March [Morgan Stanley TMT] Madness - Irrational Analysis

Summary of conversations with many contacts.

Irrational Analysis is heavily invested in the semiconductor industry. Positions will change over time and are regularly updated. Opinions are authors own and do not represent past, present, and/or future employers. All content published on this newsletter is based on public information and independent research conducted since 2011. This newsletter is not financial advice and readers should always do their own research before investing in any security. Feel free to contact me via email at: irrational_analysis@proton.me Running this hobby newsletter has led to meeting many interesting…

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