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Hot Chips 2026: Irrational Recap
Spicy chips. No air conditioning.
Sep 6
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228
14
5
August 2026
Cerebras Supernova 2026: Irrational Recap
Some useful information. Meaningful progress.
Aug 19
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102
5
5
Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers
'Tis but a scratch.
Aug 18
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Irrational Analysis
86
4
Coherent Q4 FY26 Earnings
The opposite of Lumentum.
Aug 14
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126
8
3
Lumentum Q4 FY26 Earnings
Massive alpha in plain sight... poorly explained by management.
Aug 12
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173
5
4
CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad
Mish-mash of topics.
Aug 9
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Irrational Analysis
127
10
4
[Market Memo] Orange Man Attempted Chinese Transceiver Ban
A not-so-gentle prod to the hypsercalers.
Aug 5
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126
6
3
[Market Memo] A tale of two heroes.
Be aware of the situation.
Aug 1
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229
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19
July 2026
Preview of a new war between Apple and Qualcomm
A very interesting earnings call.
Jul 30
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83
10
1
Stranded Indium-Phosphide
Degenerate stupid idea.
Jul 25
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85
12
1
Practical Semiconductor Optical Amplifiers (SOA)
Interesting niche.
Jul 19
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80
4
1
July NPO/CPO Update: Stupidity Singularity
So many dumb takes. MEESA FIGHT SILLY SILLY BULLSHIT.
Jul 12
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Irrational Analysis
158
10
5
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