Irrational Analysis
SubstackArticles
44
Companies covered
22
Sectors
3
Countries
3
Research Articles
Preview of a new war between Apple and Qualcomm
Jul 30, 2026
Intel is still cheap on price/book value.
Apr 24, 2026
March [Morgan Stanley TMT] Madness
Mar 5, 2026
Intel's Agentic Dumpster-Fire
Jan 23, 2026
Truly Irrational: Nvidia/Groq Deal
Dec 24, 2025
Qualcomm Q4 2025 Earnings Preview
Oct 28, 2025
Partial Mea Culpa: Sandisk and Marvell
Oct 1, 2025
Qualcomm is out of time.
Sep 18, 2025
Synopsys is probably a buy.
Sep 13, 2025
Aehr and Micron Catch-Up Note
Jul 19, 2025
Marvell and Intel Catch-Up Note
Jul 6, 2025
Intel Q1 FY25 Earnings: Napalm Kitchen Sink
Apr 25, 2025
MAKE INTEL GREAT AGAIN
Mar 13, 2025
Intel 4Q2024 Preview: The Piranha's Smell Blood
Jan 15, 2025
CES 2025: The Death of Intel Products
Jan 9, 2025
[4QCY24] Marvell, Broadcom, Micron
Dec 20, 2024
Brief Intel 18A Yield Note
Dec 8, 2024
[3Q2024] Qorvo, Onto, AMD, Intel
Nov 1, 2024
Extrapolating ASML and TSMC Earnings
Oct 20, 2024
Qualcomm should not buy any subset of Intel.
Sep 22, 2024
Nvidia Blackwell Delay Note
Aug 4, 2024
NASDAQ:ARM is Comically Undervalued
May 23, 2024
Everything is (not) fine at Intel
Apr 3, 2024
Broadcom 2024 AI Infrastructure Day
Mar 23, 2024
[Q1 CY24] Micron's HBM Party
Mar 23, 2024
[Q1 CY2024] Marvell and Broadcom
Mar 8, 2024
Intel's Terrifying Future
Jan 27, 2024
The Curious Case of NASDAQ:ARM's Low Float
Dec 20, 2023
[Q4 CY23] Intel, Lattice, AMD, Qualcomm
Nov 2, 2023
