Irrational Analysis
Subscribe
Sign in
Home
Deep-Dives
Moat Tours
Trends
History Pieces
Earnings Roundups
Mini-Analysis
Archive
About
Mini-Analysis
Latest
Top
Discussions
Marvell Managment is Bluffing Bank of America Securities
"Made up nonsense?" Fuck you.
Jun 15
•
Irrational Analysis
34
Share this post
Irrational Analysis
Marvell Managment is Bluffing Bank of America Securities
Copy link
Facebook
Email
Notes
More
13
Navitas: Dangerous and Obscure Specialty Switching Regulator Company
Maybe the press release is legit...
May 24
•
Irrational Analysis
21
Share this post
Irrational Analysis
Navitas: Dangerous and Obscure Specialty Switching Regulator Company
Copy link
Facebook
Email
Notes
More
2
NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy
Custom AI silicon landscape re-shaped. Massive winners and losers.
May 22
•
Irrational Analysis
52
Share this post
Irrational Analysis
NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy
Copy link
Facebook
Email
Notes
More
8
SMH Favorite Names Coverage: Q2 2025 Edition
Nvidia, TSMC, Broadcom, Qualcomm, Applied Materials, AMD, KLA, Micron, Cadence, Intel, Synopsys, Marvell, Monolithic Power
May 17
•
Irrational Analysis
41
Share this post
Irrational Analysis
SMH Favorite Names Coverage: Q2 2025 Edition
Copy link
Facebook
Email
Notes
More
7
Onto Innovation Implosion
Interesting long/short opportunity in semicap.
May 11
•
Irrational Analysis
30
Share this post
Irrational Analysis
Onto Innovation Implosion
Copy link
Facebook
Email
Notes
More
Marvell Losers Folding, ARM Shareholders Baghodling
Where there is smoke, there is [dumpster] fire.
May 8
•
Irrational Analysis
39
Share this post
Irrational Analysis
Marvell Losers Folding, ARM Shareholders Baghodling
Copy link
Facebook
Email
Notes
More
11
Qualcomm Q2 FY25: Apple Modem Timeline Accelerated
Every engineer should read their companies quarterly earnings call transcripts.
May 2
•
Irrational Analysis
39
Share this post
Irrational Analysis
Qualcomm Q2 FY25: Apple Modem Timeline Accelerated
Copy link
Facebook
Email
Notes
More
20
Intel Q1 FY25 Earnings: Napalm Kitchen Sink
Lip-Bu Tan: Napalm breathing based dragon.
Apr 25
•
Irrational Analysis
36
Share this post
Irrational Analysis
Intel Q1 FY25 Earnings: Napalm Kitchen Sink
Copy link
Facebook
Email
Notes
More
9
Logic Foundry Slash and Burn
Have faith in Lip-Bu Tan's flamethrower.
Apr 22
•
Irrational Analysis
30
Share this post
Irrational Analysis
Logic Foundry Slash and Burn
Copy link
Facebook
Email
Notes
More
9
DreamBig Semi: Crazy Super-NIC and Chiplet Hub
Maximum. Chiplets.
Apr 18
•
Irrational Analysis
12
Share this post
Irrational Analysis
DreamBig Semi: Crazy Super-NIC and Chiplet Hub
Copy link
Facebook
Email
Notes
More
1
A Falling Knife has no Handle
It's going to get much worse.
Apr 5
•
Irrational Analysis
37
Share this post
Irrational Analysis
A Falling Knife has no Handle
Copy link
Facebook
Email
Notes
More
8
[3/22/25 Market Memo] Tales from GTC Week
Interesting highlights from a packed news week.
Mar 22
•
Irrational Analysis
32
Share this post
Irrational Analysis
[3/22/25 Market Memo] Tales from GTC Week
Copy link
Facebook
Email
Notes
More
15
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts