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 | 154 | Founded | 3 years ago | Last Issue | 11 days ago |
| Active | |||||
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irrationalanalysis.substack.comLatest Issues
July NPO/CPO Update: Stupidity Singularity
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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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The King Bleeds, Long Live The King
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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] Hot Summer Topics
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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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Q2 2026 Consolidated Holdings and Performance
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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 June 2026 Earnings
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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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