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Coherent Lite Transceivers + AMD CPU Opportunity
Expanding on FundaAI's Excellent Work
19 hrs ago
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Irrational Analysis
104
12
3
What's going on with Marvell?
I don't know to be honest.
Jun 3
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Irrational Analysis
149
28
3
May 2026
HBM: High-Bandwidth Mistake
Updated views on DRAM.
May 31
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Irrational Analysis
216
25
11
Musashi Seimitsu ($7220.T) Supercap Note
UNLIMITED POWER
May 28
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91
9
6
High Voltage, Low Competence
SiC vs GaN , HVDC, and the future of datacenter power.
May 17
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Irrational Analysis
263
26
15
5/8/26 Earnings Roundup: $ON $FN $LITE $NVTS $AMD $ARM $COHR $SITM $AAOI $CRWV $GFS
Violent and entertaining charts.
May 8
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Irrational Analysis
198
21
12
Cerebras $CBRS Equity Research Report -- 2026 Edition
The "clown car that stumbled upon a gold mine" of the AI era.
May 4
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Irrational Analysis
127
19
4
April 2026
[Market Memo] $INTC $QCOM $WOLF $ON $NVTS $ASML $TER $AXTI $BE $LITE $COHR $TSEM $AIXA.AS $268A.T
Still concerned about stupidity war and macro.
Apr 30
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Irrational Analysis
238
22
10
Power Semis Part 2: SiC vs GaN, Wolfspeed 10KV
Which is better?
Apr 25
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127
5
6
Intel is still cheap on price/book value.
Of all the vertical charts, this one is still worth chasing.
Apr 24
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140
24
7
Power Semis, 800V DC, and GaN Mini-Note
Legit differentiation in a crowded and dogshit market.
Apr 21
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204
33
20
Long Memory, Short [Android] Smartphone
This feels obvious?
Apr 16
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Irrational Analysis
130
20
7
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