An engineering-driven investment newsletter covering semiconductors and optical interconnect, with recaps of conferences like OCP and investor days alongside contrarian stock commentary. Readers get informal, opinionated takes on technologies such as co-packaged optics and 3D XPoint, though the excerpts lean heavily on rough, shorthand notes.
Website: https://irrationalanalysis.substack.com
In-depth analyses of technology companies and sub-industries, focused on AI, semiconductors, cloud, software and ad tech. Issues combine expert interviews, alternative data and earnings previews to argue where value is shifting in the AI stack.
Big Technology is an independent newsletter by journalist Alex Kantrowitz covering big tech and its effects on society, largely through interviews with tech executives and analysts. Recent issues cover Google's frontier AI push, robotics progress at Rivian's Mind Robotics, and the scale of the AI infrastructure buildout.
SemiAnalysis is a paid research newsletter covering semiconductors and their business implications, including datacenter buildout, chip manufacturing equipment, and AI policy. Each issue offers deep-dive analysis with forecasts, supply-chain detail, and data models for investors and industry professionals.
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