Trend

NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy

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

May 22 •

Irrational Analysis

Intel Q1 FY25 Earnings: Napalm Kitchen Sink

Lip-Bu Tan: Napalm breathing based dragon.

Apr 25 •

Irrational Analysis

Logic Foundry Slash and Burn

Have faith in Lip-Bu Tan's flamethrower.

Apr 22 •

Irrational Analysis

A Background-Proof Guide on Co-Packaged Optics

The future of high-speed datacenter communications.

Apr 12 •

Irrational Analysis

A Falling Knife has no Handle

It's going to get much worse.

Apr 5 •

Irrational Analysis

Optical Illusions: $FN $CIEN $SITM $LITE $TSEM $GFS $COHR $CSCO Ayar Labs

Finding an Optical Oasis in Shitco Sahara

Feb 16 •

Irrational Analysis

Emergency DeepSeek Note

Stupidity, panic, and margin calls.

Jan 28 •

Irrational Analysis

Intel 4Q2024 Preview: The Piranha's Smell Blood

Opinions on the next two years of client/laptop/PC market share.

Jan 15 •

Irrational Analysis

Long MRDIMM, Short NAND Flash

Bonus: Samsung DS-Memory epic fail coverage.

Jan 5 •

Irrational Analysis

2024 Year-End Portfolio and Performance Update

Mistakes are learning opportunities.

Dec 31, 2024 •

Irrational Analysis

Tenstorrent and the State of AI Hardware Startups

Semi-custom silicon is a bigger problem than Nvidia.

Dec 15, 2024 •

Irrational Analysis

A Background-Proof Guide on Communication Systems

Optics, 5G, Wi-Fi, Ethernet, PCIe... all the same.

Dec 2, 2024 •

Irrational Analysis

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