Get live statistics and analysis of DaRazor 's profile on X / Twitter DaRazor @akramsrazor Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
696 following 21k followers
Archetype analysis The Analyst DaRazor is a hypergrowth and SaaS enthusiast with a sharp eye on digital money and market dynamics, blending deep security analysis with futurist insights. Known for cutting through hype, they deliver thoughtful takes on investment fundamentals and emerging tech trends. Their tweets reveal a relentless curiosity and a knack for spotting undervalued opportunities.
š„ Roast For someone who claims 'if you ain't long, you're wrong,' DaRazor sure spends a suspicious amount of time checking prices at 3 AM ā maybe theyāre just trying to find an edge so sharp even their own followers need a tetanus shot.
ā”ļø Nice achievement DaRazorās biggest win is their ability to consistently call out and debunk market bubbles while highlighting overlooked value plays like $GTLB, influencing a niche but highly engaged audience to rethink traditional SaaS and tech investments.
š Life's purpose To unravel the complexities of the market and emerging technologies by providing clear, insightful analysis that drives smarter investment decisions and fosters a skeptical, informed community around digital assets and future tech.
š¬ Values and Beliefs DaRazor values rigorous fundamental analysis over hype and speculation, holds a healthy skepticism toward centralized finance (CEFI), and believes in the power of low-cost production as a competitive advantage in technology. They trust data-driven insights and are passionate about understanding the real drivers behind market movements.
šŖ Strength Their greatest strength lies in marrying technical expertise with market savvy, allowing them to spot inefficiencies and subtle trends others overlook. Their ability to synthesize complex industry data (like memory chip prices and AI token economics) into actionable insights sets them apart as a top-tier analyst.
š«£ Weakness However, DaRazor's intense focus on granular data and skepticism sometimes makes their communication less accessible to casual followers, potentially limiting broader engagement. Also, with a massive tweet volume over 26k, their audience might struggle to keep up with the frequency and depth.
ā”ļø Growth audience tips To grow their audience on X, DaRazor should carve out concise, regular threads that distill their most impactful insights into digestible formats. Engaging more in Q&A sessions and leveraging visuals or charts could help translate complex analysis into shareable content without losing their signature depth.
š Bonus Fun fact: DaRazor wakes up at 3 AM to check dram/nand spot prices and iteratively adjusts his stock estimates with laser precision ā his dedication borders on ritualistic and obsessive, showcasing his commitment to every data point.
Top tweets of DaRazor$okta $msft
Recent enterprise feedback on Microsoft Entra has been increasingly negative, especially when compared with Okta. Several consistent issues have surfaced in expert calls and CIO commentary:
Why Entra Is Struggling....
-Complexity & User Experience
Entra is bundled into Microsoft 365/E5, but enterprises often complain that itās hard to deploy and configure.
Okta is still perceived as simpler, cleaner, and more identity-focused.
-Support & Focus
As one Customer SVP put it: āMicrosoftās capabilities are very good, on par with Okta, but their go-to-market and post-sales strategy is not identity-focusedā.
Customers often feel theyāre buying identity by accident with Microsoft, and donāt get the same white-glove rollout or customer success that Okta provides.
-Adoption Gap
Even when Entra is purchased (bundled in E5), enterprises frequently donāt fully use it. It sits idle while Okta drives actual SSO, MFA, and CIAM usage.
-Brand Trust
Microsoft has had repeated struggles with security credibility (e.g., Storm-0558 breach, SolarWinds legacy perception).
In identity specifically, CISOs often trust Okta more as the specialist, despite Oktaās own breach history.
Most engaged tweets of DaRazorPeople with Analyst archetype The Analyst The Analyst ćć @ARKIxyz ć¦ć½ć°ććć®äøå½ććę„ę¬ć«ę„ć¦ļ¼å¹“ē®ćåø°åć®ććć«é å¼µć£ć¦ććINTJćæć¤ććå©ę“»äøć
夢ćÆć7ć¤ć®ćć©ć“ć³ćć¼ć«ćéćć¦ćććć®äøēććéčÆåē©ćććŖććŖćć¾ćććć«ććØć
4k following 3k followers
The Analyst Keyword šš ļø @xKeywordx Reviewing smart contracts and making Web3 safer one protocol at a time | SR @NethermindSec
715 following 437 followers
The Analyst Dreamer @0xCooker #ISTJ ęøęÆ, ęøē«äø¤äøčÆÆ.
