Episodes

[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast

irrational-analysis · Sep 21, 2026 · —

[Market Memo] Calm Before the IPO Storm

irrational-analysis · Sep 20, 2026 · —

[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory

irrational-analysis · Sep 14, 2026 · —

Hot Chips 2026: Irrational Recap

irrational-analysis · Sep 6, 2026 · —

Cerebras Supernova 2026: Irrational Recap

irrational-analysis · Aug 19, 2026 · —

Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers

irrational-analysis · Aug 18, 2026 · —

Coherent Q4 FY26 Earnings

irrational-analysis · Aug 14, 2026 · —

Lumentum Q4 FY26 Earnings

irrational-analysis · Aug 12, 2026 · —

CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad

irrational-analysis · Aug 9, 2026 · —

[Market Memo] Orange Man Attempted Chinese Transceiver Ban

irrational-analysis · Aug 5, 2026 · —

[Market Memo] A tale of two heroes.

irrational-analysis · Aug 1, 2026 · —

Preview of a new war between Apple and Qualcomm

irrational-analysis · Jul 30, 2026 · —

Stranded Indium-Phosphide

irrational-analysis · Jul 25, 2026 · —

Practical Semiconductor Optical Amplifiers (SOA)

irrational-analysis · Jul 19, 2026 · —

July NPO/CPO Update: Stupidity Singularity

irrational-analysis · Jul 12, 2026 · —

The King Bleeds, Long Live The King

irrational-analysis · Jul 11, 2026 · —

irrational-analysis · Jul 2, 2026 · —

Q2 2026 Consolidated Holdings and Performance

irrational-analysis · Jul 1, 2026 · —

irrational-analysis · Jun 24, 2026 · —

Coherent Lite Transceivers + AMD CPU Opportunity

irrational-analysis · Jun 13, 2026 · —

What's going on with Marvell?

irrational-analysis · Jun 3, 2026 · —

HBM: High-Bandwidth Mistake

irrational-analysis · May 31, 2026 · —

Musashi Seimitsu ($7220.T) Supercap Note

irrational-analysis · May 28, 2026 · —

High Voltage, Low Competence

irrational-analysis · May 17, 2026 · —

5/8/26 Earnings Roundup: $ON $FN $LITE $NVTS $AMD $ARM $COHR $SITM $AAOI $CRWV $GFS

irrational-analysis · May 8, 2026 · —

Cerebras $CBRS Equity Research Report -- 2026 Edition

irrational-analysis · May 4, 2026 · —

[Market Memo] $INTC $QCOM $WOLF $ON $NVTS $ASML $TER $AXTI $BE $LITE $COHR $TSEM $AIXA.AS $268A.T

irrational-analysis · Apr 30, 2026 · —

Power Semis Part 2: SiC vs GaN, Wolfspeed 10KV

irrational-analysis · Apr 25, 2026 · —

Intel is still cheap on price/book value.

irrational-analysis · Apr 24, 2026 · —

Power Semis, 800V DC, and GaN Mini-Note

irrational-analysis · Apr 21, 2026 · —

Long Memory, Short [Android] Smartphone

irrational-analysis · Apr 16, 2026 · —

It's just money. It's made up.

irrational-analysis · Apr 5, 2026 · —

Q1 2026 Consolidated Holdings and Performance

irrational-analysis · Apr 1, 2026 · —

OFC 2026 Irrational Recap

irrational-analysis · Mar 27, 2026 · —

Passing [Liquified] Gas

irrational-analysis · Mar 24, 2026 · —

Citrini 3/12/2026 Optics Basket Comments

irrational-analysis · Mar 12, 2026 · —

[Marvell 3/5/2026 Earnings] Hilarious Short Squeeze

irrational-analysis · Mar 6, 2026 · —

March [Morgan Stanley TMT] Madness

irrational-analysis · Mar 5, 2026 · —