HeyJaredIrrational 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.
- Indexed issues, last 90 days
- 13
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 30, 2026
Latest issues
Q3 2026 Consolidated Holdings, Performance, and Ideas (opens the original)
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Irrational Analysis is heavily invested in the semiconductor industry.Positions will change over time and are regularly updated.Opinions are authors own and do not represent past, present, and/or future employers.All content published on this newsletter is based on public information and independent research conducted since 2011.This newsletter is not financial advice and readers should always do their own research before investing in any security.Feel free to contact me via email at: irrat
[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast (opens the original)
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Irrational Analysis is heavily invested in the semiconductor industry.Positions will change over time and are regularly updated.Opinions are authors own and do not represent past, present, and/or future employers.All content published on this newsletter is based on public information and independent research conducted since 2011.This newsletter is not financial advice and readers should always do their own research before investing in any security.Feel free to contact me via email at: irrat
[Market Memo] Calm Before the IPO Storm (opens the original)
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Irrational Analysis is heavily invested in the semiconductor industry.Positions will change over time and are regularly updated.Opinions are authors own and do not represent past, present, and/or future employers.All content published on this newsletter is based on public information and independent research conducted since 2011.This newsletter is not financial advice and readers should always do their own research before investing in any security.Feel free to contact me via email at: irrat
[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory (opens the original)
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Irrational Analysis is heavily invested in the semiconductor industry.Positions will change over time and are regularly updated.Opinions are authors own and do not represent past, present, and/or future employers.All content published on this newsletter is based on public information and independent research conducted since 2011.This newsletter is not financial advice and readers should always do their own research before investing in any security.Feel free to contact me via email at: irrat
Hot Chips 2026: Irrational Recap (opens the original)
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Irrational Analysis is heavily invested in the semiconductor industry.Positions will change over time and are regularly updated.Opinions are authors own and do not represent past, present, and/or future employers.All content published on this newsletter is based on public information and independent research conducted since 2011.This newsletter is not financial advice and readers should always do their own research before investing in any security.Feel free to contact me via email at: irrat
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