akram

akram

May
31

Razor's Edge: ESTC VS MONGO

2 min read
May
31

Razor's Edge: Dell Thoughts

2 min read
May
30

Razor's Edge: Semis Ate My SaaS

3 min read
May
24

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

5 min read
May
20

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

4 min read
May
13

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

3 min read
May
03

Razor's Edge: SPT UPDATE

May
02

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

4 min read
Apr
30

Razor's Edge: Big Tech/Pins/Qcom

6 min read
Apr
15

Razor's Edge: Quick Market Commentary

1 min read