Irrational Analysis(@insane_analyst):Checked overnight market. Damn lol. Guess I need to stay up another hr to push leverage in premarket. Prob size up WOLF and AAOI. Re-enter Enphase. Maybe re-enter NVTS. Concerned dumb ppl falling for Navitas CEO TAM bullshit. Their SiC is garbage. Only GaN portfolio of value.

Irrational Analysis

@insane_analyst

Engineering-Driven Investment Analysis

Joined March 2024

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Irrational Analysis@insane_analyst

2026.06.15 07:13

Checked overnight market. Damn lol. Guess I need to stay up another hr to push leverage in premarket. Prob size up WOLF and AAOI. Re-enter Enphase. Maybe re-enter NVTS. Concerned dumb ppl falling for Navitas CEO TAM bullshit. Their SiC is garbage. Only GaN portfolio of value.