Mini-Analysis

Passing [Liquified] Gas

A vacation to the energy markets.

Mar 24 • Irrational Analysis

Citrini 3/12/2026 Optics Basket Comments

Mostly correct.

Mar 12 • Irrational Analysis

[Marvell 3/5/2026 Earnings] Hilarious Short Squeeze

Matt Murphy Redemption Arc?

Mar 6 • Irrational Analysis

AAOI Probably Worth Chasing

Technical extrapolation of earnings call transcript.

Mar 1 • Irrational Analysis

ISSCC 2026 Irrational Recap

Incredible Nvidia and Celestial/Marvell Presentations

Feb 19 • Irrational Analysis

[Market Memo] Tower+GloFo Earnings, HBM4 Qualification Noise

Maybe none of the DRAM players know how to use high-speed probe setups.

Feb 12 • Irrational Analysis

[Market Memo] January is finally over.

Crazy volatility.

Jan 31 • Irrational Analysis

Practical Datacom Lasers

Lumentum shorts shall be burnt to a crisp.

Jan 24 • Irrational Analysis

Crazy start to 2026.

Jan 16 • Irrational Analysis

[Fab]ulous Failures

Incoming epic shortage in leading-edge logic.

Jan 4 • Irrational Analysis

Truly Irrational: Nvidia/Groq Deal

What the actual fuck?

Dec 24, 2025 • Irrational Analysis

SerDes Wars: Maybe MediaTek TPU Can Be Salvaged by... Semtech

Dec 15, 2025 • Irrational Analysis

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts