@insane_analyst Irrational Analysis
Irrational Analysis posts on X about ai, $qcom, $lite, bullish the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -45%
- [--] Month [---------] +92%
- [--] Months [---------] +891%
- [--] Year [---------] +3,566%
Mentions: [--] #
- [--] Week [--] -6.90%
- [--] Month [---] +52%
- [--] Months [---] +349%
- [--] Year [---] +716%
Followers: [------] #
- [--] Week [------] +3%
- [--] Month [------] +16%
- [--] Months [------] +459%
- [--] Year [------] +1,554%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 34.64% technology brands 31.37% finance 11.11% countries 2.61% cryptocurrencies 1.96% currencies 1.31% automotive brands 0.65% financial services 0.65% products 0.65%
Social topic influence ai 5.23%, $qcom #125, $lite #83, bullish 3.92%, money 2.61%, $mrvl 2.61%, guess 2.61%, $cohr #40, $arm #65, happy 1.96%
Top accounts mentioned or mentioned by @alex_intel_ @costav02 @alexintel @fabknowledge @interestingna11 @citrini7 @icnewer @dastechnocrat @maomao73249755 @racetrack275 @zephyrz9 @firstadopter @tbu12345678 @tensorkernels @analysisop @minervacap @octaviusomen @danactivatted @walnutavevalue @preffalsifier
Top assets mentioned QUALCOMM, Inc. (QCOM) Lumentum Holdings Inc. Common Stock (LITE) Marvell Technology Inc (MRVL) Coherent Inc (COHR) Arm Holdings plc (ARM) Broadcom, Inc. (AVGO) Astera Labs, Inc. (ALAB) Intel Corporation (INTC) SiTime Corporation Common Stock (SITM) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Spacemesh (SMH) Credo Technology Group Holding Ltd (CRDO) Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Axion (AXN) Uber Technologies, Inc. (UBER) Synopsys, Inc. (SNPS) Teradyne, Inc. (TER) 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 13.7K 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
"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
"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
"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 13.7K followers, 24K engagements
"It warms my heart to know that I live rent free in the heads of Marvell executives. ♥"
X Link 2026-02-13T15:44Z 13.7K followers, [----] 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
"Allright the trading account is back into $NVDA options and $AVGO shares. Glad to see im not the only one who thinks this. @Citrini7 @jukan05 @zephyr_z9 Nvidia options pos is june expiry and sized at half the $ value of Broadcom but 5x leverage lol. (delta/contract) *186"
X Link 2026-01-26T18:36Z 13.3K followers, 28.3K 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
"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
"Tiny position. Curious if Tim Apple will choose violence in tonights earnings"
X Link 2026-01-29T17:45Z 13.3K followers, [----] engagements
"Yea paper hands this"
X Link 2026-01-29T22:17Z 13.4K followers, 10.4K 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
"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
"Interesting"
X Link 2026-02-03T00:29Z 13.3K followers, 34K 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
"@firstadopter Omega bloat"
X Link 2026-02-04T14:47Z 13.7K followers, [----] engagements
"Tower Bloom Nvidia june calls 📉"
X Link 2026-02-04T16:10Z 13.3K 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
"@Alex_Intel_ Qualcomm board is retarded. Makes Frank Yearry look like genius"
X Link 2026-02-04T21:19Z 13.3K 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
"@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
"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
"@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
"@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
"@TensorKernels Bro everything i write is free. I literally dont make money from this hobby"
X Link 2026-02-09T15:44Z 13.7K followers, [----] 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
"Even Cerebras is getting business. Cerebras Even Cerebras is getting business. Cerebras"
X Link 2026-02-10T16:45Z 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
"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
"Happy Friday"
X Link 2026-02-06T16:36Z 13.7K 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 13.7K 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 13.7K 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
