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Irrational Analysis
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Irrational Analysis
@insane_analyst
Engineering-Driven Investment Analysis
- Uh... Why is the AMD Helios rack full of Nvidia tranceivers?
- AMD removed all of the Nvidia 800G tranceivers from Helios rack. Next time, use LITE or COHR tranceivers lol.
- That feeling when your performance review is tomorrow but you dont need to care. 👌
- The more I hear about Nvidia Grace performance the more bullish I get for Intel NVLink Fusion x86 CPU. Jensen seems to have realized the ARM V2 cores are compete garbage. Stopgap solution (and hedge) needed before Vera custom cores.
- Qualcomm should buy out Marvell to concentrate failure within semis.
- I have criticized AMD many times but never Dr. Lisa Su. She is legit a galaxy brain. Tried to read her PhD papers but understood nothing. Smart, effective, competent. Su Bae 😍AI trade is up this morning on AMD's financial day outlook and AI market remarks, and now the skeptics are going after Lisa Su's credibility. She is among the top five, most effective, no-nonsense, and grounded CEOs of the past decade. Stay classy folks.
- True semiconductor nerds will understand this reference.
- Synopsys is probably a buy. open.substack.com/pub/irrational…
- Pat "semiconductor Jesus" Gelsinger died for our sins. Let the momentum pump continue. 😇
