Trend

OFC 2026 Irrational Recap

Glorious conference.

Mar 27 • Irrational Analysis

March [Morgan Stanley TMT] Madness

Summary of conversations with many contacts.

Mar 5 • Irrational Analysis

[unfinished draft] It's the dataflow, stupid.

Groq is bigger than Mellanox.

Feb 27 • Irrational Analysis

Crazy start to 2026.

Jan 16 • Irrational Analysis

2025 End-of-Year Portfolio Update

283% outperformance of $SMH

Jan 1 • Irrational Analysis

2026 Irrational Ideas

Obscure and Dangerous Only!

Dec 21, 2025 • Irrational Analysis

OCP Global Summit 2025: Irrational Recap

$TSEM $LITE $SNDK $BE $002281.SZ $AVGO $CIEN $300308.SZ $300502.SZ $MRVL $FN $COHR $AMD $TEL $KEYS $NVDA $ANET $CRDO $PSTG $ALAB

Oct 24, 2025 • Irrational Analysis

Semianalysis InferenceMAX Launch: Surprising Data

A somewhat irrational take.

Oct 10, 2025 • Irrational Analysis

SMH Favorite Names++ Coverage: Q3 2025 Edition

Nvidia, TSMC, Broadcom, Qualcomm, Micron, Cadence, Intel, Synopsys, Teradyne, SKyworks, Qorvo

Sep 28, 2025 • Irrational Analysis

NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy

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

May 22, 2025 • Irrational Analysis

Intel Q1 FY25 Earnings: Napalm Kitchen Sink

Lip-Bu Tan: Napalm breathing based dragon.

Apr 25, 2025 • Irrational Analysis

Logic Foundry Slash and Burn

Have faith in Lip-Bu Tan's flamethrower.

Apr 22, 2025 • Irrational Analysis

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