å„å©, DeFi ę°øēøé.
1k following 1k followers
The Analyst Design with Gosha šŖšŗ @withgosha š® UX/UI with psychology & #nudge ā +45% conversion
ā” Behavioral design insights & ideas daily (no robot, no promises)
šØ In love with Design History
1k following 494 followers
The Analyst EJ Campbell @ejc3 677 following 624 followers
The Analyst Marek Kriz @krizmarek Founder, mini-investor @point_fm | Music, watches, cars, private equity, tech, stocks
696 following 3k followers
The Analyst Kay Dhako @kaydhako I became Elite in many disciplines, while traveling through more than 70 countries and helping others to achieve the same.
93 following 482 followers
The Analyst 大ę“čŖē©ŗ @Oceanic24D č³ä»čæåØå²äøć
儽ę¶ęÆļ¼ęčŖåøä»å¤©ē¬¬äŗ件č”ęåä»·ć
å¤ę³ē¼ēØ CURD ē±å„½č
94 following 179 followers
The Analyst brjdyxter @brjdyxter Solana ops: research š¬ + automation āļø
Alpha drops š | smart-money tracking š³ | narrative radar š | tools & scripts š ļø ā DM for collab š¤ Ā· NFA
513 following 413 followers
The Analyst The Analyst Philipp Blum @Citrullin MILADY IS LOST!
Sign up for a journey. Become part of the story.
Currently: W3C WoT Invited expert & @bindSystems
Previously: crypto, big data
Github: citrullin
1k following 1k followers
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They trust data-driven insights and are passionate about understanding the real drivers behind market movements.","facts":"Fun fact: DaRazor wakes up at 3 AM to check dram/nand spot prices and iteratively adjusts his stock estimates with laser precision ā his dedication borders on ritualistic and obsessive, showcasing his commitment to every data point.","strength":"Their greatest strength lies in marrying technical expertise with market savvy, allowing them to spot inefficiencies and subtle trends others overlook. Their ability to synthesize complex industry data (like memory chip prices and AI token economics) into actionable insights sets them apart as a top-tier analyst.","weakness":"However, DaRazor's intense focus on granular data and skepticism sometimes makes their communication less accessible to casual followers, potentially limiting broader engagement. Also, with a massive tweet volume over 26k, their audience might struggle to keep up with the frequency and depth.","recommendation":"To grow their audience on X, DaRazor should carve out concise, regular threads that distill their most impactful insights into digestible formats. Engaging more in Q&A sessions and leveraging visuals or charts could help translate complex analysis into shareable content without losing their signature depth.","roast":"For someone who claims 'if you ain't long, you're wrong,' DaRazor sure spends a suspicious amount of time checking prices at 3 AM ā maybe theyāre just trying to find an edge so sharp even their own followers need a tetanus shot.","win":"DaRazorās biggest win is their ability to consistently call out and debunk market bubbles while highlighting overlooked value plays like $GTLB, influencing a niche but highly engaged audience to rethink traditional SaaS and tech investments."},"tweets":[{"bookmarked":false,"display_text_range":[0,145],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985849827968917923","view_count":30116,"bookmark_count":47,"created_at":1762298468000,"favorite_count":330,"quote_count":0,"reply_count":16,"retweet_count":10,"user_id_str":"449160092","conversation_id_str":"1985849827968917923","full_text":"Friends we lost along the way...\n\nAthleisure\nFast Casual\n75% of SaaS\nEthereum\nBrandcentral\nCruiselines\nCasinos\nSocial Media\nNFT's\nFin Compounders","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1904571216146428177","view_count":42483,"bookmark_count":57,"created_at":1742920137000,"favorite_count":283,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"449160092","conversation_id_str":"1904571216146428177","full_text":"Hot take:\n\nSo much time spent playing āedge gameā in markets that everyone essentially stopped doing the basic investment work. Now way too many people good at edge game to point itās not edge. And almost nobody wants to start w basic analysis of valuing a business anymore.