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[Market Memo] Orange Man Attempted Chinese Transceiver Ban
A not-so-gentle prod to the hypsercalers.
Aug 5
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Irrational Analysis
122
5
3
[Market Memo] A tale of two heroes.
Be aware of the situation.
Aug 1
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Irrational Analysis
225
18
19
The King Bleeds, Long Live The King
Unsolicited advice for all AI ASIC startups.
Jul 11
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Irrational Analysis
234
19
15
Coherent Lite Transceivers + AMD CPU Opportunity
Expanding on FundaAI's Excellent Work
Jun 13
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Irrational Analysis
177
21
7
HBM: High-Bandwidth Mistake
Updated views on DRAM.
May 31
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Irrational Analysis
241
26
12
High Voltage, Low Competence
SiC vs GaN , HVDC, and the future of datacenter power.
May 17
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276
30
15
OFC 2026 Irrational Recap
Glorious conference.
Mar 27
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Irrational Analysis
243
19
25
March [Morgan Stanley TMT] Madness
Summary of conversations with many contacts.
Mar 5
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Irrational Analysis
129
26
9
[unfinished draft] It's the dataflow, stupid.
Groq is bigger than Mellanox.
Feb 27
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164
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
•
Irrational Analysis
118
23
4
2026 Irrational Ideas
Obscure and Dangerous Only!
Dec 21, 2025
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Irrational Analysis
278
21
15
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