Irrational Analysis
@insane_analyst
Engineering-Driven Investment Analysis
Joined March 2024
105 Following 50.4K Followers
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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