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Irrational Analysis

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Irrational Analysis has 54 stock analyses indexed on RhinoInvestory, covering 29 companies across Consumer Discretionary, Financials, Information Technology. Published Oct 2023 – Oct 2026.

Sectors Covered

Consumer DiscretionaryFinancialsInformation Technology

Countries Covered

Cayman IslandsIsraelNetherlandsTaiwanUKUSUnited States

Stock Analyses by Irrational Analysis

OCP Global Summit 2026: Irrational Recap

Semtech ($SMTC) • 2026-10-19

The Tragedy of 3D XPoint (AKA Intel Optane AKA Micron QuantX)

Intel ($INTC) • 2026-10-11

Marvell 2026 Investor Day: Irrational Recap

Marvell Technology ($MRVL) • 2026-10-07

Practical Parametric Yield

Cerebras Systems ($CBRS) • 2026-10-04

[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast

Coherent ($COHR) • 2026-09-21

[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory

Qualcomm ($QCOM) • 2026-09-14

Cerebras Supernova 2026: Irrational Recap

Cerebras Systems ($CBRS) • 2026-08-19

Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers

Intel ($INTC) • 2026-08-18

Coherent Q4 FY26 Earnings

Coherent ($COHR) • 2026-08-14

Lumentum Q4 FY26 Earnings

Lumentum Holdings ($LITE) • 2026-08-12

CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad

Wolfspeed ($WOLF) • 2026-08-09

Preview of a new war between Apple and Qualcomm

Qualcomm ($QCOM) • 2026-07-30

Intel is still cheap on price/book value.

Intel ($INTC) • 2026-04-24

March [Morgan Stanley TMT] Madness

Morgan Stanley ($MS) • 2026-03-05

Intel's Agentic Dumpster-Fire

Intel ($INTC) • 2026-01-23

Truly Irrational: Nvidia/Groq Deal

NVIDIA ($NVDA) • 2025-12-24

Thanksgiving Thoughts: TPU VS NVDA, AVGO, MediaTek, Intel Foundry

Intel ($INTC) • 2025-11-28

Qualcomm Q4 2025 Earnings Preview

Qualcomm ($QCOM) • 2025-10-28

Partial Mea Culpa: Sandisk and Marvell

SanDisk ($SNDK) • 2025-10-01

Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH

• 2025-09-26