@insane_analyst Irrational Analysis
Irrational Analysis posts on X about $lite, money, $qcom, taiwan the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -69%
- [--] Month [---------] +100%
- [--] Months [---------] +895%
- [--] Year [---------] +2,721%
Mentions: [--] #
- [--] Week [--] -22%
- [--] Month [---] +49%
- [--] Months [---] +346%
- [--] Year [---] +675%
Followers: [------] #
- [--] Week [------] +1.70%
- [--] Month [------] +16%
- [--] Months [------] +456%
- [--] Year [------] +1,450%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 28.18% technology brands 28.18% finance 12.73% countries 5.45% cryptocurrencies 3.64% currencies 0.91%
Social topic influence $lite #113, money 4.55%, $qcom #169, taiwan 2.73%, $mrvl 2.73%, greenland 2.73%, red 2.73%, bullish 2.73%, $arm #69, $cohr #41
Top accounts mentioned or mentioned by @alex_intel_ @firstadopter @fabknowledge @mch2024 @alexintel @dastechnocrat @icnewer @doomdotorg @interestingna11 @costav02 @maomao73249755 @citrini7 @analysisop @minervacap @tensorkernels @bozriverguides @lisasufanclub @tbu12345678 @preffalsifier @outspokengeek
Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) QUALCOMM, Inc. (QCOM) Marvell Technology Inc (MRVL) Arm Holdings plc (ARM) Coherent Inc (COHR) Astera Labs, Inc. (ALAB) Advanced Micro Devices (AMD) SiTime Corporation Common Stock (SITM) Broadcom, Inc. (AVGO) Bitcoin (BTC) Axion (AXN) Uber Technologies, Inc. (UBER) Synopsys, Inc. (SNPS) Teradyne, Inc. (TER) Spacemesh (SMH) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Bro you lost Axion to GUC and Trainium to Alchip. You cant talk about chips you dont make anymore"
X Link 2025-08-26T21:52Z 13.8K followers, 13.2K engagements
"Fuck it. Maybe I am wrong. Its possible none of the memory players know how to test high-speed using probes. Could explain the noise in the conversation. Shoutout to @Citrini7 subscriber chat today to force this realization"
X Link 2026-02-11T15:58Z 13.8K followers, 24.2K engagements
"@LucidCap @samasharee Alchip does not have the skillset to deal with the 18A PDK. Yea Synopsys serdes. Same as Amazon NIC"
X Link 2025-09-15T19:55Z 13.7K followers, [---] engagements
"God bless Taiwan. Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations [--]. [----] Trn3 Volume Above Expectations Estimated at about [--] million units especially with demand projections boosted following the release of Sonnet [---] for inference applications. Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations [--]. [----] Trn3 Volume Above Expectations Estimated at about [--] million units especially with demand projections boosted following the release of Sonnet [---] for inference applications"
X Link 2025-10-02T08:20Z 13.7K followers, [----] engagements
"Visual approximation of Harlan Sur blindly assuming $MRVL still has Trn3+4 even though literally everyone else knowss Alchip got these sockets"
X Link 2025-12-08T17:27Z 13.7K followers, [----] engagements
"5 yr from now most likely outcome is: [--]. NVDA+AVGO still uber duopoly. [--]. AMD alive cause OAI warrents. [--]. Cheap MTK+Alchip+GUC Taiwan trifecta fighting for scraps at trash margins. [--]. Everyone else dead. The num brain damaged ppl arguing NVDA vs AVGO is remarkable"
X Link 2025-12-10T08:48Z 13.7K followers, 16.6K engagements
"Me realizing market closed today and I have to wait to find out if Greenland bullshit blows up my degen levered long portfolio"
X Link 2026-01-19T16:57Z 13.5K followers, [----] engagements
"Intel's Agentic Dumpster-Fire https://open.substack.com/pub/irrationalanalysis/p/intels-agentic-dumpster-fireutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/irrationalanalysis/p/intels-agentic-dumpster-fireutm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-01-23T06:45Z 13.6K followers, 128.7K engagements
