Irrational Analysis

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Earnings Roundup

[4QCY24] Marvell, Broadcom, Micron
Two AI winners and a hilarious loser.
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Irrational Analysis
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Keysight FQ4 2024
Excellent print. Low-risk, Medium-reward, High-conviction
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[3Q2024] ARM, Qualcomm, Astera Labs, Fabrinet, Wolfspeed, Supermicro
Irrational Analysis is heavily invested in the semiconductor industry.
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[3Q2024] Qorvo, Onto, AMD, Intel
Gelsinger the hero hands out candy.
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Extrapolating ASML and TSMC Earnings
State of the semiconductor industry, October 2024
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Micron Q4 FY2024 Earnings, Intel Meme Buyout Offers
Memory market provides market insights. ARM joins Qualcomm in trolling Intel publicly.
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[2Q2024] $AVGO $NVDA $MRVL + $INTC Chaos Update
Resignations! Emergency Board Meetings! Canceled Fabs!
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[2Q24] $LSCC $AMD $ARM $QCOM $MBLY $INTC
Violence! Volatility! Chaos!
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Dell Clown Fiesta
Also HBM/Micron + Marvell Opinions
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19
[Q1 CY24] Micron's HBM Party
Savior of Arrakis or false profit?
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[Q1 CY2024] Marvell and Broadcom
A tale of two custom AI silicon vendors...
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Irrational Analysis
[Q1 CY24] ARM Short Squeeze, Fabrinet Sus
$ARM, $FN, $QCOM, $NYCB
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