Irrational Analysis
Daud's ScoutEngineering-Driven Investment Analysis™ -- Don't let "fundamentals" weigh you down. (┛ಠ_ಠ)┛彡┻━┻ **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 53 | Subscribers | Read | irrationalanalysis.substack.com |
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Latest Issues
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ARM's Chernobyl Moment
* Irrational Analysis is heavily invested in the semiconductor industry.
Extrapolating ASML and TSMC Earnings
* Irrational Analysis is heavily invested in the semiconductor industry.
Cerebras ($CBRS.O) Equity Research Report
* Irrational Analysis is heavily invested in the semiconductor industry.
AMD Advancing AI 2024 and Astera Labs PCIe Switch Over-hype
* Irrational Analysis is heavily invested in the semiconductor industry.
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Authors
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Did I ever tell you the definition of insanity?
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