Irrational Analysis

2026 Irrational Ideas

Obscure and Dangerous Only!

Dec 21 • Irrational Analysis

123

13

10

SerDes Wars: Maybe MediaTek TPU Can Be Salvaged by... Semtech

CTLE is Key

Dec 15 • Irrational Analysis

36

2

2

Celestial AI // Marvell Deep Dive

Fascinating situation.

Dec 7 • Irrational Analysis

75

6

5

Marvell Maybe Buy Celestial Rumor Note

Finally circulated widely. Can write about it.

Dec 2 • Irrational Analysis

33

2

November 2025

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

Irrational Analysis is heavily invested in the semiconductor industry.

Nov 28 • Irrational Analysis

90

10

4

Practical Optical Communication Systems

An intuitive approach.

Nov 7 • Irrational Analysis

78

4

8

October 2025

Qualcomm Q4 2025 Earnings Preview

Bullshit announcement wont save them.

Oct 28 • Irrational Analysis

39

10

3

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 • Irrational Analysis

83

10

8

Semianalysis InferenceMAX Launch: Surprising Data

A somewhat irrational take.

Oct 10 • Irrational Analysis

58

16

4

Partial Mea Culpa: Sandisk and Marvell

Updates on a few wrong calls.

Oct 1 • Irrational Analysis

55

8

7

September 2025

SMH Favorite Names++ Coverage: Q3 2025 Edition

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

Sep 28 • Irrational Analysis

67

18

2

Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH

HBM4 Base Die Cope --> Obvious Bullshit

Sep 26 • Irrational Analysis

55

11

3