Irrational Analysis(@insane_analyst):Slowly starting work on the year-end "Irrational Ideas" megapost. Looking for suggestions on what to include. Rules are simple: 1. No obvious or large-cap (TSMC, Intel, AMD, ASML, ...) 2. Must be dangerous or obscure in some way. 3. Publics only Rules are correlated lol. LMK

Irrational Analysis

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Engineering-Driven Investment Analysis

参加 March 2024

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Irrational Analysis@insane_analyst

2026.09.24 03:32

Slowly starting work on the year-end "Irrational Ideas" megapost. Looking for suggestions on what to include. Rules are simple: 1. No obvious or large-cap (TSMC, Intel, AMD, ASML, ...) 2. Must be dangerous or obscure in some way. 3. Publics only Rules are correlated lol. LMK