Irrational Analysis

Irrational Analysis

Home
Deep-Dives
Moat Tours
Trends
History Pieces
Earnings Roundups
Mini-Analysis
Archive
About

May 2025

Navitas: Dangerous and Obscure Specialty Switching Regulator Company
Maybe the press release is legit...
 • 
Irrational Analysis
2
NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy
Custom AI silicon landscape re-shaped. Massive winners and losers.
 • 
Irrational Analysis
8
SMH Favorite Names Coverage: Q2 2025 Edition
Nvidia, TSMC, Broadcom, Qualcomm, Applied Materials, AMD, KLA, Micron, Cadence, Intel, Synopsys, Marvell, Monolithic Power
 • 
Irrational Analysis
7
Onto Innovation Implosion
Interesting long/short opportunity in semicap.
 • 
Irrational Analysis
Marvell Losers Folding, ARM Shareholders Baghodling
Where there is smoke, there is [dumpster] fire.
 • 
Irrational Analysis
11
Qualcomm Q2 FY25: Apple Modem Timeline Accelerated
Every engineer should read their companies quarterly earnings call transcripts.
 • 
Irrational Analysis
20

April 2025

Intel Q1 FY25 Earnings: Napalm Kitchen Sink
Lip-Bu Tan: Napalm breathing based dragon.
 • 
Irrational Analysis
9
Logic Foundry Slash and Burn
Have faith in Lip-Bu Tan's flamethrower.
 • 
Irrational Analysis
9
DreamBig Semi: Crazy Super-NIC and Chiplet Hub
Maximum. Chiplets.
 • 
Irrational Analysis
1
A Background-Proof Guide on Co-Packaged Optics
The future of high-speed datacenter communications.
 • 
Irrational Analysis
6
A Falling Knife has no Handle
It's going to get much worse.
 • 
Irrational Analysis
8
© 2025 Substack Inc
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture