Irrational Analysis
Subscribe
Sign in
Home
Deep-Dives
Moat Tours
Trends
History Pieces
Earnings Roundups
Mini-Analysis
Archive
About
Mini-Analysis
Latest
Top
Discussions
Musashi Seimitsu ($7220.T) Supercap Note
UNLIMITED POWER
May 28
•
Irrational Analysis
88
8
6
[Market Memo] $INTC $QCOM $WOLF $ON $NVTS $ASML $TER $AXTI $BE $LITE $COHR $TSEM $AIXA.AS $268A.T
Still concerned about stupidity war and macro.
Apr 30
•
Irrational Analysis
237
22
10
Power Semis Part 2: SiC vs GaN, Wolfspeed 10KV
Which is better?
Apr 25
•
Irrational Analysis
125
5
6
Power Semis, 800V DC, and GaN Mini-Note
Legit differentiation in a crowded and dogshit market.
Apr 21
•
Irrational Analysis
201
33
20
Passing [Liquified] Gas
A vacation to the energy markets.
Mar 24
•
Irrational Analysis
80
18
5
Citrini 3/12/2026 Optics Basket Comments
Mostly correct.
Mar 12
•
Irrational Analysis
212
24
4
[Marvell 3/5/2026 Earnings] Hilarious Short Squeeze
Matt Murphy Redemption Arc?
Mar 6
•
Irrational Analysis
60
5
1
AAOI Probably Worth Chasing
Technical extrapolation of earnings call transcript.
Mar 1
•
Irrational Analysis
114
10
7
ISSCC 2026 Irrational Recap
Incredible Nvidia and Celestial/Marvell Presentations
Feb 19
•
Irrational Analysis
146
16
11
[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
103
14
8
[Market Memo] January is finally over.
Crazy volatility.
Jan 31
•
Irrational Analysis
91
13
4
Practical Datacom Lasers
Lumentum shorts shall be burnt to a crisp.
Jan 24
•
Irrational Analysis
120
32
11
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
