Sitemap - 2024 - Irrational Analysis
2024 Year-End Portfolio and Performance Update
[4QCY24] Marvell, Broadcom, Micron
Tenstorrent and the State of AI Hardware Startups
A Background-Proof Guide on Communication Systems
Qualcomm Investor Day; ARM Trial Preview; Cerebras Hoax Benchmarks
Primer: Switching Regulators and VRMs
[3Q2024] ARM, Qualcomm, Astera Labs, Fabrinet, Wolfspeed, Supermicro
Recommended Books and Resources
[3Q2024] Qorvo, Onto, AMD, Intel
Extrapolating ASML and TSMC Earnings
Cerebras ($CBRS.O) Equity Research Report
AMD Advancing AI 2024 and Astera Labs PCIe Switch Over-hype
Micron Q4 FY2024 Earnings, Intel Meme Buyout Offers
Qualcomm should not buy any subset of Intel.
How Much is Ampere Computing Worth?
Gelsinger's Heroic Amputations
September 2024 Portfolio Update
[2Q2024] $AVGO $NVDA $MRVL + $INTC Chaos Update
Hot Chips 2024: Irrational Recap
Harlan Sur's (JPM) Massive $AVGO Scoop
A Background-Proof Guide on AI
[2Q24] $LSCC $AMD $ARM $QCOM $MBLY $INTC
[1/3] Dell XPS (TributoQC) 13 Review
MaxLinear Implosion, Apple Modem
Electromigration, HTOL, $AEHR, $VICR, and $INTC
Astera Labs: Impending Revenue Implosion in Plain Sight
Is NAND Flash a hidden AI play?
[$MU Q3 FY24] Memory is Still a Commodity
NASDAQ:ARM is Comically Undervalued
Ampere Computing is probably dead.
Elite X Hype, Mediocre Financial Impact
Everything is (not) fine at Intel
[GB200 NVL72] The Mainframe of Doom
Broadcom 2024 AI Infrastructure Day
GTC 2024 Keynote Irrational Recap
The Astera Labs Extinction Event
[Q1 CY2024] Marvell and Broadcom
[V]ery [L]ong [I]ncoherent [W]riteup
[Q1 CY24] ARM Short Squeeze, Fabrinet Sus