Irrational Analysis

Irrational Analysis

Home
Deep-Dives
Moat Tours
Trends
History Pieces
Earnings Roundups
Mini-Analysis
Archive
About
High Voltage, Low Competence
SiC vs GaN , HVDC, and the future of datacenter power.
 • Irrational Analysis
5/8/26 Earnings Roundup: $ON $FN $LITE $NVTS $AMD $ARM $COHR $SITM $AAOI $CRWV $GFS
Violent and entertaining charts.
 • Irrational Analysis
Cerebras $CBRS Equity Research Report -- 2026 Edition
The "clown car that stumbled upon a gold mine" of the AI era.
 • Irrational Analysis
[Market Memo] $INTC $QCOM $WOLF $ON $NVTS $ASML $TER $AXTI $BE $LITE $COHR $TSEM $AIXA.AS $268A.T
Still concerned about stupidity war and macro.
 • Irrational Analysis
Power Semis Part 2: SiC vs GaN, Wolfspeed 10KV
Which is better?
 • Irrational Analysis
Intel is still cheap on price/book value.
Of all the vertical charts, this one is still worth chasing.
 • Irrational Analysis
Power Semis, 800V DC, and GaN Mini-Note
Legit differentiation in a crowded and dogshit market.
 • Irrational Analysis
Long Memory, Short [Android] Smartphone
This feels obvious?
 • Irrational Analysis
It's just money. It's made up.
Why I don't make money from this hobby.
 • Irrational Analysis
Irrational Analysis
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.**
Recommendations
View all 15
Fabricated Knowledge
Fabricated Knowledge
Doug OLaughlin
SemiAnalysis
SemiAnalysis
Dylan Patel
FUNDA
FUNDA
FUNDA
BEP Research
BEP Research
Ben Pouladian
User's avatar
OutspokenGeek
OutspokenGeek

Irrational Analysis

AboutArchiveRecommendationsSitemap
© 2026 Substack Inc · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture