Mini-Analysis

Intel 4Q2024 Preview: The Piranha's Smell Blood

Opinions on the next two years of client/laptop/PC market share.

Jan 15 •

Irrational Analysis

Datacenter GPU H1 2025 Outlook

Market sentiment and possible impacts to Nvidia and AMD.

Jan 12 •

Irrational Analysis

CES 2025: The Death of Intel Products

The x86 and "Wintel" moats are gone.

Jan 9 •

Irrational Analysis

Long MRDIMM, Short NAND Flash

Bonus: Samsung DS-Memory epic fail coverage.

Jan 5 •

Irrational Analysis

Tenstorrent and the State of AI Hardware Startups

Semi-custom silicon is a bigger problem than Nvidia.

Dec 15, 2024 •

Irrational Analysis

Brief Intel 18A Yield Note

What the rumors really mean.

Dec 8, 2024 •

Irrational Analysis

Gelsinger's Last Supper

Semiconductor Jesus has been crucified by ignorant board members and shareholders.

Dec 6, 2024 •

Irrational Analysis

Qualcomm Investor Day; ARM Trial Preview; Cerebras Hoax Benchmarks

Tactical Idea: ARM Swing Trade

Nov 23, 2024 •

Irrational Analysis

Primer: Switching Regulators and VRMs

Why Monolithic Power stock has plummeted.

Nov 15, 2024 •

Irrational Analysis

ARM's Chernobyl Moment

Incredibly self-destructive cancelation of Qualcomm's v8 ALA.

Oct 23, 2024 •

Irrational Analysis

AMD Advancing AI 2024 and Astera Labs PCIe Switch Over-hype

AI expectations drive diverging stock prices.

Oct 11, 2024 •

Irrational Analysis

Cerebras S-1 Initial Analysis

Hilarious related party revenue ratio. The Lucid Motors of semiconductor?

Oct 1, 2024 •

Irrational Analysis

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