Cerebras Supernova 2026: Irrational Recap
Some useful information. Meaningful progress.
Irrational Analysis
Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
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Latest posts
Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers
'Tis but a scratch.
Coherent Q4 FY26 Earnings
The opposite of Lumentum.
Lumentum Q4 FY26 Earnings
Massive alpha in plain sight... poorly explained by management.
CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad
Mish-mash of topics.
[Market Memo] Orange Man Attempted Chinese Transceiver Ban
A not-so-gentle prod to the hypsercalers.
[Market Memo] A tale of two heroes.
Be aware of the situation.
Preview of a new war between Apple and Qualcomm
A very interesting earnings call.
Stranded Indium-Phosphide
Degenerate stupid idea.
Practical Semiconductor Optical Amplifiers (SOA)
Interesting niche.