"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
"Me at the lab trying to prove my conspiracy theory"
X Link 2026-02-11T02:31Z 13.7K 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 13.7K followers, [----] engagements
"Samsung looks close to qualifying 12-hi HBM3e with Nvidia. If that happens Micron is toasted"
X Link 2025-05-27T19:29Z 13.7K 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
"Samsung Foundry SF2 gets $16B contract with Tesla while Intel 18A still has zero customers. But but. BACKSIDE POWER DELIVERY CONFERENCE PAPERS"
X Link 2025-07-28T01:34Z 13.7K followers, 12.5K engagements
"Synopsys and Cadence double dipped Intel FYI. Intel Foundry paid each 9-figure contracts to port IP to 18A (no customers). Intel Products seperatly buying TSMC N3P and N2 IP. 🤡"
X Link 2025-07-29T00:35Z 13.7K followers, 18.8K 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 13.7K followers, [----] engagements
"True semiconductor nerds will understand this reference"
X Link 2025-08-16T20:23Z 13.7K followers, 18.5K engagements
"I am having a productive weekend"
X Link 2025-08-17T03:53Z 13.7K 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 13.7K 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 13.7K followers, 10.5K engagements
"Lol someone at Hot Chips just asked Intel presenter if 18A still on roadmap"
X Link 2025-08-25T19:01Z 13.7K followers, 15K engagements
"AMD 400G NIC followed by. Nvidia 800G NIC 🙈"
X Link 2025-08-26T01:26Z 13.7K followers, 11.9K engagements
"So. why does UALink need to exist"
X Link 2025-08-26T02:20Z 13.7K followers, [----] engagements
"Guess how I am going to spend the long weekend"
X Link 2025-08-27T17:31Z 13.7K followers, 14.6K engagements
"Qualcomm should buy out Marvell to concentrate failure within semis"
X Link 2025-08-30T00:34Z 13.7K followers, 19.9K engagements
"It would be funny if $CRDO market cap surpasses $MRVL within the next year"
X Link 2025-09-03T23:54Z 13.7K followers, [----] engagements
"Synopsys murdered by Intel lol"
X Link 2025-09-10T14:35Z 13.7K followers, 12.6K 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 13.7K followers, [----] engagements
"Synopsys is probably a buy. https://open.substack.com/pub/irrationalanalysis/p/synopsys-is-probably-a-buyr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/irrationalanalysis/p/synopsys-is-probably-a-buyr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-09-13T09:26Z 13.7K followers, 22.5K engagements
"@hiteshkar Power semis are degen. Significant price elasticity. I mildly like Monolithic Power and have no opinion on others"
X Link 2025-09-14T01:31Z 13.7K followers, [---] engagements
"Next big project. $QCOM 👊 I shit you not my writing process starts with 5-10 hours of thinking about table of contents to structure things.🤡"
X Link 2025-09-15T05:11Z 13.7K followers, 18.1K engagements
"Good morning"
X Link 2025-09-18T14:24Z 13.7K followers, [----] engagements
"Brief Thoughts: Intel+Nvidia Deal Nvidia+Enfabrica Deal https://open.substack.com/pub/irrationalanalysis/p/brief-thoughts-intelnvidia-deal-nvidiaenfabricar=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/irrationalanalysis/p/brief-thoughts-intelnvidia-deal-nvidiaenfabricar=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-09-19T21:53Z 13.7K followers, [----] engagements
"EMBRACE THE BUBBLE"
X Link 2025-09-22T18:51Z 13.7K followers, 10.4K engagements
"Micron call seems to be full of bullshit. Gona try and write something tonight"
X Link 2025-09-23T23:49Z 13.7K followers, 60.2K engagements
"Skimmed call and callback. Extreme levels of bullshit + cope. Will write proper post this weekend. Need sleep. Teaser. What % of $MU memory-process derived HBM4 base dies can hit 5.5Ghz clk speed at ok power My guess is low number. They chose words VERY CAREFULLY. Micron call seems to be full of bullshit. Gona try and write something tonight. Micron call seems to be full of bullshit. Gona try and write something tonight"
X Link 2025-09-24T04:24Z 13.7K followers, 21.8K engagements
"Harlan you 🤡"
X Link 2025-09-25T03:09Z 13.7K followers, 53K engagements
