TBU I’d strongly recommend listening to the $VSH earnings call from this morning. Shitty little analog fab, but there were some real tells. Management called out raw material pricing volatility flowing directly into passives and discretes. Book-to-bill is accelerating in MOSFETs and

This is why $ORCL is flying

$AEIS Q1 update: Revenue +26% YoY, EPS +70% YoY, gross margin >40% (record). Datacenter revenue +102% YoY and now a primary growth driver. Company guiding low–mid 20% total revenue growth in 2026, with datacenter expected to grow mid-30%. Management stated demand is stronger

When anyone says bearish on semis, I say Jevons paradox. ;)

Johnson Controls $JCI Q2 Earnings: Sales +8% YoY, organic sales +6%, adjusted EPS +45% YoY. Orders +30% organically, backlog reached a record $20.0B, up 26% organically YoY. Data centers are now a clear growth driver. Management specifically cited strength in data centers and

Every employee at every company in the world is going to have a $100–200/month AI subscription. As obvious as that sounds, it still feels like it needs to be said.

What do you think the cumulative gross earnings opportunity lost by Burry Substack subscribers is? $100M? $1B?

Inference got a hundred times cheaper this year. The compute bill went up anyway. If you understand why those two sentences are both true at the same time, you understand the most important thing happening in AI right now. I work on inference for a living, at Nebius Token Factory, where

Started a position here in $AAOI

Every AI chip consists of key components. If the supply of any component stalls, so can chip production. Introducing our AI Chip Components explorer, which tracks supply and consumption of logic, packaging, and memory to identify the bottlenecks shaping frontier AI compute.

You could probably do well just buying every power semi after an earnings dump and just holding for a year.

I saw Burry's fund results and they were bad. But they were not very volatile. Burry publicly says he is shorting AI stocks using options. When the trade moves against him he says he is adding even more to his short. Based on his fund's results, he might be risking some tiny

Got very bullish $ORCL after the $CRWV shit show and $AKAM print. AI native clouds are supply side businesses. Inference is demand side and lives where workloads already run. Akamai already sits in the path with global distribution and massive enterprise traffic. Turning on

Datacenter developers are increasingly planning projects in unincorporated county land, and it's not an accident. Outside city limits, they can sidestep city council approvals, municipal zoning votes, and urban land-use reviews. This is redrawing the map of where large-scale AI

I think Cerebras opens at $75B+

5/8/26 Earnings Roundup: $ON $FN $LITE $NVTS $AMD $ARM $COHR $SITM $AAOI $CRWV $GFS open.substack.com/pub/irrational…

People keep confusing a bubble with “stocks go up and get overvalued”. A bubble is when when a prevailing trend and a prevailing misconception about that trend interact reflexively, each reinforcing the other until the gap between perception and reality becomes unsustainable. A

Further price hikes from Texas Intruments. $TXN Second round of price increase from analog and power companies is happening.