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Marvell Managment is Bluffing Bank of America Securities
"Made up nonsense?" Fuck you.
Jun 15
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Irrational Analysis
28
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Marvell Managment is Bluffing Bank of America Securities
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11
May 2025
Navitas: Dangerous and Obscure Specialty Switching Regulator Company
Maybe the press release is legit...
May 24
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Irrational Analysis
21
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Navitas: Dangerous and Obscure Specialty Switching Regulator Company
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2
NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy
Custom AI silicon landscape re-shaped. Massive winners and losers.
May 22
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Irrational Analysis
51
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NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy
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8
SMH Favorite Names Coverage: Q2 2025 Edition
Nvidia, TSMC, Broadcom, Qualcomm, Applied Materials, AMD, KLA, Micron, Cadence, Intel, Synopsys, Marvell, Monolithic Power
May 17
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Irrational Analysis
41
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SMH Favorite Names Coverage: Q2 2025 Edition
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7
Onto Innovation Implosion
Interesting long/short opportunity in semicap.
May 11
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Irrational Analysis
29
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Onto Innovation Implosion
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Marvell Losers Folding, ARM Shareholders Baghodling
Where there is smoke, there is [dumpster] fire.
May 8
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Irrational Analysis
38
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Marvell Losers Folding, ARM Shareholders Baghodling
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11
Qualcomm Q2 FY25: Apple Modem Timeline Accelerated
Every engineer should read their companies quarterly earnings call transcripts.
May 2
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Irrational Analysis
39
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Qualcomm Q2 FY25: Apple Modem Timeline Accelerated
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20
April 2025
Intel Q1 FY25 Earnings: Napalm Kitchen Sink
Lip-Bu Tan: Napalm breathing based dragon.
Apr 25
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Irrational Analysis
36
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Intel Q1 FY25 Earnings: Napalm Kitchen Sink
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9
Logic Foundry Slash and Burn
Have faith in Lip-Bu Tan's flamethrower.
Apr 22
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Irrational Analysis
30
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Logic Foundry Slash and Burn
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9
DreamBig Semi: Crazy Super-NIC and Chiplet Hub
Maximum. Chiplets.
Apr 18
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Irrational Analysis
12
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DreamBig Semi: Crazy Super-NIC and Chiplet Hub
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1
A Background-Proof Guide on Co-Packaged Optics
The future of high-speed datacenter communications.
Apr 12
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Irrational Analysis
58
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A Background-Proof Guide on Co-Packaged Optics
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6
A Falling Knife has no Handle
It's going to get much worse.
Apr 5
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Irrational Analysis
37
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A Falling Knife has no Handle
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