"Pat "semiconductor Jesus" Gelsinger died for our sins. Let the momentum pump continue. 😇"
X Link 2025-09-25T19:12Z 13.7K followers, 11.4K engagements
"Yea there is a bubble. Its gona be so much fun. Whether you are religious or not remember to start your day by being grateful and thankful for the opportunity to be in the eye of the storm of the biggest economic boom in human history Lets etch our initials into the silicon of the information age Lets fuck the world up gang Whether you are religious or not remember to start your day by being grateful and thankful for the opportunity to be in the eye of the storm of the biggest economic boom in human history Lets etch our initials into the silicon of the information age Lets fuck the world up"
X Link 2025-09-26T16:10Z 13.7K followers, 10.5K engagements
"$INTC should trade at 2X the P/B of $GFS. This ratio is still 1"
X Link 2025-09-26T16:17Z 13.7K followers, 15.1K engagements
"Apparently someone asked Harlan about Micron HBM4 base die parametric yield at a JPM event this morning LOL"
X Link 2025-09-29T15:10Z 13.7K followers, [----] engagements
"I am becoming bullish towards Sandisk. Wrote a short pitch back in Jan. Shit on their full QLC (no SLC cache) datacenter SSD. Think I was completely wrong 🤡🤡🤡🤡🤡🤡"
X Link 2025-09-30T22:43Z 13.7K followers, [----] engagements
"Partial Mea Culpa: Sandisk and Marvell https://open.substack.com/pub/irrationalanalysis/p/partial-mea-culpa-sandisk-and-marvellr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/irrationalanalysis/p/partial-mea-culpa-sandisk-and-marvellr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-01T14:29Z 13.7K followers, 26.2K engagements
"Good morning"
X Link 2025-10-01T16:13Z 13.7K followers, 12.7K engagements
"Im so sad I cant short Cerebras"
X Link 2025-10-04T16:53Z 13.7K followers, 11.3K engagements
"$QCOM puts are cheap and CEO just sold half of his bags. 👊 https://www.sec.gov/Archives/edgar/data/804328/000080432825000061/xslF345X05/edgardoc.xml https://www.sec.gov/Archives/edgar/data/804328/000080432825000061/xslF345X05/edgardoc.xml"
X Link 2025-10-05T00:35Z 13.7K followers, 16.3K engagements
"What the fuck lmao"
X Link 2025-10-06T13:55Z 13.7K followers, 13.8K engagements
"Gigawatt scale cloud AI means Qualcomm's edge AI strategy is gona be relavent any day now. 🤡 CONNECTED 🤡 INTELLIGENT 🤡 EDGE 🤡"
X Link 2025-10-06T14:15Z 13.7K followers, 10.8K engagements
"In the process of getting glp1. Insurance denied but whatever. Only $350 a month out of pocket. Fuck it. I have zero willpower and am a fat clown due to my own character flaws. I give up. Gona inject myself to normal weight. 🤡 $LLY is long due to losers like me. Mildly drunk"
X Link 2025-10-07T01:58Z 13.7K followers, 12.2K engagements
"Qualcomm gona build a gigawatt worth of Arduino AI compute. /s 🤡🤡🤡🤡🤡🤡 https://www.qualcomm.com/news/releases/2025/10/qualcomm-to-acquire-arduino-accelerating-developers--access-to-i https://www.qualcomm.com/news/releases/2025/10/qualcomm-to-acquire-arduino-accelerating-developers--access-to-i"
X Link 2025-10-07T15:48Z 13.7K followers, [----] engagements
"Every time The Information 🤡 writes an uninformed hit piece against Nvidia stock seems to go higher [--] hrs later"
X Link 2025-10-08T14:25Z 13.7K followers, 19.5K engagements
"Trading acc update. I am ultra bullish memory (NAND in particular) semicap. Someome sent me the Goldman Sachs model for $LRCX (updated today) and it is completely wrong lmao. 🤡 Still trying to figure out $SNDK options idea. IV is trash. Prob gona try weeklies on earnings"
X Link 2025-10-08T16:19Z 13.7K followers, [----] 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 13.7K 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 13.7K followers, 22K 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 13.7K followers, 18K engagements
"Intel NVLink Fusion CPU prob gona be ready before Qualcomm's LOL. Also Samsung AI ASIC"
X Link 2025-10-13T23:53Z 13.7K followers, 83.4K engagements
"Marvell you better take market share from Astera Labs in switching. OCP has placed a golden oppertunity in front of u. Dont fk up ESUN"
X Link 2025-10-14T00:22Z 13.7K followers, [----] engagements
"FEC symbol [--] is excellent. Credo finally has serious competition"
X Link 2025-10-14T21:57Z 13.7K followers, 21.5K engagements
"Active retimed backplane 🤡"
X Link 2025-10-15T16:27Z 13.7K followers, [----] engagements
"CPO is more reliable than tranceivers. Pluggable lasers no wirebonds and tight integration enables this. Anyone who says CPO is unreliable does not know what they talking about. Germainium photodiodes screened at wafer level. Epoxy for fiber attach solved problem. CPO RELIABLE https://t.co/LV6TPEUMul https://t.co/LV6TPEUMul"
X Link 2025-10-15T16:59Z 13.7K followers, 15.1K engagements
"Uh. Why is the AMD Helios rack full of Nvidia tranceivers"
X Link 2025-10-15T19:54Z 13.7K followers, 140.4K 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 13.7K followers, 18.6K engagements
"Behold my unhinged $INTC position. Please Trump says something unhinged"
X Link 2025-10-16T15:58Z 13.7K followers, 26.9K 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 13.7K followers, 60.2K engagements
"Behold Sandisk and PureStorage bull case"
X Link 2025-10-16T16:47Z 13.7K followers, 34.3K engagements
"Pretty bullish Bloom Energy"
X Link 2025-10-16T19:06Z 13.7K followers, 14.6K 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 13.7K followers, 32.7K engagements
"TRAINIUM STRIKES AGAIN Ruh roh for AWS. New from @eugenekim222 https://t.co/XU9wuhDnlv Ruh roh for AWS. New from @eugenekim222 https://t.co/XU9wuhDnlv"
X Link 2025-10-16T22:23Z 13.7K followers, 20.6K engagements
"ToC of upcoming OCP post. Quick update on AMD thing. Some of you taking this way too seriously. NV transceivers in Helios demo rack manufactured Sep [----] over [--] yr ago. Prob old comp analysis parts and someone made hilarious mistake. Literally does not matter. Just funny. Uh. Why is the AMD Helios rack full of Nvidia tranceivers https://t.co/9km3Zkw725 Uh. Why is the AMD Helios rack full of Nvidia tranceivers https://t.co/9km3Zkw725"
X Link 2025-10-17T03:31Z 13.7K followers, [----] engagements
"GLP1 is miracle drug. Im legit not hungry at all"
X Link 2025-10-18T04:48Z 13.7K followers, [----] engagements
"More evidence Trainum is complete dogshit"
X Link 2025-10-21T22:00Z 13.7K followers, [----] engagements
"Held all my degen $INTC calls. Have some covered calls against $AVGO but whatever. Will deal with that tmrw"
X Link 2025-10-23T20:42Z 13.7K followers, [----] engagements
"OCP Global Summit 2025: Irrational Recap https://open.substack.com/pub/irrationalanalysis/p/ocp-global-summit-2025-irrationalr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/irrationalanalysis/p/ocp-global-summit-2025-irrationalr=28k8q1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-24T20:09Z 13.7K followers, [----] engagements
"NAND is the most degenerate sub-sector within semis. It gona get so much more crazy before we get the inevitable 90% drawdown"
X Link 2025-10-24T21:42Z 13.7K followers, 14.3K engagements
"The more I hear about Nvidia Grace performance the more bullish I get for Intel NVLink Fusion x86 CPU. Jensen seems to have realized the ARM V2 cores are compete garbage. Stopgap solution (and hedge) needed before Vera custom cores"
X Link 2025-10-26T20:32Z 13.7K followers, 30.6K engagements
"Interesting todays bullshit announcement is in earnings quite period"
X Link 2025-10-27T16:00Z 13.7K followers, [----] engagements
"Redefining high-performance connectivity by showing ZERO data. 🙈 At @OpenComputePrj [----] Marvell and @Jabil unveiled the TX9190 co-packaged optics switchintegrating liquid cooling to enable scalable energy-efficient AI infrastructure. Learn how this CPO system is redefining high-performance connectivity in @ServeTheHomes coverage: https://t.co/G35GCFjPoU At @OpenComputePrj [----] Marvell and @Jabil unveiled the TX9190 co-packaged optics switchintegrating liquid cooling to enable scalable energy-efficient AI infrastructure. Learn how this CPO system is redefining high-performance connectivity"
X Link 2025-10-28T03:45Z 13.7K followers, 18.4K engagements
"I take key life lessons from video games. (prob not a good thing but why lie) Dishonored (2012) taught me two things. 1) There are many fates worse than death. 2) Revenge solves everything. Never trust managment. Never blindly hold RSU or ESPP. Take control of your future"
