Irrational Analysis

Irrational Analysis

Home
Deep-Dives
Moat Tours
Trends
History Pieces
Earnings Roundups
Mini-Analysis
Archive
About

Historical

Qualcomm is out of time.
Insufficient diversification progress, impending April 2027 EPS cliff.
Sep 18 • 
Irrational Analysis
70
6
Hot Chips 2025: Irrational Recap
Spicy conference.
Sep 13
59
7
Hot Chips 2024: Irrational Recap
Remember this conference. Bubble gets bigger.
Sep 2, 2024 • 
Irrational Analysis
47
6
[GB200 NVL72] The Mainframe of Doom
ARM's incredible opportunity, at Intel's expense...
Mar 30, 2024 • 
Irrational Analysis
21
12
[V]ery [L]ong [I]ncoherent [W]riteup
Historical context on Groq.
Feb 24, 2024 • 
Irrational Analysis
26
11
Intel's Terrifying Future
A tale of two IDMs...
Jan 27, 2024 • 
Irrational Analysis
3
5
Instruction Sets For Investors
x86 vs ARM (ISA) vs RISC-V
Oct 7, 2023 • 
Irrational Analysis
16
© 2025 Substack Inc
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture