Irrational Analysis

Celestial AI // Marvell Deep Dive

Fascinating situation.

17 hrs ago • 

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Marvell Maybe Buy Celestial Rumor Note

Finally circulated widely. Can write about it.

Dec 2 • 

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November 2025

Thanksgiving Thoughts: TPU VS NVDA, AVGO, MediaTek, Intel Foundry

Irrational Analysis is heavily invested in the semiconductor industry.

Nov 28 • 

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Practical Optical Communication Systems

An intuitive approach.

Nov 7 • 

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October 2025

Qualcomm Q4 2025 Earnings Preview

Bullshit announcement wont save them.

Oct 28 • 

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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

Oct 24 • 

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Semianalysis InferenceMAX Launch: Surprising Data

A somewhat irrational take.

Oct 10 • 

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Partial Mea Culpa: Sandisk and Marvell

Updates on a few wrong calls.

Oct 1 • 

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September 2025

SMH Favorite Names++ Coverage: Q3 2025 Edition

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

Sep 28 • 

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Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH

HBM4 Base Die Cope --> Obvious Bullshit

Sep 26 • 

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

Irrational Analysis is heavily invested in the semiconductor industry.

Sep 19 • 

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Qualcomm is out of time.

Insufficient diversification progress, impending April 2027 EPS cliff.

Sep 18 • 

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