Mar
10
Razor's Edge: Atlassian
2 min read
Latest
Mar
10
Razor's Edge: Optics not Software Are The Real Shitcos..
I am increasingly convinced markets right now are dominated by a new generation card counting traders chasing kpi's
6 min read
Mar
09
Razor's Edge: AAOI Short..
3 min read
Mar
02
Razor's Edge: AAOI Long to Short ..
I directed Claude 4.6 opus in writing a long-to-short report on AAOI as an exercise. I am very impressed
29 min read
Mar
02
Razor's Edge: AAOI THOUGHTS
4 min read
Feb
25
Razor's Edge: Axon Is The Best Short in The Market...
SNOWFLAKE MULTIPLE FOR EVERBRIDGE PART DEUX
For those that remember my everbridge work i simply couldn't resist with
3 min read
Feb
24
Razor's Edge: The AI Doom Loop..
5 min read
Feb
22
Razor's Edge: More Aimageddon..
4 min read
Feb
18
Razor's Edge: AI vs. Everything Else
6 min read
Feb
12
Razor's Edge: Mclovin Short Thesis..
I got the sense that I broke a few Mclovin compounder bros hearts by shorting and not really flushing things
4 min read