Irrational Analysis

Irrational Analysis

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Truly Irrational: Nvidia/Groq Deal
What the actual fuck?
 • Irrational Analysis
2026 Irrational Ideas
Obscure and Dangerous Only!
 • Irrational Analysis
SerDes Wars: Maybe MediaTek TPU Can Be Salvaged by... Semtech
CTLE is Key
 • Irrational Analysis
Celestial AI // Marvell Deep Dive
Fascinating situation.
 • Irrational Analysis
Marvell Maybe Buy Celestial Rumor Note
Finally circulated widely. Can write about it.
 • Irrational Analysis
Thanksgiving Thoughts: TPU VS NVDA, AVGO, MediaTek, Intel Foundry
Irrational Analysis is heavily invested in the semiconductor industry.
 • Irrational Analysis
Practical Optical Communication Systems
An intuitive approach.
 • Irrational Analysis
Qualcomm Q4 2025 Earnings Preview
Bullshit announcement wont save them.
 • Irrational Analysis
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
 • Irrational Analysis
Irrational Analysis
Irrational Analysis
Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
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