Irrational Analysis
Engineering-Driven Investment Analysis **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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 144 | Founded | 3 years ago | Last Issue | 11 days ago |
| Active | |||||
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irrationalanalysis.substack.comLatest Issues
5/8/26 Earnings Roundup: $ON $FN $LITE $NVTS $AMD $ARM $COHR $SITM $AAOI $CRWV $GFS
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Irrational Analysis is heavily invested in the semiconductor industry.
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Positions will change over time and are regularly updated.
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Opinions are authors own and do not represent past, present, and/or future employers.
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All c...
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Cerebras $CBRS Equity Research Report -- 2026 Edition
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Irrational Analysis is heavily invested in the semiconductor industry.
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Positions will change over time and are regularly updated.
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Opinions are authors own and do not represent past, present, and/or future employers.
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All c...
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[Market Memo] $INTC $QCOM $WOLF $ON $NVTS $ASML $TER $AXTI $BE $LITE $COHR $TSEM $AIXA.AS $268A.T
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Irrational Analysis is heavily invested in the semiconductor industry.
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Positions will change over time and are regularly updated.
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Opinions are authors own and do not represent past, present, and/or future employers.
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All c...
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Power Semis Part 2: SiC vs GaN, Wolfspeed 10KV
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Irrational Analysis is heavily invested in the semiconductor industry.
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Positions will change over time and are regularly updated.
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Opinions are authors own and do not represent past, present, and/or future employers.
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All c...
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Intel is still cheap on price/book value.
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Irrational Analysis is heavily invested in the semiconductor industry.
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Positions will change over time and are regularly updated.
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Opinions are authors own and do not represent past, present, and/or future employers.
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All c...
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Engineering-Driven Investment Analysis
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