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Platform Portability
Uses Substack subdomain (irrationalanalysis.substack.com). Migrating would require subscribers to re-subscribe at a new address.
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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.**.
Data updated 3 months ago
| Public |
| Citrini 3/12/2026 Optics Basket CommentsMostly correct.Mar 12, 2026 | Public |
| [Marvell 3/5/2026 Earnings] Hilarious Short Squeeze Matt Murphy Redemption Arc?Mar 6, 2026 | Public |
| ISSCC 2026 Irrational RecapIncredible Nvidia and Celestial/Marvell PresentationsFeb 19, 2026 | Public |
| [Market Memo] Tower+GloFo Earnings, HBM4 Qualification NoiseMaybe none of the DRAM players know how to use high-speed probe setups.Feb 12, 2026 | Public |
| [2/26 Earnings Roundup] $LITE $COHR $SITM $QCOM $ARMC H A O SFeb 6, 2026 | Public |
| [Market Memo] January is finally over.Crazy volatility.Jan 31, 2026 | Public |
| Practical Datacom LasersLumentum shorts shall be burnt to a crisp.Jan 24, 2026 | Public |
| Intel's Agentic Dumpster-FireA truly shit earnings print and conference call.Jan 23, 2026 | Public |
| Memory MadnessCrazy start to 2026.Jan 16, 2026 | Public |
vs 248 newsletters in Finance
14K places you in the top 25% of newsletters in this category.
Posts per Week
1.0
median: 1.2
Publishing Consistency
68/100
median: 67/100
Subscribers
14K
median: 2K
Irrational Analysis hasn't published recently
Last post was 3 months ago. Growth, revenue and CPM projections assume ongoing activity, so they're hidden until posting resumes.
We don't have enough growth data for Irrational Analysis yet. The average Finance newsletter has 2K subscribers.
Based on 1.1K Finance newsletters tracked
Engagement Rate
0.00%
Finance category average
Quality Score
Engagement vs Finance
0.00%category median
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14K subs
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15K subs
The Tactical Allocation Letter
18K subs
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Publishing Frequency
Previously Weekly
Inactive — last post 3 months agoUsually publishes Fri
Finance Pricing
$13.08/mo median
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Monetization Readiness
Finance newsletters typically start charging at ~3K subscribers
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