Irrational Analysis
Publishes 1 feed
Irrational Analysis
Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
10 posts · theirs
Lately
Cerebras Supernova 2026: Irrational Recap
Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers
Coherent Q4 FY26 Earnings
Lumentum Q4 FY26 Earnings
CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad
[Market Memo] Orange Man Attempted Chinese Transceiver Ban
[Market Memo] A tale of two heroes.
Preview of a new war between Apple and Qualcomm
Stranded Indium-Phosphide
Practical Semiconductor Optical Amplifiers (SOA)
Everything on this page was read from markup Irrational Analysis published — a rel="me" link, an h-card, or the feed’s own author element. Nothing was inferred from anywhere else. To correct or remove it, get in touch. Machine-readable: JSON
