akram

akram

Aug
17

Razor's Edge: SPT/VICR

1 min read
Aug
02

Razor's Edge: PAYC

3 min read
Jul
31

Razor's Edge: Baba/Position Updates

13 min read
Jul
26

Razor's Edge: Vicor Notes

5 min read
Jul
25
Razor's Edge: Vicor Guest Posts

Razor's Edge: Vicor Guest Posts

12 min read
Jul
13
Razor's Edge: The Psychology of The Covid Market

Razor's Edge: The Psychology of The Covid Market

5 min read
Jul
05
Razor's Edge: Twill/SPT/Sprinklr

Razor's Edge: Twill/SPT/Sprinklr

4 min read
Jun
28
Vicor: The Harsh Financial Reality

Vicor: The Harsh Financial Reality

2 min read
Jun
27
Vicor Short Thesis: AI CHIP MANIA ACCELERATES VICOR’S COMPETITIVE DEMISE & PROVIDES AN ASYMMETRIC SHORT OPPORTUNITY

Vicor Short Thesis: AI CHIP MANIA ACCELERATES VICOR’S COMPETITIVE DEMISE & PROVIDES AN ASYMMETRIC SHORT OPPORTUNITY

“Sorry to interrupt the festivities, Dave, but I think we’ve got a problem.”- HAL 9000 I am short
58 min read
Jun
22

Razor's Edge: Some Spt Notes

8 min read