Mini-Analysis

Marvell and Intel Catch-Up Note

Two dumpster fires shine bright.

Jul 6 •

Irrational Analysis

Marvell Managment is Bluffing Bank of America Securities

"Made up nonsense?" Fuck you.

Jun 15 •

Irrational Analysis

Navitas: Dangerous and Obscure Specialty Switching Regulator Company

Maybe the press release is legit...

May 24 •

Irrational Analysis

NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy

Custom AI silicon landscape re-shaped. Massive winners and losers.

May 22 •

Irrational Analysis

SMH Favorite Names Coverage: Q2 2025 Edition

Nvidia, TSMC, Broadcom, Qualcomm, Applied Materials, AMD, KLA, Micron, Cadence, Intel, Synopsys, Marvell, Monolithic Power

May 17 •

Irrational Analysis

Onto Innovation Implosion

Interesting long/short opportunity in semicap.

May 11 •

Irrational Analysis

Marvell Losers Folding, ARM Shareholders Baghodling

Where there is smoke, there is [dumpster] fire.

May 8 •

Irrational Analysis

Qualcomm Q2 FY25: Apple Modem Timeline Accelerated

Every engineer should read their companies quarterly earnings call transcripts.

May 2 •

Irrational Analysis

Intel Q1 FY25 Earnings: Napalm Kitchen Sink

Lip-Bu Tan: Napalm breathing based dragon.

Apr 25 •

Irrational Analysis

Logic Foundry Slash and Burn

Have faith in Lip-Bu Tan's flamethrower.

Apr 22 •

Irrational Analysis

DreamBig Semi: Crazy Super-NIC and Chiplet Hub

Maximum. Chiplets.

Apr 18 •

Irrational Analysis

A Falling Knife has no Handle

It's going to get much worse.

Apr 5 •

Irrational Analysis

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