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
Lip-Bu Tan: Napalm breathing based dragon.| Irrational Analysis
The future of high-speed datacenter communications.| Irrational Analysis
Interesting highlights from a packed news week.| Irrational Analysis
Transceiver exposed companies and Arista in deep shit.| Irrational Analysis
Beware the week leading up to the Ides of March...| irrationalanalysis.substack.com
Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**. Click to read Irrational Analysis, a Substack publication with thousands of subscribers.| irrationalanalysis.substack.com
Hilarious related party revenue ratio. The Lucid Motors of semiconductor?| irrationalanalysis.substack.com
