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irrationalanalysis.substack.com
6
posts in the last 30 days ·
See all subdomains of substack.com
[Market Memo] $INTC $QCOM $WOLF $ON $NVTS $ASML $TER $AXTI $BE $LITE $COHR $TSEM $
AIXA.AS
$
268A.T
irrationalanalysis.substack.com
·
14h
·
Substack
Power Semis Part 2: SiC vs GaN,
Wolfspeed
10KV
irrationalanalysis.substack.com
·
5d
·
Substack
Intel is still
cheap
on price/book value.
irrationalanalysis.substack.com
·
6d
·
Substack
Power
Semis
,
800V
DC, and GaN Mini-Note
irrationalanalysis.substack.com
·
1w
·
Substack
Long Memory, Short [Android]
Smartphone
irrationalanalysis.substack.com
·
2w
·
Substack
It's just money. It's made up.
irrationalanalysis.substack.com
·
3w
·
Substack
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