[unfinished draft] It's the dataflow, stupid.

Groq is bigger than Mellanox.

[unfinished draft] It's the dataflow, stupid. Groq is bigger than Mellanox. Irrational Analysis Feb 27, 2026 163 11 14 Share Irrational Analysis is heavily invested in the semiconductor industry. Positions will change over time and are regularly updated. Opinions are authors own and do not represent past, present, and/or future employers. All content published on this newsletter is based on public information and independent research conducted since 2011. This newsletter is not financial advice and readers should always do their own research before investing in any security. Feel free to conta

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