# updated views — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover updated views.

Page: <https://rssamplifier.com/topics/updated-view>  
Feed: <https://rssamplifier.com/topics/updated-view.md>

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## [Cerebras Supernova 2026: Irrational Recap](https://irrationalanalysis.substack.com/p/cerebras-supernova-2026-irrational)

_2026-08-19 · Irrational Analysis · Irrational Analysis_

Some useful information. Meaningful progress.

## [Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers](https://irrationalanalysis.substack.com/p/intel-cpo-group-is-alive-very-interesting)

_2026-08-18 · Irrational Analysis · Irrational Analysis_

'Tis but a scratch.

## [Coherent Q4 FY26 Earnings](https://irrationalanalysis.substack.com/p/coherent-q4-fy26-earnings)

_2026-08-14 · Irrational Analysis · Irrational Analysis_

The opposite of Lumentum.

## [Lumentum Q4 FY26 Earnings](https://irrationalanalysis.substack.com/p/lumentum-q4-fy26-earnings)

_2026-08-12 · Irrational Analysis · Irrational Analysis_

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](https://irrationalanalysis.substack.com/p/cbrs-update-wolfnvts-lawsuit-hbf)

_2026-08-09 · Irrational Analysis · Irrational Analysis_

Mish-mash of topics.

## [\[Market Memo\] Orange Man Attempted Chinese Transceiver Ban](https://irrationalanalysis.substack.com/p/market-memo-orange-man-attempted)

_2026-08-05 · Irrational Analysis · Irrational Analysis_

A not-so-gentle prod to the hypsercalers.

## [\[Market Memo\] A tale of two heroes.](https://irrationalanalysis.substack.com/p/market-memo-a-tale-of-two-heroes)

_2026-08-01 · Irrational Analysis · Irrational Analysis_

Be aware of the situation.

## [Preview of a new war between Apple and Qualcomm](https://irrationalanalysis.substack.com/p/preview-of-a-new-war-between-apple)

_2026-07-30 · Irrational Analysis · Irrational Analysis_

A very interesting earnings call.

## [Stranded Indium-Phosphide](https://irrationalanalysis.substack.com/p/stranded-indium-phosphide)

_2026-07-25 · Irrational Analysis · Irrational Analysis_

Degenerate stupid idea.

## [Watch Chovy Code Live (Sponsored)](https://crawlproof.com/a/Sew7INj8lO3v)

_2026-07-25 · **Sponsored**_

Join live coding streams with real-time collaborative screen sharing, open source and free.

## [Practical Semiconductor Optical Amplifiers (SOA)](https://irrationalanalysis.substack.com/p/practical-semiconductor-optical-amplifiers)

_2026-07-19 · Irrational Analysis · Irrational Analysis_

Interesting niche.