"Semi industry is self-regulated. When cust ask for sample everyone cherry-pick. You don'tsend rand part. Testing [--] chip and send best is normal. Many ways to cheese. If you think MTK SerDes outperf $SNPS and $MRVL lol. Goog gona eat shit when they find out they been duped"
X Link 2026-01-26T03:37Z 13.6K followers, 15K engagements
"This is from MediaTek boot at OCP late last year. Does a chart missing basic information like y-axis inspire confidence Marvell Credo Astera Labs and many more hat actual BER numbers. This is a simple cable channel FYI. Advanced packag channel much more difficult"
X Link 2026-01-27T06:52Z 13.7K followers, [----] engagements
"Apparently not I see tomorrow is a red day. I see tomorrow is a red day"
X Link 2026-02-02T16:08Z 13.6K followers, 11.4K engagements
"This is amazing work. Got lots of engineering details right. Cannot reccomend enough. (also hyper bullish $LITE) Co-Packaged Optics (CPO) The Next Big Thing for NVIDIA (2) https://t.co/9q8SLwpuib Co-Packaged Optics (CPO) The Next Big Thing for NVIDIA (2) https://t.co/9q8SLwpuib"
X Link 2026-02-02T17:26Z 13.7K followers, 43.5K engagements
"Its 155K once my $TER options get re-marked"
X Link 2026-02-03T01:36Z 13.7K followers, 12.1K engagements
"I guess Gerard Williams III and John Bruno dont beleive in CONNECTED INTELLIGENT EDGE or $QCOM datacenter CPU. Nuvia was literally founded to bring high-performance ARM-based CPU to datacenter. These two leaving same day is hyper omega giga bearish. LOL"
X Link 2026-02-03T02:29Z 13.7K followers, 63.7K engagements
"Visual approximation of $ARM management watching Nuvia // $QCOM implode despite losing the legal battle over ALA transferablity and overlap interpretation"
X Link 2026-02-03T10:11Z 13.6K followers, 49K engagements
"I see violent price action continues from Jan. Was +11% overnight now +3% while $SMH -2%. Thrilling. Which pod monkey got wiped out and had to take Broadcom and Nvidia with them"
X Link 2026-02-03T16:15Z 13.7K followers, [----] engagements
"Ready for $LITE to moon or inflict margin call"
X Link 2026-02-03T20:29Z 13.7K followers, 12.1K engagements
"Publicly humiliating professional investors and analysts is one of my favorite hobbies. Eat shit spreadsheet monkeys"
X Link 2026-02-03T21:14Z 13.6K followers, 24.9K engagements
"$LITE faded a bit but $AMD degen puts might survive IV crush"
X Link 2026-02-03T23:42Z 13.7K followers, [----] engagements
"I genuinely have no idea what happens to $COHR in tmrw earnings. Exciting. Not touching"
X Link 2026-02-04T03:20Z 13.7K followers, [----] engagements
"@firstadopter Omega bloat"
X Link 2026-02-04T14:47Z 13.7K followers, [----] engagements
"I AM PAINFULLY AWARE OF THIS THANK YOU FOR THE CONTEXT Today is the 4th worst one day % change in momentum vs value since [----] using MS long baskets (so far). Momentum down big. Value up big. Short term % change of the ratio is useful but absolute levels of the ratio over longer term timeframes are not. MS long baskets have long https://t.co/lbKNv352JN Today is the 4th worst one day % change in momentum vs value since [----] using MS long baskets (so far). Momentum down big. Value up big. Short term % change of the ratio is useful but absolute levels of the ratio over longer term timeframes are"
X Link 2026-02-04T19:34Z 13.6K followers, 10K engagements
"It is on days like this (blood red) that I change P&L to all-time to remind myself I am not completely incompetent. Never go full retard. --Tropic Thunder"
X Link 2026-02-04T20:39Z 13.6K followers, [----] engagements
"Trainium strikes again Think this is the first time anthropic has ever shipped something people are looking forward to and infra is actually breaking Think this is the first time anthropic has ever shipped something people are looking forward to and infra is actually breaking"
