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Irrational Analysis newsletter by Irrational Analysis: latest issues, cadence and price

by Irrational Analysis · Substack · Free · weekly · last issue Nov 6, 2026 · Active

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Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**.

Fri Nov 61 issue

Tue Nov 32 issues

Fri Oct 301 issue

Wed Oct 281 issue

Sat Oct 241 issue

Mon Oct 191 issue

Sun Oct 111 issue

Wed Oct 71 issue

Sun Oct 41 issue

Thu Oct 11 issue

Mon Sep 211 issue

Sun Sep 201 issue

Mon Sep 141 issue

Sun Sep 61 issue

Wed Aug 191 issue

Tue Aug 181 issue

Fri Aug 141 issue

Wed Aug 121 issue

Sun Aug 91 issue

Wed Aug 51 issue

Sat Aug 11 issue

Thu Jul 301 issue

Sat Jul 251 issue

Sun Jul 191 issue

31 issues on file since Jun 13, 2026; every one is in its own archive ↗.

About this newsletter

Photo

None found, so the logo or initials show. Photos come from Wikimedia Commons or official company pages, never LinkedIn or image search.

Free or paid

Free on Substack. 0% of its latest 12 issues are for paying subscribers (from its public archive, checked weekly).

Issues per week, last 26 weeks

weekly, measured over the last six months (or since the feed's oldest issue)

Issues by month

Writes about

Tech business and strategy (23), Chips and infrastructure (6), AI research (2) in the last six months.

More on tech business and strategy

History

Listed on Newsletters Sep 25, 2026. No changes to its feed, price, platform, status or cadence since.