Irrational Analysis

Irrational Analysis has 44 stock analyses indexed on RhinoInvestory, covering 20 companies across Consumer Discretionary, Financials, Information Technology. Published Oct 2023 – Aug 2026.

Sectors Covered

Consumer Discretionary Financials Information Technology

Countries Covered

Israel Netherlands Taiwan UK US

Stock Analyses by Irrational Analysis

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

Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal

NVIDIA ($NVDA) • 2025-09-19

Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp

NVIDIA ($NVDA) • 2025-08-22

Aehr and Micron Catch-Up Note

• 2025-07-19

Marvell and Intel Catch-Up Note

Intel ($INTC) • 2025-07-06

Marvell Managment is Bluffing Bank of America Securities

Bank of America ($BAC) • 2025-06-15

NVLink Fusion: Jensen Murders UALink with Galaxy-Brain Strategy

Strategy ($MSTR) • 2025-05-22

Qualcomm Q2 FY25: Apple Modem Timeline Accelerated

Qualcomm ($QCOM) • 2025-05-02