Hot Chips 2024: Irrational Recap
Irrational Analysis is heavily invested in the semiconductor industry.Please check the ‘about’ page for a list of active positions.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...
Hot Chips 2024: Irrational Recap
Irrational Analysis is heavily invested in the semiconductor industry.Please check the ‘about’ page for a list of active positions.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...
Cerebras S-1 Initial Analysis
Irrational Analysis is heavily invested in the semiconductor industry.Please check the ‘about’ page for a list of active positions.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...
Cerebras S-1 Initial Analysis
Irrational Analysis is heavily invested in the semiconductor industry.Please check the ‘about’ page for a list of active positions.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...
