akram

akram

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
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