X Link 2026-02-04T20:40Z 13.7K followers, 13.2K engagements
"Earnings roundup tomorrow. (busy today) $LITE $COHR $QCOM $ARM $SITM Skipping $AMD because IDK what happened lol. Happy but confused"
X Link 2026-02-04T21:18Z 13.7K followers, [----] engagements
"WTF is this market Google spike capex and AVGO+NVDA flat"
X Link 2026-02-05T15:29Z 13.6K followers, 15.3K engagements
"2/26 Earnings Roundup $LITE $COHR $SITM $QCOM $ARM https://open.substack.com/pub/irrationalanalysis/p/226-earnings-roundup-lite-cohr-sitmr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/irrationalanalysis/p/226-earnings-roundup-lite-cohr-sitmr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-06T06:24Z 13.7K followers, [----] engagements
"That feeling when you make more than a years salary in one day. Money does not buy happiness. But it does buy a nice steak dinner"
X Link 2026-02-07T02:48Z 13.7K followers, 11.2K engagements
"Its not about SRAM. Very interesting though. I think Groq deal has potential to be more impactful than Mellanox for Nvidia. Groq is not like the others and Nvidia has the existing IP needed to make Groq uarch unlock full potential. Key is clock forwarding at massive scale. 2.5x faster for 6x the price is the exact thesis of the SRAM machines (Groq Cerebras Sambanova etc.) Going to be really interesting to see how this one plays out 2.5x faster for 6x the price is the exact thesis of the SRAM machines (Groq Cerebras Sambanova etc.) Going to be really interesting to see how this one plays out"
X Link 2026-02-08T00:37Z 13.7K followers, 29.7K engagements
"@Alex_Intel_ No. Compiler is key. The people who made it work at Nvidia now. Retard hyperscalers trying basic copying (Maia) and failing lmao"
X Link 2026-02-08T01:13Z 13.6K followers, [----] engagements
"@icnewer @Alex_Intel_ Lol no. This compiler is insane. The fact it functions at all is achievement"
X Link 2026-02-08T01:31Z 13.6K followers, [---] engagements
"@fabknowledge The disbeleivers are watching their friends enter deeper psychosis"
X Link 2026-02-08T02:27Z 13.6K followers, [----] engagements
"It's going to take at least another two weeks but will be possibly best work I have ever done. Very excited"
X Link 2026-02-08T23:04Z 13.7K followers, 23.6K engagements
"@Srasgon You fit thecage demographic"
X Link 2026-02-09T04:03Z 13.6K followers, [----] engagements
"I called Micron HBM4 fuck up back in September using engineering-driven investment analysis instead of supply-chain leak regurgitation"
X Link 2026-02-09T15:30Z 13.7K followers, [----] engagements
"lets save money on hbm4 base die by using shit internal dram process with dogshit slow transistors 🤡"
X Link 2026-02-09T15:35Z 13.7K followers, 12.1K engagements
"@AnalysisOp Hey hey what if i just called the top 🤡"
X Link 2026-02-09T16:13Z 13.7K followers, [---] engagements
"Lets see if this works lol"
X Link 2026-02-09T18:47Z 13.7K followers, [----] engagements
"Sounds like someone is changing a single upper-metal layer mask but does not want to say this outright. This info correlates with a specific Taalas patent. WO2025217724A1"
X Link 2026-02-10T04:13Z 13.7K followers, [----] engagements
"Even Cerebras is getting business. Cerebras Even Cerebras is getting business. Cerebras"
X Link 2026-02-10T16:45Z 13.7K followers, [----] engagements
"Me at the lab trying to prove my conspiracy theory"
X Link 2026-02-11T02:31Z 13.7K followers, [----] engagements
"@MinervaCap @Citrini7 Sipho is bad and very VERY exposed to QCOM/android RFFE. I am extreme smarphone bear amd have trouble seeing past that. Current estimates are smarephone units down 15% this year but I think 30-50% demand destruction can happen within next [--] months"
X Link 2026-02-11T16:07Z 13.7K followers, [----] engagements
