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Qualcomm is out of time.
Insufficient diversification progress, impending April 2027 EPS cliff.
Sep 18
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Irrational Analysis
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Hot Chips 2025: Irrational Recap
Spicy conference.
Sep 13
61
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A Background-Proof Guide on Co-Packaged Optics
The future of high-speed datacenter communications.
Apr 12
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Irrational Analysis
64
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Optical Illusions: $FN $CIEN $SITM $LITE $TSEM $GFS $COHR $CSCO Ayar Labs
Finding an Optical Oasis in Shitco Sahara
Feb 16
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Irrational Analysis
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A Background-Proof Guide on Process Development Kits
A practical approach.
Jan 24
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Irrational Analysis
53
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2025 Irrational Ideas
Intentionally dangerous investment ideas.
Dec 27, 2024
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67
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A Background-Proof Guide on Communication Systems
Optics, 5G, Wi-Fi, Ethernet, PCIe... all the same.
Dec 2, 2024
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Irrational Analysis
73
11
5
Extrapolating ASML and TSMC Earnings
State of the semiconductor industry, October 2024
Oct 20, 2024
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Irrational Analysis
38
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5
Cerebras ($CBRS.O) Equity Research Report
Nvidia Killer or AI Headfake?
Oct 14, 2024
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Irrational Analysis
24
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Hot Chips 2024: Irrational Recap
Remember this conference. Bubble gets bigger.
Sep 2, 2024
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A Background-Proof Guide on AI
An approachable, intuition-driven mental model.
Aug 17, 2024
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[V]ery [L]ong [I]ncoherent [W]riteup
Historical context on Groq.
Feb 24, 2024
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Irrational Analysis
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