Earnings Roundup

[Marvell 3/5/2026 Earnings] Hilarious Short Squeeze

Matt Murphy Redemption Arc?

Mar 6 • Irrational Analysis

AAOI Probably Worth Chasing

Technical extrapolation of earnings call transcript.

Mar 1 • Irrational Analysis

[Market Memo] Tower+GloFo Earnings, HBM4 Qualification Noise

Maybe none of the DRAM players know how to use high-speed probe setups.

Feb 12 • Irrational Analysis

[2/26 Earnings Roundup] $LITE $COHR $SITM $QCOM $ARM

Feb 6 • Irrational Analysis

Intel's Agentic Dumpster-Fire

A truly shit earnings print and conference call.

Jan 23 • Irrational Analysis

Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH

HBM4 Base Die Cope --> Obvious Bullshit

Sep 26, 2025 • Irrational Analysis

Synopsys is probably a buy.

Context on the over-reaction from SaaS tourists.

Sep 13, 2025 • Irrational Analysis

Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys

Oracle and Synopsys earnings unhinged note.

Sep 10, 2025 • Irrational Analysis

Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp

Excessive extrapolation of two earnings call transcripts.

Aug 22, 2025 • Irrational Analysis

Intel threatens to commit suicide in official SEC filing.

Jul 25, 2025 • Irrational Analysis

Marvell Losers Folding, ARM Shareholders Baghodling

Where there is smoke, there is [dumpster] fire.

May 8, 2025 • Irrational Analysis

[1QCY25] $INTC $AMD $QCOM $ARM $FN $COHR $SITM $QRVO $SWKS $ONTO

Reading in-between the lines.

Feb 7, 2025 • Irrational Analysis

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