Irrational Analysis

Irrational Analysis

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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
71
9
Qualcomm is out of time.
Insufficient diversification progress, impending April 2027 EPS cliff.
Sep 18 • 
Irrational Analysis
71
6
Hot Chips 2025: Irrational Recap
Spicy conference.
Sep 13
61
7
Hot Chips 2024: Irrational Recap
Remember this conference. Bubble gets bigger.
Sep 2, 2024 • 
Irrational Analysis
48
6
[GB200 NVL72] The Mainframe of Doom
ARM's incredible opportunity, at Intel's expense...
Mar 30, 2024 • 
Irrational Analysis
21
12
[V]ery [L]ong [I]ncoherent [W]riteup
Historical context on Groq.
Feb 24, 2024 • 
Irrational Analysis
27
11
Intel's Terrifying Future
A tale of two IDMs...
Jan 27, 2024 • 
Irrational Analysis
3
5
Instruction Sets For Investors
x86 vs ARM (ISA) vs RISC-V
Oct 7, 2023 • 
Irrational Analysis
16
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