Feb

28

Razor's Edge: Elastic Thoughts

Feb 28, 2025

5 min read

Feb

27

Razor's Edge: ESTC THOUGHTS

Feb 27, 2025

Feb

27

Razor's Edge: Mclovin Bear Raid

Feb 27, 2025

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

Feb 18, 2025

5 min read

Feb

11

Razor's Edge: Digital Ad Earnings Superbowl

Feb 11, 2025

17 min read

Feb

04

Razor's Edge: Structural AI Longs

Feb 4, 2025

3 min read

Jan

31

Razor's Edge: Deep Drama

Jan 31, 2025

3 min read

Jan

27

Razor's Edge: DeepSunk

Jan 27, 2025

3 min read

Jan

24

Razor's Edge: Market Commentary

Jan 24, 2025

3 min read

Jan

13

Razor's Edge: Old SoundHound

Jan 13, 2025

4 min read