"@Alex_Intel_ @zephyr_z9 Im gona write it up but seems bullish advanced packaging. Pay breakup fee more cleanroom for EMIB"
X Link 2026-02-11T16:59Z 13.7K followers, [---] engagements
"@Niels_VV @tokenpilled65B Amazon is my (very low conviction) guess"
X Link 2026-02-11T20:16Z 13.7K followers, [---] engagements
"@fabknowledge Thats fair. I do agree that we heading to 20-40% unemployment (and the fun societal issues that come with that) but it is not AGI. Just another tool. Except this time the tool will be far broader in economic impact and hit very quick"
X Link 2026-02-08T02:55Z 13.7K followers, [----] engagements
"Happy Friday"
X Link 2026-02-06T16:36Z 13.8K followers, [----] engagements
"This account primarily funded 09/2022 after liquidating all RSU+ESPP of prev employer. $50K trade rest in long only accounts. [--] years later the dogshit I sold is trading at basically same price. Money is artificial but humiliation of retard execs is priceless. 👊"
X Link 2026-02-06T18:41Z 13.8K followers, [----] engagements
"@TensorKernels Bro everything i write is free. I literally dont make money from this hobby"
X Link 2026-02-09T15:44Z 13.8K followers, [----] engagements
"Market Memo Tower+GloFo Earnings HBM4 Qualification Noise https://open.substack.com/pub/irrationalanalysis/p/market-memo-towerglofo-earnings-hbm4r=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/irrationalanalysis/p/market-memo-towerglofo-earnings-hbm4r=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-12T05:30Z 13.8K followers, [----] engagements
"It warms my heart to know that I live rent free in the heads of Marvell executives. ♥"
X Link 2026-02-13T15:44Z 13.8K followers, [----] engagements
"AI is just a tool. Very powerful but just a tool. The problem society will face is when corps realize 50-80% of their workforce are useless clowns that generate negative productivity while AI agents gen positive productivity at 1/10th cost. If you are useful you will be fine"
X Link 2026-02-14T17:33Z 13.8K followers, [----] engagements
"Best 3D Mario game (there is a correct answer) Galaxy [--] Oddysy [--] Galaxy [--] Galaxy [--] Oddysy [--] Galaxy 2"
X Link 2026-02-16T02:08Z 13.8K followers, [----] engagements
"I see there are a lot of backwards long jump enthusiasts lol Best 3D Mario game (there is a correct answer) Best 3D Mario game (there is a correct answer)"
X Link 2026-02-16T03:31Z 13.8K followers, [----] engagements
"Celestial. narrow bandwidth of ring modulator is a feature. Built-in mux. You guys cant shit on rings being [--] nm then admit to using rings for mux two slides later. What if. modulation and mux handled by one component (rest if pres very good. Plz stop this tho)"
X Link 2026-02-16T18:31Z 13.8K followers, [----] engagements
"@jake_ayes Nobody knows lmao"
X Link 2026-02-17T01:43Z 13.8K followers, [---] engagements
"@firstadopter Anything but grace. ARM V2 core has serious problems. Its not the ISA that is issue its the bad uarch"
X Link 2026-02-17T03:28Z 13.8K followers, [----] engagements
"A true classic"
X Link 2025-02-09T06:58Z 13.8K followers, 111.3K engagements
"@MCH2024 @firstadopter Nvidia own fabric worse than arm mesh noc"
X Link 2026-02-17T05:06Z 13.8K followers, [---] engagements
"Allright its slow day at work. By that I mean the present crisis does not involve me. Ima listen to Qorvo call to see what the hell happened. Was browsing Qualcomm options chain this morning and might regret not buying puts. Qorvo fail might be Apple Android or both lmao"
X Link 2026-01-27T23:44Z 13.3K followers, 20.9K engagements
"@Vrushabh3211 Around [--]. This account first serious deposit was $50K in sept 2022"
X Link 2026-01-28T00:17Z 12.8K followers, [---] engagements
