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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
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Irrational Analysis
73
9
Semianalysis InferenceMAX Launch: Surprising Data
A somewhat irrational take.
Oct 10
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Irrational Analysis
57
16
SMH Favorite Names++ Coverage: Q3 2025 Edition
Nvidia, TSMC, Broadcom, Qualcomm, Micron, Cadence, Intel, Synopsys, Teradyne, SKyworks, Qorvo
Sep 28
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Irrational Analysis
65
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NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy
Custom AI silicon landscape re-shaped. Massive winners and losers.
May 22
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Irrational Analysis
63
10
Intel Q1 FY25 Earnings: Napalm Kitchen Sink
Lip-Bu Tan: Napalm breathing based dragon.
Apr 25
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Irrational Analysis
38
9
Logic Foundry Slash and Burn
Have faith in Lip-Bu Tan's flamethrower.
Apr 22
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Irrational Analysis
31
9
A Background-Proof Guide on Co-Packaged Optics
The future of high-speed datacenter communications.
Apr 12
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Irrational Analysis
63
6
A Falling Knife has no Handle
It's going to get much worse.
Apr 5
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Irrational Analysis
38
8
Optical Illusions: $FN $CIEN $SITM $LITE $TSEM $GFS $COHR $CSCO Ayar Labs
Finding an Optical Oasis in Shitco Sahara
Feb 16
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Irrational Analysis
47
6
Emergency DeepSeek Note
Stupidity, panic, and margin calls.
Jan 28
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Irrational Analysis
64
24
Intel 4Q2024 Preview: The Piranha's Smell Blood
Opinions on the next two years of client/laptop/PC market share.
Jan 15
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Irrational Analysis
49
10
Long MRDIMM, Short NAND Flash
Bonus: Samsung DS-Memory epic fail coverage.
Jan 5
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Irrational Analysis
30
15
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