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[{"indices":[92,97],"text":"sndk"},{"indices":[92,97],"text":"sndk"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988565799817429145","view_count":24460,"bookmark_count":48,"created_at":1762946007000,"favorite_count":176,"quote_count":1,"reply_count":4,"retweet_count":6,"user_id_str":"449160092","conversation_id_str":"1988565799817429145","full_text":"Infinite money bridge daily routine:\n\n1)Wake up 3am check dram/nand spot prices\n2) buy some $sndk pre mkt \n3) read some threads on why memory is all that matters in life\n4) look at my sndk 2026 estimates and realize they too low and take them up 5% from the day before \n5) sell my sndk 30mn before close\n6) go talk about ddr5 and qlc at ai cocktail party spaces\n\nRepeat this 5x a week till people complain about iPhone prices going up cause of a flash crisis","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989708096919179504","quoted_status_permalink":{"url":"https://t.co/ADBeRk9qOx","expanded":"https://twitter.com/GavinSBaker/status/1989708096919179504","display":"x.com/GavinSBaker/stā¦"},"retweeted":false,"fact_check":null,"id":"1989721319966150684","view_count":50509,"bookmark_count":118,"created_at":1763221504000,"favorite_count":125,"quote_count":2,"reply_count":5,"retweet_count":7,"user_id_str":"449160092","conversation_id_str":"1989721319966150684","full_text":"Some proper bangers in here...\n\n\"Cost per token is everything for AI. Google is the low cost producer of LLM tokens (with xAI as #2) but Tesla is the lowest cost producer of tokens that matter for FSD and Robotics. \" \n\n\"AI is the first time in my career that being the low cost producer has mattered as token quantity effectively drives quality in a reasoning world. I think this dynamic is very underappreciated by the market.\"\n\n\"Also so strange to me that anyone is focused on AI as a bubble given the extremely obvious quantum and nuclear bubbles where there are loads of equities that can decline 99% and still be overvalued.\"\n\nI think this last one actually is so elegant because its a reminder that chanos is accounting obsessed and well there is not accounting for him to focus on in nuclear/quantum even though they are the true \"Tech bubbles\".","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,174],"entities":{"hashtags":[],"symbols":[{"indices":[0,5],"text":"GTLB"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1948088956618207426","view_count":12204,"bookmark_count":48,"created_at":1753295575000,"favorite_count":85,"quote_count":0,"reply_count":16,"retweet_count":3,"user_id_str":"449160092","conversation_id_str":"1948088956618207426","full_text":"$GTLB replacing Jira + Confluence + Jenkins needs more market attention. Come up many times in customer calls past month either for those doing or those giving thought to it.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,54],"entities":{"hashtags":[],"symbols":[{"indices":[0,3],"text":"mu"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987904114534338770","view_count":10900,"bookmark_count":3,"created_at":1762788249000,"favorite_count":70,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"449160092","conversation_id_str":"1987904114534338770","full_text":"$mu we had a good run. let's do this again in 5 years.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,100],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/8lvkT2J3c2","expanded_url":"https://x.com/akramsrazor/status/1948122727413338447/photo/1","ext_alt_text":"Sydney Sweeney GIF","id_str":"1948122723105857536","indices":[101,124],"media_key":"16_1948122723105857536","media_url_https":"https://pbs.twimg.com/tweet_video_thumb/GwkfS4mXYAAwpFn.jpg","type":"animated_gif","url":"https://t.co/8lvkT2J3c2","ext_media_availability":{"status":"Available"},"sizes":{"large":{"h":220,"w":220,"resize":"fit"},"medium":{"h":220,"w":220,"resize":"fit"},"small":{"h":220,"w":220,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":220,"width":220,"focus_rects":[]},"video_info":{"aspect_ratio":[1,1],"variants":[{"bitrate":0,"content_type":"video/mp4","url":"https://video.twimg.com/tweet_video/GwkfS4mXYAAwpFn.mp4"}]},"media_results":{"result":{"media_key":"16_1948122723105857536"}}}],"symbols":[{"indices":[8,12],"text":"aeo"}],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/8lvkT2J3c2","expanded_url":"https://x.com/akramsrazor/status/1948122727413338447/photo/1","ext_alt_text":"Sydney Sweeney GIF","id_str":"1948122723105857536","indices":[101,124],"media_key":"16_1948122723105857536","media_url_https":"https://pbs.twimg.com/tweet_video_thumb/GwkfS4mXYAAwpFn.jpg","type":"animated_gif","url":"https://t.co/8lvkT2J3c2","ext_media_availability":{"status":"Available"},"sizes":{"large":{"h":220,"w":220,"resize":"fit"},"medium":{"h":220,"w":220,"resize":"fit"},"small":{"h":220,"w":220,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":220,"width":220,"focus_rects":[]},"video_info":{"aspect_ratio":[1,1],"variants":[{"bitrate":0,"content_type":"video/mp4","url":"https://video.twimg.com/tweet_video/GwkfS4mXYAAwpFn.mp4"}]},"media_results":{"result":{"media_key":"16_1948122723105857536"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1948122727413338447","view_count":9767,"bookmark_count":5,"created_at":1753303627000,"favorite_count":69,"quote_count":0,"reply_count":6,"retweet_count":2,"user_id_str":"449160092","conversation_id_str":"1948122727413338447","full_text":"Trading $aeo on this is maybe the best idea I seen in a while. Count me in. I love the tag line too. https://t.co/8lvkT2J3c2","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,127],"entities":{"hashtags":[],"symbols":[{"indices":[20,25],"text":"meta"},{"indices":[31,36],"text":"pins"},{"indices":[42,47],"text":"goog"},{"indices":[53,58],"text":"roku"},{"indices":[64,68],"text":"app"},{"indices":[74,79],"text":"zeta"},{"indices":[85,90],"text":"mgni"},{"indices":[96,101],"text":"rddt"},{"indices":[107,111],"text":"ttd"},{"indices":[118,123],"text":"docs"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1912578445885726765","view_count":13881,"bookmark_count":20,"created_at":1744829210000,"favorite_count":58,"quote_count":0,"reply_count":27,"retweet_count":6,"user_id_str":"449160092","conversation_id_str":"1912578445885726765","full_text":"Spot the outlier..\n\n$meta -17%\n$pins -17%\n$goog -20%\n$roku -23%\n$app -33%\n$zeta -40%\n$mgni -40%\n$rddt -44%\n$ttd -59%\n\n$docs -2%","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[{"indices":[0,5],"text":"hubs"},{"indices":[261,266],"text":"mndy"},{"indices":[0,5],"text":"hubs"},{"indices":[261,266],"text":"mndy"},{"indices":[312,316],"text":"crm"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986369586468692386","view_count":17423,"bookmark_count":11,"created_at":1762422389000,"favorite_count":55,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"449160092","conversation_id_str":"1986369586468692386","full_text":"$hubs mind boggling to me that they bought back nearly $400ml stock in q and are close to $500ml for year. Figure they averaging at 55x FCF on their buyback in a space where the triggers are now clearly sub 25x. That tells you mgmt doesn't understand the tape. $mndy basically kicked off theirs at near 20x fcf. $crm is in the 14-15x range and doing m&a as well. They shud not be buying back anything over 25x or effectively over $250 a share as it clearly value destructive. Save it for m&a or way lower multiple.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,68],"entities":{"hashtags":[],"symbols":[{"indices":[0,5],"text":"gtlb"}],"timestamps":[],"urls":[{"display_url":"the-razors-edge.ghost.io/razors-edge-loā¦","expanded_url":"https://the-razors-edge.ghost.io/razors-edge-long-gtlb/","url":"https://t.co/puRLVafzpT","indices":[45,68]}],"user_mentions":[]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1932798713707274604","view_count":4605,"bookmark_count":13,"created_at":1749650097000,"favorite_count":51,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"449160092","conversation_id_str":"1932798713707274604","full_text":"$gtlb buy buy buy!!\n\nRazor's Edge: Long Gtlb https://t.co/puRLVafzpT","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,55],"entities":{"hashtags":[],"symbols":[{"indices":[21,26],"text":"estc"},{"indices":[27,32],"text":"okta"},{"indices":[33,37],"text":"mdb"},{"indices":[38,43],"text":"bill"},{"indices":[44,49],"text":"hubs"},{"indices":[50,55],"text":"mndy"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1813226876510327238","view_count":9725,"bookmark_count":18,"created_at":1721141950000,"favorite_count":46,"quote_count":1,"reply_count":6,"retweet_count":2,"user_id_str":"449160092","conversation_id_str":"1813226876510327238","full_text":"jd vance saas plays: $estc $okta $mdb $bill $hubs $mndy","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,71],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/8DFuQUMIBt","expanded_url":"https://x.com/akramsrazor/status/1939659970515206627/photo/1","ext_alt_text":"The Weeknd 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Weeknd 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