"Sounds like Android is in deep shit. Apple keeping their volumes flat. All memory-induced demand destruction hitting Android lmao. Allright its slow day at work. By that I mean the present crisis does not involve me. Ima listen to Qorvo call to see what the hell happened. Was browsing Qualcomm options chain this morning and might regret not buying puts. Qorvo fail might be Apple Android or both lmao. Allright its slow day at work. By that I mean the present crisis does not involve me. Ima listen to Qorvo call to see what the hell happened. Was browsing Qualcomm options chain this morning and"
X Link 2026-01-28T00:49Z 12.8K followers, 37.9K engagements
"@firstadopter Mediatek caused the delay"
X Link 2026-01-28T01:47Z 13.3K followers, [----] engagements
"@firstadopter Because Nvidia hires on nwed basis. Most companies hire because managers wana empire build and get promo"
X Link 2026-01-28T02:14Z 12.8K followers, [----] engagements
"See you on the moon. Not the worthless rock orbiting earth. One of the more interesting moons orbiting jupiter. Bought $400K worth of semicap today. Sold half of $AVGO in this account to have a margin equity buffer. Messa 2x levered now. 🤡 https://t.co/y3VoX84Vwy Bought $400K worth of semicap today. Sold half of $AVGO in this account to have a margin equity buffer. Messa 2x levered now. 🤡 https://t.co/y3VoX84Vwy"
X Link 2026-01-28T07:12Z 12.8K followers, 17.2K engagements
"In case it was not said already Intel is up because of ASML backlog. ASML results directlt imply that 14A CapEx is a go"
X Link 2026-01-28T20:50Z 13.3K followers, 36.7K engagements
"Thank you satan for the second +10% day in a row. Thank you Satan for this blessed +10% day. (had a -9% day on Greenland bullshit) Budgeted $25K for weeklies options YOLOs for next month. Staying out of Sandisk earnings. Too chicken. https://t.co/kfGoExB7oR Thank you Satan for this blessed +10% day. (had a -9% day on Greenland bullshit) Budgeted $25K for weeklies options YOLOs for next month. Staying out of Sandisk earnings. Too chicken. https://t.co/kfGoExB7oR"
X Link 2026-01-28T21:20Z 13.1K followers, 11.3K engagements
"Tiny position. Curious if Tim Apple will choose violence in tonights earnings"
X Link 2026-01-29T17:45Z 13.3K followers, [----] engagements
"@fabknowledge Impressive given they have all OAI IP and still botched"
X Link 2026-01-29T17:48Z 13.2K followers, [----] engagements
"Yea paper hands this"
X Link 2026-01-29T22:17Z 13.4K followers, 10.4K engagements
"It appers that real gold is a better inflation hedge than digital gold. I wellcome the tsunami of Bitcoin retards who are gona pile into the replies"
X Link 2026-01-30T04:09Z 13K followers, 14K engagements
"Ok this was a terrible take with hilarious timing. Grrat example of why I avoid anything not semis. It appers that real gold is a better inflation hedge than digital gold. I wellcome the tsunami of Bitcoin retards who are gona pile into the replies. It appers that real gold is a better inflation hedge than digital gold. I wellcome the tsunami of Bitcoin retards who are gona pile into the replies"
X Link 2026-01-30T19:58Z 13K followers, [----] engagements
"Market Memo January is finally over. https://open.substack.com/pub/irrationalanalysis/p/market-memo-january-is-finally-overr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/irrationalanalysis/p/market-memo-january-is-finally-overr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-31T07:41Z 13K followers, [----] engagements
"So uh. I prepaid taxes assuming $950K est short-term realized gains. Assumed zero long-term gains. *Ignores the extra $63K sent to IRS on accident🤡 Total net gain 865.4+76.9 = $942.3K so prepay correct (someone plz warn me if wash sale of $818K not baked into net gain)"
X Link 2026-02-01T05:24Z 13.4K followers, [----] engagements
"Broker says $904K realized gains so I just pre-paid taxes assuming $950K for a buffer"
X Link 2026-02-01T05:24Z 13.4K followers, [----] engagements
