Irrational Analysis
@insane_analyst
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Engineering-Driven Investment Analysis
Bay Area Cesspit
Joined March 2024
Me finally understanding the critical design flaw that has two unviable solutions and one risky solution durring tapeout sign off meeting.
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Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp
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Ok not tonight. Massive scope creep.
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Fabrinet call sounds good for Tower. Seems like there is a SiPho shortage.
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Funny Bay Area story. On Friday I thought I went on a casual lunch date. Turns out it was not a date. I am an idiot and she is a lesbian.
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What is the book value of a Trump card? Glofo trades at 1.6x P/B and is frankly a much worse buisness.
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RT @ibab: Two things pose an existential risk to humanity: Superintelligent AI and human stupidity; and I’m not so sure about the AI.
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True semiconductor nerds will understand this reference.
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RT @firstadopter: Is this the track record and resume of a person that should be making the critical decisions about the future of America'….
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RT @firstadopter: The Wall Street guy who made every wrong decision possible keeps making wrong decisions. He needs to go.
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RT @bucketshopcap: All this mental energy wasted on software businesses which are usually no-moat shitcos. Buy semis instead. Even the tr….
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What if we bring Gelsinger back as Intel CEO. Replace Yearry with Lip-Bu Tan for board chair.
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