Latest

Feb
28

Razor's Edge: Elastic Thoughts

5 min read
Feb
27

Razor's Edge: ESTC THOUGHTS

Feb
27

Razor's Edge: Mclovin Bear Raid

5 min read
Feb
18

Razor's Edge: Market Commentary TTD/APP/CHIIIINA/SOUN

Well last week was pretty pretty good. So, time for the recap... TTD Not much to say at this point
5 min read
Feb
11

Razor's Edge: Digital Ad Earnings Superbowl

17 min read
Feb
04

Razor's Edge: Structural AI Longs

3 min read
Jan
31

Razor's Edge: Deep Drama

3 min read
Jan
27

Razor's Edge: DeepSunk

3 min read
Jan
24

Razor's Edge: Market Commentary

3 min read
Jan
13

Razor's Edge: Old SoundHound

4 min read