Aug

02

Razor's Edge: PAYC

Aug 2, 2023

3 min read

Jul

31

Razor's Edge: Baba/Position Updates

Jul 31, 2023

13 min read

Jul

26

Razor's Edge: Vicor Notes

Jul 26, 2023

5 min read

Jul

25

Razor's Edge: Vicor Guest Posts

Jul 25, 2023

12 min read

Jul

13

Razor's Edge: The Psychology of The Covid Market

Jul 13, 2023

5 min read

Jul

05

Razor's Edge: Twill/SPT/Sprinklr

Jul 5, 2023

4 min read

Jun

28

Vicor: The Harsh Financial Reality

Jun 28, 2023

2 min read

Jun

27

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

Jun 27, 2023

58 min read

Jun

22

Razor's Edge: Some Spt Notes

Jun 22, 2023

8 min read

Jun

18

Razor's Edge: Some AI Notes

Jun 18, 2023

6 min read