Irrational Analysis
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HBM: High-Bandwidth Mistake
Updated views on DRAM.
May 31
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25
10
High Voltage, Low Competence
SiC vs GaN , HVDC, and the future of datacenter power.
May 17
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252
25
15
OFC 2026 Irrational Recap
Glorious conference.
Mar 27
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242
19
25
March [Morgan Stanley TMT] Madness
Summary of conversations with many contacts.
Mar 5
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127
26
9
[unfinished draft] It's the dataflow, stupid.
Groq is bigger than Mellanox.
Feb 27
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163
11
14
Memory Madness
Crazy start to 2026.
Jan 16
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104
15
7
2025 End-of-Year Portfolio Update
283% outperformance of $SMH
Jan 1
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118
23
4
2026 Irrational Ideas
Obscure and Dangerous Only!
Dec 21, 2025
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271
21
15
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
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90
9
9
Semianalysis InferenceMAX Launch: Surprising Data
A somewhat irrational take.
Oct 10, 2025
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61
14
5
SMH Favorite Names++ Coverage: Q3 2025 Edition
Nvidia, TSMC, Broadcom, Qualcomm, Micron, Cadence, Intel, Synopsys, Teradyne, SKyworks, Qorvo
Sep 28, 2025
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69
12
2
NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy
Custom AI silicon landscape re-shaped. Massive winners and losers.
May 22, 2025
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68
11
9
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