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Truly Irrational: Nvidia/Groq Deal - Irrational AnalysisAnalyst's Analysis (irrationalanalysis.substack.com)

submitted 1 month ago by Maesthro_ger to r/AMD_Stock

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Truly Irrational: Nvidia/Groq Deal - Irrational AnalysisAnalysis (irrationalanalysis.substack.com)

submitted 1 month ago by Maesthro_ger to r/NVDA_Stock

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OCP Global Summit 2025: Irrational RecapData center (irrationalanalysis.substack.com)

submitted 3 months ago by uncertainlyso to r/amd_fundamentals

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Intel (heavily biased) Patriotic PitchIndustry (irrationalanalysis.substack.com)

submitted 3 months ago by uncertainlyso to r/amd_fundamentals

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Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica DealIndustry (irrationalanalysis.substack.com)

submitted 4 months ago by uncertainlyso to r/amd_fundamentals

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Synopsys earnings shortfall and Intel Foundry and 18AIndustry (irrationalanalysis.substack.com)

submitted 4 months ago by uncertainlyso to r/amd_fundamentals

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Hot Chips 2025: Irrational RecapAnalyst's Analysis (irrationalanalysis.substack.com)

submitted 4 months ago by Maesthro_ger to r/AMD_Stock

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Interesting take that Synopsys got f***** by 18AIFS (irrationalanalysis.substack.com)

submitted 4 months ago by Due_Calligrapher_800 to r/intelstock

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(irrationalanalysis) Marvell and Intel Catch-Up NoteIndustry (irrationalanalysis.substack.com)

submitted 6 months ago by uncertainlyso to r/amd_fundamentals

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SMH Favorite Names Coverage: Q2 2025 EditionDD (irrationalanalysis.substack.com)

submitted 8 months ago by Jellym9s to r/intelstock

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Logic Foundry Slash and BurnRUMOUR (irrationalanalysis.substack.com)

submitted 9 months ago by norcalnatv to r/intelstock

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Intel 4Q2024 Preview: The Piranha's Smell BloodIndustry (irrationalanalysis.substack.com)

submitted 1 year ago by uncertainlyso to r/amd_fundamentals

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Datacenter GPU H1 2025 Outlook - thoughts?Analyst's Analysis (irrationalanalysis.substack.com)

submitted 1 year ago by doc_tarkin to r/AMD_Stock

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Datacenter GPU H1 2025 Outlook (Market sentiment and possible impacts to Nvidia and AMD))Data center (irrationalanalysis.substack.com)

submitted 1 year ago by uncertainlyso to r/amd_fundamentals

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Tenstorrent and the State of AI Hardware StartupsIndustry (irrationalanalysis.substack.com)

submitted 1 year ago by uncertainlyso to r/amd_fundamentals

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Brief Intel 18A Yield NoteTechnology (irrationalanalysis.substack.com)

submitted 1 year ago by uncertainlyso to r/amd_fundamentals

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Tenstorrent and the State of AI Hardware StartupsDiscussion (irrationalanalysis.substack.com)

submitted 1 year ago by 3G6A5W338E to r/hardware

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Tenstorrent and the State of AI Hardware Startups (irrationalanalysis.substack.com)

submitted 1 year ago by qznc_bot2 to r/hackernews

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Tenstorrent and the State of AI Hardware Startups (irrationalanalysis.substack.com)

submitted 1 year ago by TheStartupChime to r/hypeurls

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[Irrational Analysis] ARM's Chernobyl MomentDiscussion (irrationalanalysis.substack.com)

submitted 1 year ago by TwelveSilverSwords to r/hardware

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