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Articles
38 articles
[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast
Sep 21, 2026
[Market Memo] Calm Before the IPO Storm
Sep 20, 2026
[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory
Sep 14, 2026
Hot Chips 2026: Irrational Recap
Sep 6, 2026
Cerebras Supernova 2026: Irrational Recap
Aug 19, 2026
Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers
Aug 18, 2026
Coherent Q4 FY26 Earnings
Aug 14, 2026
Lumentum Q4 FY26 Earnings
Aug 12, 2026
CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad
Aug 9, 2026
[Market Memo] Orange Man Attempted Chinese Transceiver Ban
Aug 5, 2026
[Market Memo] A tale of two heroes.
Aug 1, 2026
Preview of a new war between Apple and Qualcomm
Jul 30, 2026
Stranded Indium-Phosphide
Jul 25, 2026
Practical Semiconductor Optical Amplifiers (SOA)
Jul 19, 2026
July NPO/CPO Update: Stupidity Singularity
Jul 12, 2026
The King Bleeds, Long Live The King
Jul 11, 2026
[Market Memo] Hot Summer Topics
Jul 2, 2026 · 1,250 words
Q2 2026 Consolidated Holdings and Performance
Jul 1, 2026
Cerebras June 2026 Earnings
Jun 24, 2026 · 1,055 words
Coherent Lite Transceivers + AMD CPU Opportunity
Jun 13, 2026
What's going on with Marvell?
Jun 3, 2026
HBM: High-Bandwidth Mistake
May 31, 2026
Musashi Seimitsu ($7220.T) Supercap Note
May 28, 2026
High Voltage, Low Competence
May 17, 2026
5/8/26 Earnings Roundup: $ON $FN $LITE $NVTS $AMD $ARM $COHR $SITM $AAOI $CRWV $GFS
May 8, 2026
Cerebras $CBRS Equity Research Report -- 2026 Edition
May 4, 2026
[Market Memo] $INTC $QCOM $WOLF $ON $NVTS $ASML $TER $AXTI $BE $LITE $COHR $TSEM $AIXA.AS $268A.T
Apr 30, 2026
Power Semis Part 2: SiC vs GaN, Wolfspeed 10KV
Apr 25, 2026
Intel is still cheap on price/book value.
Apr 24, 2026
Power Semis, 800V DC, and GaN Mini-Note
Apr 21, 2026
Long Memory, Short [Android] Smartphone
Apr 16, 2026
It's just money. It's made up.
Apr 5, 2026
Q1 2026 Consolidated Holdings and Performance
Apr 1, 2026
OFC 2026 Irrational Recap
Mar 27, 2026
Passing [Liquified] Gas
Mar 24, 2026
Citrini 3/12/2026 Optics Basket Comments
Mar 12, 2026
[Marvell 3/5/2026 Earnings] Hilarious Short Squeeze
Mar 6, 2026
March [Morgan Stanley TMT] Madness
Mar 5, 2026