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Practical Optical Communication Systems
An intuitive approach.
Nov 7
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5
Qualcomm Q4 2025 Earnings Preview
Bullshit announcement wont save them.
Oct 28
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37
8
3
Semianalysis InferenceMAX Launch: Surprising Data
A somewhat irrational take.
Oct 10
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57
16
4
Partial Mea Culpa: Sandisk and Marvell
Updates on a few wrong calls.
Oct 1
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54
8
7
SMH Favorite Names++ Coverage: Q3 2025 Edition
Nvidia, TSMC, Broadcom, Qualcomm, Micron, Cadence, Intel, Synopsys, Teradyne, SKyworks, Qorvo
Sep 28
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18
2
Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH
HBM4 Base Die Cope --> Obvious Bullshit
Sep 26
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55
10
3
Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal
Irrational Analysis is heavily invested in the semiconductor industry.
Sep 19
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15
6
Synopsys is probably a buy.
Context on the over-reaction from SaaS tourists.
Sep 13
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13
2
Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys
Oracle and Synopsys earnings unhinged note.
Sep 10
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6
Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp
Excessive extrapolation of two earnings call transcripts.
Aug 22
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13
8
Seppuku Inside
Intel threatens to commit suicide in official SEC filing.
Jul 25
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24
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Aehr and Micron Catch-Up Note
Aehr Test Systems: Incredibly Stupid Semicap Play
Jul 19
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38
8
2
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