Irrational Analysis

Bridging the gap between the world's most important industry, semiconductors, and business.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

In-depth research on High-Quality Companies and much more.

Bottoming out Twitter@FundaBottom

This newsletter - Eternally Paranoid - is a new newsletter written by two like-minded technologists based in America and Europe who believe in market-driven innovation and seek to add value for busy engineers, executives, analysts, and portfolio managers.

Dive into the global semiconductor investment landscape

Just an outspoken geek in one of the largest organizations, with a side interest in finance, investing and semiconductors.

The Devil is in the Details! Deep dives into computer hardware and software and the wider industry...

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.

GTR

Exploring the intersection of AI, robotics, and the future of humanity.

Wall Street analyst delivering actionable insights on industrial tech stocks in emerging industries, including robotics, drones, optical networking & digital manufacturing. Follow for insights that rival the best sell-side research. Not financial advice.

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time