"I see tomorrow is a red day"
X Link 2026-02-02T03:42Z 13.2K followers, 18.3K engagements
"Interesting"
X Link 2026-02-03T00:29Z 13.3K followers, 34K engagements
"@straightcash385 @BozRiverGuides @lisasufanclub Ya Infinera has interesting paper on their 6in InP. A little light on details but much better than lame press release"
X Link 2026-02-03T02:03Z 13.2K followers, [----] engagements
"@Jason73821 Hold. Core long term hold"
X Link 2026-02-04T00:24Z 13.2K followers, [---] engagements
"Tower Bloom Nvidia june calls 📉"
X Link 2026-02-04T16:10Z 13.3K followers, [----] engagements
"@Native_0x No it means from inception to [----]. Account opened feb [----] but only put real money in sept [----]. Here is diff chart. It does not match p&l because i withdraw all money for tax prepay from this acc"
X Link 2026-02-04T20:54Z 13.3K followers, [---] engagements
"@Alex_Intel_ Qualcomm board is retarded. Makes Frank Yearry look like genius"
X Link 2026-02-04T21:19Z 13.3K followers, [---] engagements
"@Jambooxyz Quarter mil gain on nvidia calls over [--] months. 60K loss shorting alab in one day"
X Link 2026-02-05T05:17Z 13.3K followers, [---] engagements
"@TBU12345678 Embrace the chaos 10% up and down swings are thrilling"
X Link 2026-02-05T18:35Z 13.3K followers, [----] engagements
"@itsclivetime You neglect to mention solar capacity expansion largely driven by Chinese companies dumping at negative gross margins"
X Link 2026-02-06T07:02Z 13.3K followers, [---] engagements
"The best part is that all the chips get shipped to Taiwan for CoWoS packaging. 🤡"
X Link 2025-07-04T21:09Z 13.7K followers, [----] engagements
"What if we bring Gelsinger back as Intel CEO. Replace Yearry with Lip-Bu Tan for board chair"
X Link 2025-08-07T13:19Z 13.8K followers, [----] engagements
"Tower Semi Fabrinet and the Incredible Nvidia 1.6T Transceiver Ramp https://open.substack.com/pub/irrationalanalysis/p/tower-semi-fabrinet-and-the-incredibler=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/irrationalanalysis/p/tower-semi-fabrinet-and-the-incredibler=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-08-22T09:20Z 13.8K followers, 10.9K engagements
"Thanks to @fabknowledge for calling out multiple mistakes recently. I was short Aehr but Doug told me to re-read the transcript. Flipped long. Feedback on MRVL DSP in Nvidia 1.6T good challenge to my biases. Possible to drive rings with strong ext driver. Still hate MRVL"
X Link 2025-08-25T15:29Z 13.8K followers, 10.5K engagements
"Lol someone at Hot Chips just asked Intel presenter if 18A still on roadmap"
X Link 2025-08-25T19:01Z 13.8K followers, 15K engagements
"Hot Chips 2025: Irrational Recap https://open.substack.com/pub/irrationalanalysis/p/hot-chips-2025-irrational-recapr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/irrationalanalysis/p/hot-chips-2025-irrational-recapr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-09-13T05:02Z 13.8K followers, [----] engagements
"Good morning"
X Link 2025-09-18T14:24Z 13.8K followers, [----] engagements
"Yea there is a bubble. Its gona be so much fun. Whether you are religious or not remember to start your day by being grateful and thankful for the opportunity to be in the eye of the storm of the biggest economic boom in human history Lets etch our initials into the silicon of the information age Lets fuck the world up gang Whether you are religious or not remember to start your day by being grateful and thankful for the opportunity to be in the eye of the storm of the biggest economic boom in human history Lets etch our initials into the silicon of the information age Lets fuck the world up"
X Link 2025-09-26T16:10Z 13.8K followers, 10.5K engagements
"Good morning"
X Link 2025-10-01T16:13Z 13.7K followers, 12.7K engagements
