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Irrational Analysis

Publishes engineering-driven investment analysis, with particular attention to technology, semiconductors, and the economics behind public companies.

https://irrationalanalysis.substack.com/

Mentions67
Posts17
Latest post19 Oct 2026
Semtech CorporationOCP Global Summit 2026: Irrational Recap-19 Oct 2026
MACOM Technology Solutions Holdings, Inc.OCP Global Summit 2026: Irrational Recap-19 Oct 2026
Credo Technology Group Holding LtdOCP Global Summit 2026: Irrational Recap-19 Oct 2026
Micron Technology, Inc.The Tragedy of 3D XPoint (AKA Intel Optane AKA Micron QuantX)-11 Oct 2026
Intel CorporationThe Tragedy of 3D XPoint (AKA Intel Optane AKA Micron QuantX)-11 Oct 2026
Cerebras Systems Inc.Q3 2026 Consolidated Holdings, Performance, and Ideas-1 Oct 2026
Quantum CorporationQ3 2026 Consolidated Holdings, Performance, and Ideas-1 Oct 2026
Credo Technology Group Holding LtdQ3 2026 Consolidated Holdings, Performance, and Ideas-1 Oct 2026
Coherent Corp.[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast-21 Sept 2026
Credo Technology Group Holding Ltd[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory-14 Sept 2026
Apple Inc.[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory-14 Sept 2026
QUALCOMM Incorporated[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory-14 Sept 2026
NVIDIA CorporationHot Chips 2026: Irrational Recap-6 Sept 2026
BE Semiconductor Industries N.V.Hot Chips 2026: Irrational Recap-6 Sept 2026
Samsung Electronics Co., Ltd.Hot Chips 2026: Irrational Recap-6 Sept 2026
Cerebras Systems Inc.Cerebras Supernova 2026: Irrational Recap-19 Aug 2026
Aeva Technologies, Inc.Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers-18 Aug 2026
Lumentum Holdings Inc.Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers-18 Aug 2026
NVIDIA CorporationIntel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers-18 Aug 2026
Intel CorporationIntel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers-18 Aug 2026
Coherent Corp.Coherent Q4 FY26 Earnings-14 Aug 2026
Lumentum Holdings Inc.Coherent Q4 FY26 Earnings-14 Aug 2026
Lumentum Holdings Inc.Lumentum Q4 FY26 Earnings-12 Aug 2026
American Tower CorporationCBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
Advanced Micro Devices, Inc.CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
Semtech CorporationCBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
Lumentum Holdings Inc.CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
Applied Optoelectronics, Inc.CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
NVIDIA CorporationCBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
AXT, Inc.CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
Wolfspeed, Inc.CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
Aehr Test Systems, Inc.CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
Nokia Oyj[Market Memo] Orange Man Attempted Chinese Transceiver Ban-5 Aug 2026
Ciena Corporation[Market Memo] Orange Man Attempted Chinese Transceiver Ban-5 Aug 2026
Sandisk Corporation[Market Memo] Orange Man Attempted Chinese Transceiver Ban-5 Aug 2026
Tower Semiconductor Ltd.[Market Memo] Orange Man Attempted Chinese Transceiver Ban-5 Aug 2026
Fabrinet[Market Memo] Orange Man Attempted Chinese Transceiver Ban-5 Aug 2026
Coherent Corp.[Market Memo] Orange Man Attempted Chinese Transceiver Ban-5 Aug 2026
Lumentum Holdings Inc.[Market Memo] Orange Man Attempted Chinese Transceiver Ban-5 Aug 2026
Applied Optoelectronics, Inc.[Market Memo] Orange Man Attempted Chinese Transceiver Ban-5 Aug 2026
Kioxia Holdings Corporation[Market Memo] A tale of two heroes.-1 Aug 2026
Aehr Test Systems, Inc.[Market Memo] A tale of two heroes.-1 Aug 2026
Tower Semiconductor Ltd.[Market Memo] A tale of two heroes.-1 Aug 2026
Cerebras Systems Inc.[Market Memo] A tale of two heroes.-1 Aug 2026
SK hynix Inc.[Market Memo] A tale of two heroes.-1 Aug 2026
Samsung Electronics Co., Ltd.[Market Memo] A tale of two heroes.-1 Aug 2026
Applied Optoelectronics, Inc.[Market Memo] A tale of two heroes.-1 Aug 2026
Nokia Oyj[Market Memo] A tale of two heroes.-1 Aug 2026
Ciena Corporation[Market Memo] A tale of two heroes.-1 Aug 2026
AXT, Inc.[Market Memo] A tale of two heroes.-1 Aug 2026
Semtech Corporation[Market Memo] A tale of two heroes.-1 Aug 2026
Bloom Energy Corporation[Market Memo] A tale of two heroes.-1 Aug 2026
Intel Corporation[Market Memo] A tale of two heroes.-1 Aug 2026
Lumentum Holdings Inc.[Market Memo] A tale of two heroes.-1 Aug 2026
QUALCOMM IncorporatedPreview of a new war between Apple and Qualcomm-30 Jul 2026
Sivers Semiconductors AB (publ)Stranded Indium-Phosphide-25 Jul 2026
Aeva Technologies, Inc.Stranded Indium-Phosphide-25 Jul 2026
Applied Optoelectronics, Inc.Stranded Indium-Phosphide-25 Jul 2026
AXT, Inc.Stranded Indium-Phosphide-25 Jul 2026
Lumentum Holdings Inc.Stranded Indium-Phosphide-25 Jul 2026
Aeva Technologies, Inc.Practical Semiconductor Optical Amplifiers (SOA)-19 Jul 2026
Broadcom Inc.Practical Semiconductor Optical Amplifiers (SOA)-19 Jul 2026
Lumentum Holdings Inc.Practical Semiconductor Optical Amplifiers (SOA)-19 Jul 2026
ams-OSRAM AGJuly NPO/CPO Update: Stupidity Singularity-12 Jul 2026
Coherent Corp.July NPO/CPO Update: Stupidity Singularity-12 Jul 2026
Tower Semiconductor Ltd.July NPO/CPO Update: Stupidity Singularity-12 Jul 2026
Lumentum Holdings Inc.July NPO/CPO Update: Stupidity Singularity-12 Jul 2026