Jun
14
Razor's Edge: Spt, QCOM, Quick updates
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Jun
07
Razor's Edge: Know Your Tape
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May
30
Razor's Edge: Another AI Post..Qcom fomo..
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May
26
Razor's Edge: Nvidia Note
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May
23
Razor's Edge: Twlo/Zm
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May
19
Razor's Edge: AI Investing And My Drunk Nvidia Friends...
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May
16
Razor's Edge: Position Updates
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May
10
Razor's Edge: Twilio Thoughts..
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May
05
Razor's Edge: AI L/S Investing and Coinbase
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May
04
Razor's Edge: Leaked Google "We Have No Moat"
10 min read