Trend

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

Extrapolating ASML and TSMC Earnings

State of the semiconductor industry, October 2024

Oct 20, 2024 •

Irrational Analysis

Hot Chips 2024: Irrational Recap

Remember this conference. Bubble gets bigger.

Sep 2, 2024 •

Irrational Analysis

A Background-Proof Guide on AI

An approachable, intuition-driven mental model.

Aug 17, 2024 •

Irrational Analysis

[$MU Q3 FY24] Memory is Still a Commodity

This time is not different.

Jul 1, 2024 •

Irrational Analysis

The Refurbished iPhone Apocalypse

+Huawei Revival; +Exynos Resurrection; +Google Tensor; +Zeku Investigation-u; +MediaTek Gainz

Sep 8, 2023 •

Irrational Analysis

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