akram

May

30

Razor's Edge: Semis Ate My SaaS

May 30, 2024

3 min read

May

24

Razor's Edge: It Ain't So SaaSy And Nvda/Dell/Deck

May 24, 2024

5 min read

May

20

Razor's Edge: Market Commentary Baba/Doximity/Earnings

May 20, 2024

4 min read

May

13

Razor's Edge: Baba Pre-Earnings Thoughts/GME

May 13, 2024

3 min read

May

03

Razor's Edge: SPT UPDATE

May 3, 2024

May

02

Razor's Edge: Pins/Qcom/Spt/Payc/Baba

May 2, 2024

4 min read

Apr

30

Razor's Edge: Big Tech/Pins/Qcom

Apr 30, 2024

6 min read

Apr

15

Razor's Edge: Quick Market Commentary

Apr 15, 2024

1 min read

Apr

09

Razor's Edge: Crypto Gambling Movement, SEMIS 2 SaaS, SSS models, Google Choppin Wood

Apr 9, 2024

3 min read

Apr

02

Razor's Edge: Market Commentary RH/Rates/SaaS Blues

Apr 2, 2024

4 min read