Irrational Analysis
Substack newsletter · by Irrational Analysis · English
- Audience
- 23K subscribers
- Shown publicly on Substack
- Publishing
- Weekly
- 14 posts indexed in the last 90 days
- Last post
- Oct 7, 2026
- 22 days ago
- Likely audience
- Semiconductor industry analysts
- Inferred from post content
Momentum
#174 on Substack's Technology leaderboard
From daily snapshots of Substack's public figures · how rising is measured
Irrational Analysis is a Substack newsletter by Irrational Analysis covering Semiconductor industry, SerDes technology and semiconductor supply chain. NewsletterFIT indexed 14 posts from it in the last 90 days, most recently on Oct 7, 2026. Shown publicly on Substack: 23K subscribers. It ranks #174 on Substack's Technology leaderboard.
Topics
- Semiconductor industry
- SerDes technology
- semiconductor supply chain
- Optical communications
- Investor relations
Recent posts
- Marvell 2026…
- Practical Parametric…
- Q3 2026…
- [Emergency Lunch-Hour…
- [Market Memo]…
- [Market Memo]…
Sponsors detected
No sponsored posts detected in the last 180 days of indexed posts.
Detected automatically from posts marked as sponsored. Detection can miss or misread placements.
See the full picture on Irrational Analysis
Subscriber momentum over time, every detected sponsor with the source post, companies and people it mentions, guests, and an alert when any of it changes.
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Compiled from public pages · refreshed Oct 12, 2026 · How NewsletterFIT collects and labels data