Historical

[Market Memo] A tale of two heroes.

Be aware of the situation.

Aug 1 • Irrational Analysis

HBM: High-Bandwidth Mistake

Updated views on DRAM.

May 31 • Irrational Analysis

OFC 2026 Irrational Recap

Glorious conference.

Mar 27 • Irrational Analysis

[unfinished draft] It's the dataflow, stupid.

Groq is bigger than Mellanox.

Feb 27 • Irrational Analysis

ISSCC 2026 Irrational Recap

Incredible Nvidia and Celestial/Marvell Presentations

Feb 19 • Irrational Analysis

Truly Irrational: Nvidia/Groq Deal

What the actual fuck?

Dec 24, 2025 • Irrational Analysis

OCP Global Summit 2025: Irrational Recap

$TSEM $LITE $SNDK $BE $002281.SZ $AVGO $CIEN $300308.SZ $300502.SZ $MRVL $FN $COHR $AMD $TEL $KEYS $NVDA $ANET $CRDO $PSTG $ALAB

Oct 24, 2025 • Irrational Analysis

Qualcomm is out of time.

Insufficient diversification progress, impending April 2027 EPS cliff.

Sep 18, 2025 • Irrational Analysis

Hot Chips 2025: Irrational Recap

Spicy conference.

Sep 13, 2025

Hot Chips 2024: Irrational Recap

Remember this conference. Bubble gets bigger.

Sep 2, 2024 • Irrational Analysis

[GB200 NVL72] The Mainframe of Doom

ARM's incredible opportunity, at Intel's expense...

Mar 30, 2024 • Irrational Analysis

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

Historical context on Groq.

Feb 24, 2024 • Irrational Analysis

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