Irrational Analysis

Semianalysis InferenceMAX Launch: Surprising Data

A somewhat irrational take.

Oct 10 • 

Irrational Analysis

49

13

Partial Mea Culpa: Sandisk and Marvell

Updates on a few wrong calls.

Oct 1 • 

Irrational Analysis

51

6

September 2025

SMH Favorite Names++ Coverage: Q3 2025 Edition

Nvidia, TSMC, Broadcom, Qualcomm, Micron, Cadence, Intel, Synopsys, Teradyne, SKyworks, Qorvo

Sep 28 • 

Irrational Analysis

63

12

Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH

HBM4 Base Die Cope --> Obvious Bullshit

Sep 26 • 

Irrational Analysis

53

10

Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal

Irrational Analysis is heavily invested in the semiconductor industry.

Sep 19 • 

Irrational Analysis

55

15

Qualcomm is out of time.

Insufficient diversification progress, impending April 2027 EPS cliff.

Sep 18 • 

Irrational Analysis

70

6

Synopsys is probably a buy.

Context on the over-reaction from SaaS tourists.

Sep 13 • 

Irrational Analysis

65

11

Hot Chips 2025: Irrational Recap

Spicy conference.

Sep 13

60

7

Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys

Oracle and Synopsys earnings unhinged note.

Sep 10 • 

Irrational Analysis

35

4

August 2025

Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp

Excessive extrapolation of two earnings call transcripts.

Aug 22 • 

Irrational Analysis

57

12

August 1st 2025 Portfolio Update

Money does not buy happiness.

Aug 1 • 

Irrational Analysis

57

14

July 2025

Seppuku Inside

Intel threatens to commit suicide in official SEC filing.

Jul 25 • 

Irrational Analysis

49

24