Is A Terminal Ai loser...

Apr 13, 2026

6 min read

Mar

30

Razor's Edge: Human Work Isn't a Super Intelligence Problem

Mar 30, 2026

7 min read

Mar

24

Razor's Edge: Fuck it.. Datacenter Go Brrrr

You know AI investing has gotten hard when all anyone really can talk about in terms of winners is capex

Mar 24, 2026

7 min read

Mar

13

Razor's Edge: Hire A Kid Groundhog's Day

The AI market definitely gives you groundhog's day vibes w Great Winfield "Money Game" overlap. AI

Mar 13, 2026

2 min read

Mar

10

Razor's Edge: Atlassian

Mar 10, 2026

2 min read