X Link 2025-10-28T19:02Z 13.7K followers, [----] engagements
"I wonder how many of the 30K Amazon layoffs gona be Trainium group lol"
X Link 2025-10-29T06:06Z 13.7K followers, [----] engagements
"Called it. According to reports from Korean media Micron may face difficulties supplying HBM4 to Nvidia even next year. The reason is that Micron is reportedly struggling to meet Nvidias performance requirements from its key customer and has begun a redesign process. This redesign could According to reports from Korean media Micron may face difficulties supplying HBM4 to Nvidia even next year. The reason is that Micron is reportedly struggling to meet Nvidias performance requirements from its key customer and has begun a redesign process. This redesign could"
X Link 2025-10-29T09:21Z 13.7K followers, 31.9K 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 13.7K followers, 10K engagements
"Excited to go up or down $100K next week. $LITE $QCOM $ANET earnings gona be interesting. Might botch all three but whatever. Trimmed $LITE but still long. Gona tripple down on $QCOM puts. Prob throw $10-20K into $ANET puts"
X Link 2025-10-31T21:13Z 13.7K followers, [----] engagements
"Half done. Should be ready by next weekend"
X Link 2025-11-01T20:38Z 13.7K followers, [----] engagements
"0% share [----] lol. I was at 20% Not great for Qualcomm. Latest reporting from @markgurman "In the fall the company will release new Apple Watches and iPhones as usual. The iPhone [--] Pro models will drop Qualcommm modems for Apple's own C1 chip." https://t.co/7g8l4YFc7B Not great for Qualcomm. Latest reporting from @markgurman "In the fall the company will release new Apple Watches and iPhones as usual. The iPhone [--] Pro models will drop Qualcommm modems for Apple's own C1 chip." https://t.co/7g8l4YFc7B"
X Link 2025-11-02T17:57Z 13.7K followers, 25K engagements
""Innovative in-house logic node based on DRAM process" 🤡🤡🤡🤡🤡 LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7 LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7"
X Link 2025-11-03T11:37Z 13.7K followers, 16.7K engagements
"LUMENTUM CEO JUST SAID YIELDS OF InP UP SO MUCH THEY ADDING 40% MORE CAPACITY NEXT YEAR. LETS GOOOOOO"
X Link 2025-11-04T22:10Z 13.7K followers, 12.4K engagements
"How is it possible to fail at 800G tranceivers this many times lol. $AAOI legendary incompetence. 🤡"
X Link 2025-11-06T22:17Z 13.7K followers, 12.9K engagements
"Somehow went from underperforming $SMH by 2.7% to outperforming by 3% today. Happy Friday to all the haters and losers who doubt engineering-driven investment analysis + unhinged/suicidal risk tolerance"
X Link 2025-11-07T21:03Z 13.7K followers, [----] engagements
"OpenAI please shut the fuck up. Your trail balloons are getting shot down with zeal. Bloomberg: OpenAI has asked the Trump administration to revamp a Chips Act tax credit to help lower the cost of AI infrastructure. Bloomberg: OpenAI has asked the Trump administration to revamp a Chips Act tax credit to help lower the cost of AI infrastructure"
X Link 2025-11-08T01:53Z 13.7K followers, 20.7K engagements
"That feeling when your performance review is tomorrow but you dont need to care. 👌"
X Link 2025-11-11T02:34Z 13.7K followers, 29.5K 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 13.7K followers, [----] engagements
"I have criticized AMD many times but never Dr. Lisa Su. She is legit a galaxy brain. Tried to read her PhD papers but understood nothing. Smart effective competent. Su Bae 😍 AI trade is up this morning on AMD's financial day outlook and AI market remarks and now the skeptics are going after Lisa Su's credibility. She is among the top five most effective no-nonsense and grounded CEOs of the past decade. Stay classy folks. AI trade is up this morning on AMD's financial day outlook and AI market remarks and now the skeptics are going after Lisa Su's credibility. She is among the top five most"
X Link 2025-11-12T16:39Z 13.7K followers, 20.9K engagements
"Tis but a scratch 🤡"
X Link 2025-11-13T17:28Z 13.7K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing