Latest

May
24

Razor's Edge: It Ain't So SaaSy And Nvda/Dell/Deck

5 min read
May
20

Razor's Edge: Market Commentary Baba/Doximity/Earnings

4 min read
May
13

Razor's Edge: Baba Pre-Earnings Thoughts/GME

3 min read
May
03

Razor's Edge: SPT UPDATE

May
02

Razor's Edge: Pins/Qcom/Spt/Payc/Baba

4 min read
Apr
30

Razor's Edge: Big Tech/Pins/Qcom

6 min read
Apr
15

Razor's Edge: Quick Market Commentary

1 min read
Apr
09

Razor's Edge: Crypto Gambling Movement, SEMIS 2 SaaS, SSS models, Google Choppin Wood

3 min read
Apr
02

Razor's Edge: Market Commentary RH/Rates/SaaS Blues

4 min read
Mar
26

Razor's Edge: Trading Sardines Take Over

2 min read