Irrational Analysis

Irrational Analysis

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Marvell Managment is Bluffing Bank of America Securities
"Made up nonsense?" Fuck you.
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Irrational Analysis
13
Navitas: Dangerous and Obscure Specialty Switching Regulator Company
Maybe the press release is legit...
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2
NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy
Custom AI silicon landscape re-shaped. Massive winners and losers.
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8
SMH Favorite Names Coverage: Q2 2025 Edition
Nvidia, TSMC, Broadcom, Qualcomm, Applied Materials, AMD, KLA, Micron, Cadence, Intel, Synopsys, Marvell, Monolithic Power
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7
Onto Innovation Implosion
Interesting long/short opportunity in semicap.
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Irrational Analysis
Marvell Losers Folding, ARM Shareholders Baghodling
Where there is smoke, there is [dumpster] fire.
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Irrational Analysis
11
Qualcomm Q2 FY25: Apple Modem Timeline Accelerated
Every engineer should read their companies quarterly earnings call transcripts.
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Irrational Analysis
20
Intel Q1 FY25 Earnings: Napalm Kitchen Sink
Lip-Bu Tan: Napalm breathing based dragon.
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Irrational Analysis
9
Logic Foundry Slash and Burn
Have faith in Lip-Bu Tan's flamethrower.
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Irrational Analysis
9
DreamBig Semi: Crazy Super-NIC and Chiplet Hub
Maximum. Chiplets.
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1
A Falling Knife has no Handle
It's going to get much worse.
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8
[3/22/25 Market Memo] Tales from GTC Week
Interesting highlights from a packed news week.
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Irrational Analysis
15
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