"As a VERY ROUGH rule of thumb a full process node advantage is 15-30% better PPA. at silicon level. System level design matters. Cost matters. This info can legit but spun positive and negative AMD. Reasonable arguments both ways. Theres another way to think about it. If [--] product is a 2nm and the other is a 3nm yet one has better performance they call the difference margin Theres another way to think about it. If [--] product is a 2nm and the other is a 3nm yet one has better performance they call the difference margin"
X Link 2025-10-08T20:28Z 13.8K followers, 14.8K engagements
"Semianalysis ClusterMAX Launch: Surprising Data https://open.substack.com/pub/irrationalanalysis/p/semianalysis-clustermax-launch-surprisingr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/irrationalanalysis/p/semianalysis-clustermax-launch-surprisingr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-10-10T04:11Z 13.8K followers, 22K engagements
"Also Nvidia (800G tranceivers) networking. 🤣 A thing of beauty ☺ - please meet Helios at #OCPSummit25 our new open rack-scale AI platform built on the Open Rack Wide standard introduced by @Meta - MI450 Series Instinct GPUs EPYC CPUs and Pensando networking - super excited to bring Helios to market. https://t.co/UKHMDLZAZS A thing of beauty ☺ - please meet Helios at #OCPSummit25 our new open rack-scale AI platform built on the Open Rack Wide standard introduced by @Meta - MI450 Series Instinct GPUs EPYC CPUs and Pensando networking - super excited to bring Helios to market."
X Link 2025-10-15T23:29Z 13.8K followers, 18.7K engagements
"AMD removed all of the Nvidia 800G tranceivers from Helios rack. Next time use LITE or COHR tranceivers lol"
X Link 2025-10-16T16:08Z 13.8K followers, 60.2K engagements
"Full OCP writup sched for Oct [--]. (need time) Key Pts: $AVGO CPO is incredible. $NVDA CPO rumored huge ramp. $LITE estimates comically too low. $MRVL AEC (Alaska) very good. Shorting $CRDO against this interesting. Massive positive $SNDK and $BE. UALink ded. $ALAB fucked"
X Link 2025-10-16T19:20Z 13.8K followers, 32.7K engagements
"Look at those SRAM meme machines running at economically unviable batch sizes. caption this meme https://t.co/c6QPZ26KYT caption this meme https://t.co/c6QPZ26KYT"
X Link 2025-10-31T02:29Z 13.8K followers, 10K engagements
"Intentionally vauge. Nice. PCIe [--] is 128Gbps PAM4 FYI. Why put that in 224G box Was that box a little too empty"
X Link 2025-11-11T18:58Z 13.8K followers, [----] engagements
"Thank you Satan for this blessed +10% day. (had a -9% day on Greenland bullshit) Budgeted $25K for weeklies options YOLOs for next month. Staying out of Sandisk earnings. Too chicken"
X Link 2026-01-27T22:27Z 13.7K followers, 19.9K engagements
"still on break. small 1-hour shitpost Marvell and Intel Catch-Up Note https://open.substack.com/pub/irrationalanalysis/p/marvell-and-intel-catch-up-noter=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/irrationalanalysis/p/marvell-and-intel-catch-up-noter=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-07-06T06:08Z 13.8K followers, 30.1K engagements
"Marvell earnings call so bad. Listen to audio. Transcript does not do it justice. Also congrats to Harlan for getting permabanned. Not big loss since these idiots are incapable of answering any question with straight answer. 🤡"
X Link 2025-08-29T08:23Z 13.8K followers, [----] engagements
"Ok. I think after OpenAI Nvidia/AMD/Broadcom deals. Intel Foundry (advanced packaging) is next. EMIB is the same as CoWoS-L conceptually. Amkor can re-bump TSMC dice. Intel has massive advanced packaging capacity idle"
X Link 2025-10-13T15:00Z 13.8K followers, 18K engagements
"Pretty bullish Bloom Energy"
X Link 2025-10-16T19:06Z 13.8K followers, 14.6K engagements
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