Partial Mea Culpa: Sandisk and Marvell
Updates on a few wrong calls.| Irrational Analysis
Nvidia, TSMC, Broadcom, Qualcomm, Micron, Cadence, Intel, Synopsys, Teradyne, SKyworks, Qorvo| Irrational Analysis
HBM4 Base Die Cope --> Obvious Bullshit| irrationalanalysis.substack.com
Irrational Analysis is heavily invested in the semiconductor industry.| Irrational Analysis
Insufficient diversification progress, impending April 2027 EPS cliff.| irrationalanalysis.substack.com
Spicy conference.| irrationalanalysis.substack.com
Oracle and Synopsys earnings unhinged note.| irrationalanalysis.substack.com
Excessive extrapolation of two earnings call transcripts.| Irrational Analysis
Aehr Test Systems: Incredibly Stupid Semicap Play| Irrational Analysis
"Made up nonsense?" Fuck you.| Irrational Analysis
Maybe the press release is legit...| Irrational Analysis
Custom AI silicon landscape re-shaped. Massive winners and losers.| Irrational Analysis
Nvidia, TSMC, Broadcom, Qualcomm, Applied Materials, AMD, KLA, Micron, Cadence, Intel, Synopsys, Marvell, Monolithic Power| Irrational Analysis
Where there is smoke, there is [dumpster] fire.| Irrational Analysis
Every engineer should read their companies quarterly earnings call transcripts.| Irrational Analysis
Beware the week leading up to the Ides of March...| irrationalanalysis.substack.com
Hilarious related party revenue ratio. The Lucid Motors of semiconductor?| irrationalanalysis.substack.com
