Akram's Razor
Contributor since: 2010
Latest Articles
Veeva: An Asymmetric Short
After The Fall: What Does Nvidia Do From Here?
Chipwrecked: Inside The Nvidia Crash
Nvidia's Inference Problem And Alarming Sell Side AI IQ
AMD/Nvidia: GPU Winter Is Here
Nvidia: A Datacenter AI Bear Thesis
Nvidia: Automotive AI Narrative Concerns Becoming A Serious Issue
TUL Corp. Revenue Data Offers First Clear Read On AMD Q2 GPU Biz
Gigabyte June Revenue Confirms Nvidia GPU Inventory Thesis
Wayfair Should Pull An AOL/Timer Warner And Acquire Bed Bath & Beyond
BBBY: A Blood Bath & Beyond Event Trade
Nvidia Appears To Have A GPU Inventory Problem
Asian AIB Read-Through Into GPU Mining Picture
Nvidia: Mining For Answers
Ambarella: An Event Trade
Vicor: AI's 'Pure Play' Datacenter Acceleration Power Arms Dealer
AMD: Crypto Concerns, GPU Sizing, Vega Strategy, And Much Needed Noise Filtering
Get The Razor's Edge And Sharpen Your Investing Approach
Attn Cramer: Nvidia - The Ultimate Short Thesis
Nvidia: A Cryptoticking Time Bomb
Papa John's: Time To Order A Takeout
Chegg: Bubbles And Slipping Through The IPO Cracks
NQ Mobile: A Neutral Observer's Take
Commvault: Red Flags Galore
Commvault: Putting The Sell-Side On Notice
Divergent Disaster: Epic Sell Signal Has Arrived
F5 Networks: Multiple Contraction Storm Coming
Tableau: The DV Market Just Got More Crowded
Tableau: A Perfect Short With A Catalyst To Boot
Financial Engines: Growth Mission Impossible
Tweet Tweet: #IPO#Valuation#Sina
Is Tibco Dan Loeb's Next Pet Project?