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Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH
HBM4 Base Die Cope --> Obvious Bullshit
Sep 26
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Synopsys is probably a buy.
Context on the over-reaction from SaaS tourists.
Sep 13
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12
Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys
Oracle and Synopsys earnings unhinged note.
Sep 10
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4
Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp
Excessive extrapolation of two earnings call transcripts.
Aug 22
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13
Seppuku Inside
Intel threatens to commit suicide in official SEC filing.
Jul 25
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24
Marvell Losers Folding, ARM Shareholders Baghodling
Where there is smoke, there is [dumpster] fire.
May 8
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12
[1QCY25] $INTC $AMD $QCOM $ARM $FN $COHR $SITM $QRVO $SWKS $ONTO
Reading in-between the lines.
Feb 7
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15
[4QCY24] Marvell, Broadcom, Micron
Two AI winners and a hilarious loser.
Dec 20, 2024
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2
Keysight FQ4 2024
Excellent print. Low-risk, Medium-reward, High-conviction
Nov 20, 2024
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2
[3Q2024] ARM, Qualcomm, Astera Labs, Fabrinet, Wolfspeed, Supermicro
Irrational Analysis is heavily invested in the semiconductor industry.
Nov 9, 2024
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3
[3Q2024] Qorvo, Onto, AMD, Intel
Gelsinger the hero hands out candy.
Nov 1, 2024
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Extrapolating ASML and TSMC Earnings
State of the semiconductor industry, October 2024
Oct 20, 2024
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12
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