Irrational Analysis @insane_analyst
Engineering-Driven Investment Analysis irrationalanalysis.substack.com Bay Area Cesspit Joined March 2024-
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Halfway done with the re-write. Small sample for now.
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Something going on behind the scenes. I have a lot of re-writeing to get thru this weekend.
Irrational Analysis retweeted
To all the inference providers out there
Irrational Analysis retweeted
How it felt when I upgraded my first stock
Irrational Analysis retweeted
@sama Smarter! I can go for a nice walk or something it's okay.
Irrational Analysis retweeted
today's state of mtum
Irrational Analysis retweeted
If you're selling NVDA b/c of AVGO results, you shouldn't pick stocks. The index is your friend.
Good morning (sold calls at 35.1)
Barclays seems to have copied someone else's homework.
Barclays seems to have copied someone else's homework.
I need to update this meme now that $AVGO is going up so much after earnings.
Ok OpenAI must have pulled in their ASIC. Please satan I have 315c. Let me doge IV crush this one time.
So is Softbank going crazy with Izanagi...?
Treasury, Super, Easy, Money == $TSEM (this is a joke, I also own shit ton shares)
Also long ARM, short MRVL.
It would be funny if $CRDO market cap surpasses $MRVL within the next year.
$MRVL
Irrational Analysis retweeted
This is what happens when you try to use the Amazon Basics of GPUs in production.
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