Deep-Dive

2025 Irrational Ideas

Intentionally dangerous investment ideas.

Dec 27, 2024 •

Irrational Analysis

A Background-Proof Guide on Communication Systems

Optics, 5G, Wi-Fi, Ethernet, PCIe... all the same.

Dec 2, 2024 •

Irrational Analysis

Extrapolating ASML and TSMC Earnings

State of the semiconductor industry, October 2024

Oct 20, 2024 •

Irrational Analysis

Cerebras ($CBRS.O) Equity Research Report

Nvidia Killer or AI Headfake?

Oct 14, 2024 •

Irrational Analysis

Hot Chips 2024: Irrational Recap

Remember this conference. Bubble gets bigger.

Sep 2, 2024 •

Irrational Analysis

A Background-Proof Guide on AI

An approachable, intuition-driven mental model.

Aug 17, 2024 •

Irrational Analysis

[V]ery [L]ong [I]ncoherent [W]riteup

Historical context on Groq.

Feb 24, 2024 •

Irrational Analysis

The Curious Case of NASDAQ:ARM's Low Float

Obviously overvalued... but by how much?

Dec 20, 2023 •

Irrational Analysis

Instruction Sets For Investors

x86 vs ARM (ISA) vs RISC-V

Oct 7, 2023 •

Irrational Analysis

A Guide on Semiconductor Development

How It's Made: Fancy Sand

Sep 2, 2023 •

Irrational Analysis

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