Mini-Analysis

Cerebras Supernova 2026: Irrational Recap

Some useful information. Meaningful progress.

Aug 19 • Irrational Analysis

Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers

'Tis but a scratch.

Aug 18 • Irrational Analysis

Lumentum Q4 FY26 Earnings

Massive alpha in plain sight... poorly explained by management.

Aug 12 • Irrational Analysis

CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad

Mish-mash of topics.

Aug 9 • Irrational Analysis

[Market Memo] Orange Man Attempted Chinese Transceiver Ban

A not-so-gentle prod to the hypsercalers.

Aug 5 • Irrational Analysis

Preview of a new war between Apple and Qualcomm

A very interesting earnings call.

Jul 30 • Irrational Analysis

Stranded Indium-Phosphide

Degenerate stupid idea.

Jul 25 • Irrational Analysis

Practical Semiconductor Optical Amplifiers (SOA)

Interesting niche.

Jul 19 • Irrational Analysis

July NPO/CPO Update: Stupidity Singularity

So many dumb takes. MEESA FIGHT SILLY SILLY BULLSHIT.

Jul 12 • Irrational Analysis

[Market Memo] Hot Summer Topics

Applied Materials, Erock, HBF Updated Views, VCSEL CPO Updated Views, 800V DC Practical Limits

Jul 2 • Irrational Analysis

Q2 2026 Consolidated Holdings and Performance

Chaos June. Clown market. Super healthy. Risk-level: Safe

Jul 1 • Irrational Analysis

Coherent Lite Transceivers + AMD CPU Opportunity

Expanding on FundaAI's Excellent Work

Jun 13 • Irrational Analysis

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