Historical

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 •

Irrational Analysis

Qualcomm is out of time.

Insufficient diversification progress, impending April 2027 EPS cliff.

Sep 18 •

Irrational Analysis

Hot Chips 2025: Irrational Recap

Spicy conference.

Sep 13

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

Intel's Terrifying Future

A tale of two IDMs...

Jan 27, 2024 •

Irrational Analysis

Instruction Sets For Investors

x86 vs ARM (ISA) vs RISC-V

Oct 7, 2023 •

Irrational Analysis

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