Irrational Analysis (@insane_analyst) 's Twitter Profile
Irrational Analysis

@insane_analyst

Engineering-Driven Investment Analysis

ID: 1772469987279839232

linkhttp://irrationalanalysis.substack.com calendar_today26-03-2024 03:46:18

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Irrational Analysis (@insane_analyst) 's Twitter Profile Photo

Marvell you better take market share from Astera Labs in switching. OCP has placed a golden oppertunity in front of u. Dont fk up ESUN.

Citrini (@citrini7) 's Twitter Profile Photo

my favorite new conspiracy theory is that Dylan Patel and Dwarkesh Patel are the same person. everyone conspiring they’re related hasn’t taken it far enough.

Irrational Analysis (@insane_analyst) 's Twitter Profile Photo

CPO is more reliable than tranceivers. Pluggable lasers, no wirebonds, and tight integration enables this. Anyone who says CPO is unreliable does not know what they talking about. Germainium photodiodes screened at wafer level. Epoxy for fiber attach solved problem. CPO RELIABLE