Irrational Analysis
@insane_analyst
Engineering-Driven Investment Analysis
105 Following 51.4K Followers
@mingfang1979 Hey hey the value is in fabs... Which will be... Underutilized in downturn.
Lol.
Good for my Samsung shares, bad for entire semis industry. DRAM so fucked.
OCP Global Summit 2026: Irrational Recap
ER of 3 dB and TDECQ of almost 3 dB is bad. Note the scope waveform averaging. This is cheating. Several companies pulled this bullshit at the show and I am obligated to shit on them all. DO NOT USE SCOPE WAVEFORM AVERAGING THIS IS CHEATING.
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@insane_analyst Do you have a picture? I forgot to snap one
WIP model here. I don't think their claim of 100 mW lasers is possible. Especially given the very poor extinction ratio and TDECQ they showed live on the expo show floor.
My math on the Innolight Open CXP live demo not adding up so wanted to double check an assumption and.... I get my own post as a citation. Shit lol.
My math on the Innolight Open CXP live demo not adding up so wanted to double check an assumption and.... I get my own post as a citation. Shit lol.
Visual approximation of my mood rn.
@Interestingna11 @insane_analyst @god this is a good time to confess that I fed your bio fractal into codex as one of many visual inspiration for their 'create a pet' feature and the app just zeroed in on the fractal and ignored the other ideas, now this guy bops around on my screen sometime...
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This is absolutely outrageous. A verified account with 18.5K followers is impersonating me. Setting aside how this account managed to get verified in the first place, this scammer is sending DMs to my followers while pretending to be me. Please take immediate action to resolve this. @X @Support
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Seriously this stuff tastes like mikdly sweet water but is 15%.Its amazing.
@TBU12345678 plz rate my artwork
I wonder if $CBRS sub $100 is possible by EOY.
This is one of the named ppl pressing shorts.
Also Jane Street one of the firms rumored to be self-immolating this week. Perhapse those uktra fast tokens did not save them. Rumor list is VARA, JS, HRT. None confirmed.
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Cerebras insiders watching stock implode before lockup.
(my degen book is down $280K // 15.1% today, virtual hug friends 🫂)
Honestly can't wait for next earnings call. Gona be a spectacle.
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So happy I delevered fully Monday evening.
Made the rest of this week so much more relaxing and entertaining.
It sounds like some of the big fish are delevering late. Happy Friday friends.
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Hmmmmm... was it just VC firms?
Coreweave should trade at 1-4x book value.
Even after all the implosion its still at 7.6x book lmao.
$SMTC sounded confident about the next two years but conservatively guided growth in line with the industry in 2029 and 2030.
More importantly, we came away impressed with the team's technical chops.
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Ironically today was the most fun day of OCP and I spent zero time at the conference.
Semtech analyst day followed by Avicina visit. Its going to take a few weeks to write because NDA stuff and frankly lot of material to cover. Lets just say I have strong opinions, weakly held.
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@TBU12345678 plz rate my artwork
