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Irrational Analysis

Irrational Analysis

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[Fab]ulous Failures
Incoming epic shortage in leading-edge logic.
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2025 End-of-Year Portfolio Update
283% outperformance of $SMH
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Truly Irrational: Nvidia/Groq Deal
What the actual fuck?
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Tenstorrent and the State of AI Hardware Startups
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2026 Irrational Ideas
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Truly Irrational: Nvidia/Groq Deal
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OCP Global Summit 2025: Irrational Recap
 • Irrational Analysis
Qualcomm is out of time.
 • Irrational Analysis
Thanksgiving Thoughts: TPU VS NVDA, AVGO, MediaTek, Intel Foundry
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2026 Irrational Ideas
Obscure and Dangerous Only!
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SerDes Wars: Maybe MediaTek TPU Can Be Salvaged by... Semtech
CTLE is Key
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Celestial AI // Marvell Deep Dive
Fascinating situation.
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Marvell Maybe Buy Celestial Rumor Note
Finally circulated widely. Can write about it.
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Thanksgiving Thoughts: TPU VS NVDA, AVGO, MediaTek, Intel Foundry
Irrational Analysis is heavily invested in the semiconductor industry.
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Practical Optical Communication Systems
An intuitive approach.
 • Irrational Analysis
Qualcomm Q4 2025 Earnings Preview
Bullshit announcement wont save them.
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OCP Global Summit 2025: Irrational Recap
$TSEM $LITE $SNDK $BE $002281.SZ $AVGO $CIEN $300308.SZ $300502.SZ $MRVL $FN $COHR $AMD $TEL $KEYS $NVDA $ANET $CRDO $PSTG $ALAB
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Semianalysis InferenceMAX Launch: Surprising Data
A somewhat irrational take.
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Irrational Analysis
Irrational Analysis
Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
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