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Citrini 3/12/2026 Optics Basket Comments
Mostly correct.
Mar 12
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[Marvell 3/5/2026 Earnings] Hilarious Short Squeeze
Matt Murphy Redemption Arc?
Mar 6
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March [Morgan Stanley TMT] Madness
Summary of conversations with many contacts.
Mar 5
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AAOI Probably Worth Chasing
Technical extrapolation of earnings call transcript.
Mar 1
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February 2026
[unfinished draft] It's the dataflow, stupid.
Groq is bigger than Mellanox.
Feb 27
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ISSCC 2026 Irrational Recap
Incredible Nvidia and Celestial/Marvell Presentations
Feb 19
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[Market Memo] Tower+GloFo Earnings, HBM4 Qualification Noise
Maybe none of the DRAM players know how to use high-speed probe setups.
Feb 12
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[2/26 Earnings Roundup] $LITE $COHR $SITM $QCOM $ARM
C H A O S
Feb 6
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January 2026
[Market Memo] January is finally over.
Crazy volatility.
Jan 31
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Practical Datacom Lasers
Lumentum shorts shall be burnt to a crisp.
Jan 24
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Intel's Agentic Dumpster-Fire
A truly shit earnings print and conference call.
Jan 23
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Memory Madness
Crazy start to 2026.
Jan 16
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