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Citrini 3/12/2026 Optics Basket Comments
Mostly correct.
Mar 12
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[Marvell 3/5/2026 Earnings] Hilarious Short Squeeze
Matt Murphy Redemption Arc?
Mar 6
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AAOI Probably Worth Chasing
Technical extrapolation of earnings call transcript.
Mar 1
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ISSCC 2026 Irrational Recap
Incredible Nvidia and Celestial/Marvell Presentations
Feb 19
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[Market Memo] Tower+GloFo Earnings, HBM4 Qualification Noise
Maybe none of the DRAM players know how to use high-speed probe setups.
Feb 12
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[Market Memo] January is finally over.
Crazy volatility.
Jan 31
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13
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Practical Datacom Lasers
Lumentum shorts shall be burnt to a crisp.
Jan 24
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Memory Madness
Crazy start to 2026.
Jan 16
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15
7
[Fab]ulous Failures
Incoming epic shortage in leading-edge logic.
Jan 4
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12
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Truly Irrational: Nvidia/Groq Deal
What the actual fuck?
Dec 24, 2025
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SerDes Wars: Maybe MediaTek TPU Can Be Salvaged by... Semtech
CTLE is Key
Dec 15, 2025
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Marvell Maybe Buy Celestial Rumor Note
Finally circulated widely. Can write about it.
Dec 2, 2025
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