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

Jun

14

Razor's Edge: Spt, QCOM, Quick updates

Jun 14, 2023

3 min read

Jun

07

Razor's Edge: Know Your Tape

Jun 7, 2023

4 min read

May

30

Razor's Edge: Another AI Post..Qcom fomo..

May 30, 2023

5 min read

May

26

Razor's Edge: Nvidia Note

May 26, 2023

6 min read

May

23

Razor's Edge: Twlo/Zm

May 23, 2023

4 min read