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 Maybe Buy Celestial Rumor Note
Finally circulated widely. Can write about it.
Dec 2
•
Irrational Analysis
32
2
Thanksgiving Thoughts: TPU VS NVDA, AVGO, MediaTek, Intel Foundry
Irrational Analysis is heavily invested in the semiconductor industry.
Nov 28
•
Irrational Analysis
89
9
4
Practical Optical Communication Systems
An intuitive approach.
Nov 7
•
Irrational Analysis
77
4
8
Qualcomm Q4 2025 Earnings Preview
Bullshit announcement wont save them.
Oct 28
•
Irrational Analysis
39
10
3
Semianalysis InferenceMAX Launch: Surprising Data
A somewhat irrational take.
Oct 10
•
Irrational Analysis
57
16
4
Partial Mea Culpa: Sandisk and Marvell
Updates on a few wrong calls.
Oct 1
•
Irrational Analysis
55
8
7
SMH Favorite Names++ Coverage: Q3 2025 Edition
Nvidia, TSMC, Broadcom, Qualcomm, Micron, Cadence, Intel, Synopsys, Teradyne, SKyworks, Qorvo
Sep 28
•
Irrational Analysis
67
18
2
Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH
HBM4 Base Die Cope --> Obvious Bullshit
Sep 26
•
Irrational Analysis
55
11
3
Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal
Irrational Analysis is heavily invested in the semiconductor industry.
Sep 19
•
Irrational Analysis
57
15
6
Synopsys is probably a buy.
Context on the over-reaction from SaaS tourists.
Sep 13
•
Irrational Analysis
68
13
2
Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys
Oracle and Synopsys earnings unhinged note.
Sep 10
•
Irrational Analysis
37
4
6
Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp
Excessive extrapolation of two earnings call transcripts.
Aug 22
•
Irrational Analysis
59
13
8
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
