akram

akram

Oct
19

Razor's Edge: Market Commentary Nflx/TSM/Tesla

3 min read
Oct
10

Razor's Edge: The GPT/GLP Market

5 min read
Oct
02

Razor's Edge: Meta Ai, Google vs Msft, Vicor

5 min read
Sep
28

Razor's Edge: Some Quick Sprout Thoughts

2 min read
Sep
21

Razor's Edge: Klaviyo KleptoPO, SaaS Value Doldrums, NFT Autopsy

Klaviyo IPO: A SaaS Short Highlight Reel It's been a while since we had a SaaS IPO and
5 min read
Sep
12

Razor's Edge: Nvda/Qcom/Commentary

1 min read
Sep
07

Razor's Edge: Value SaaS Rotation

2 min read
Sep
05

Razor's Edge: Nvidia Truthers

4 min read
Sep
01

Razor's Edge: Quick Commentary

2 min read
Aug
24

Razor's Edge: Nvidia 2023 VS. Cisco 2000...Know Your Bear Case

3 min read