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High Voltage, Low Competence
SiC vs GaN , HVDC, and the future of datacenter power.
May 17
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Irrational Analysis
253
25
15
Cerebras $CBRS Equity Research Report -- 2026 Edition
The "clown car that stumbled upon a gold mine" of the AI era.
May 4
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Irrational Analysis
126
19
4
OFC 2026 Irrational Recap
Glorious conference.
Mar 27
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Irrational Analysis
242
19
25
[unfinished draft] It's the dataflow, stupid.
Groq is bigger than Mellanox.
Feb 27
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Irrational Analysis
163
11
14
Practical Datacom Lasers
Lumentum shorts shall be burnt to a crisp.
Jan 24
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Irrational Analysis
120
32
11
Celestial AI // Marvell Deep Dive
Fascinating situation.
Dec 7, 2025
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Irrational Analysis
82
7
5
Qualcomm is out of time.
Insufficient diversification progress, impending April 2027 EPS cliff.
Sep 18, 2025
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Irrational Analysis
78
7
10
Hot Chips 2025: Irrational Recap
Spicy conference.
Sep 13, 2025
65
7
7
A Background-Proof Guide on Co-Packaged Optics
The future of high-speed datacenter communications.
Apr 12, 2025
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Irrational Analysis
69
6
6
Optical Illusions: $FN $CIEN $SITM $LITE $TSEM $GFS $COHR $CSCO Ayar Labs
Finding an Optical Oasis in Shitco Sahara
Feb 16, 2025
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Irrational Analysis
54
6
4
A Background-Proof Guide on Process Development Kits
A practical approach.
Jan 24, 2025
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Irrational Analysis
64
7
6
2025 Irrational Ideas
Intentionally dangerous investment ideas.
Dec 27, 2024
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Irrational Analysis
74
11
6
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