Substacks recommended by Irrational Analysis

Recommended by Irrational Analysis

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.

The Edge of Automation

By Joe Ryu

Exploring the intersection of AI, robotics, and the future of humanity.

Chips and Cheese

The Devil is in the Details! Deep dives into computer hardware and software and the wider industry...

Fabricated Knowledge

By Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Citrini Research

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

Best Anchor Stocks

By Leandro

In-depth research on High-Quality Companies and much more.

SemiAnalysis

By Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

OutspokenGeek

Just an outspoken geek in one of the largest organizations, with a side interest in finance, investing and semiconductors.

BEP Research

By Ben Pouladian

AI infrastructure research for serious investors — semiconductors, optical interconnects, software, and systems-level thinking on the plays that matter before Wall Street catches on.

Eternally Paranoid

By Jack Huang and Omer Cheema

This newsletter - Eternally Paranoid - is a new newsletter written by two like-minded technologists based in America and Europe who believe in market-driven innovation and seek to add value for busy engineers, executives, analysts, and portfolio managers.

FUNDA

By FundaAI

FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI

Nomad Semi

By Moore Morris

Dive into the global semiconductor investment landscape

The Asianometry Newsletter

By Jon Y

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

Industrial Tech Stock Analyst

By Austin Bohlig

Wall Street analyst delivering actionable insights on industrial tech stocks in emerging industries, including robotics, drones, optical networking & digital manufacturing. Follow for insights that rival the best sell-side research. Not financial advice.