Irrational Analysis
Irrational Analysis has 44 stock analyses indexed on RhinoInvestory, covering 22 companies across Consumer Discretionary, Financials, Information Technology. Published Oct 2023 – Aug 2026.
Sectors Covered
Countries Covered
Stock Analyses by Irrational Analysis
Preview of a new war between Apple and Qualcomm
Qualcomm • Published: 2026-07-30
Intel is still cheap on price/book value.
Intel ($INTC) • Published: 2026-04-24
March [Morgan Stanley TMT] Madness
Morgan Stanley • Published: 2026-03-05
Intel's Agentic Dumpster-Fire
Intel ($INTC) • Published: 2026-01-23
Truly Irrational: Nvidia/Groq Deal
NVIDIA ($NVDA) • Published: 2025-12-24
Thanksgiving Thoughts: TPU VS NVDA, AVGO, MediaTek, Intel Foundry
Intel ($INTC) • Published: 2025-11-28
Qualcomm Q4 2025 Earnings Preview
Qualcomm • Published: 2025-10-28
Partial Mea Culpa: Sandisk and Marvell
SanDisk ($SNDK) • Published: 2025-10-01
Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH
Micron • Published: 2025-09-26
Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal
NVIDIA ($NVDA) • Published: 2025-09-19
Qualcomm is out of time.
Qualcomm • Published: 2025-09-18
Synopsys is probably a buy.
Synopsys • Published: 2025-09-13
Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys
Synopsys • Published: 2025-09-10
Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp
NVIDIA ($NVDA) • Published: 2025-08-22
Aehr and Micron Catch-Up Note
Micron • Published: 2025-07-19
Marvell and Intel Catch-Up Note
Intel ($INTC) • Published: 2025-07-06
Marvell Managment is Bluffing Bank of America Securities
Bank of America ($BAC) • Published: 2025-06-15
NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy
Strategy ($MSTR) • Published: 2025-05-22
Qualcomm Q2 FY25: Apple Modem Timeline Accelerated
Qualcomm • Published: 2025-05-02
