Fabricated Knowledge

Fabricated Knowledge

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Oracle and Animal Spirits
Oracle's result is the second most impactful earnings result this cycle. And I think it's a critical turning point.
13 hrs ago • 
Doug O'Laughlin
71
7
Lagging Edge will have a Permanent Glut
The direction is clear, the lagging edge with exposure to Chinese markets will have a glut.
Sep 4 • 
Doug O'Laughlin
76
8
Foundry Idea(s)
Not one but two foundry ideas today.
Aug 25 • 
Doug O'Laughlin
24
10
Most Popular
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The Death of Intel: When Boards Fail
Dec 5, 2024 • Doug O'Laughlin
169
5
The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling
Apr 4, 2024 • Doug O'Laughlin
158
11
2025 AI & Semiconductor Outlook
Jan 3 • Doug O'Laughlin and Alpha Hunter
125
65
Capital Cycles and AI
Jan 13 • Doug O'Laughlin
107
1
DeepSeek: Is this Jevon's Cope?
Jan 29 • Doug O'Laughlin
101
10
China's Race to The Bottom: Margin Zero
May 19 • Doug O'Laughlin
99
15
Intel's One True Stakeholder is Here
What an Intel with Government help would look like.
Aug 15 • 
Doug O'Laughlin
106
11
Earnings: Hyperscalers, AMD, ALAB, ANET
Aug 11 • 
Doug O'Laughlin
19
Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR
Was way too late on AEHR
Jul 25 • 
Doug O'Laughlin
19
16
Software Follow Up
Let's refine the thesis. Sorry guys, the net cope means I'm probably going to be right.
Jul 15 • 
Doug O'Laughlin
20
1
AI is Creating Peak Software, Media is the Best Analogy
Jul 10 • 
Doug O'Laughlin
82
13
A Conversation with Val Bercovici about Disaggregated Prefill / Decode
Learn about one of the biggest trends in Inference.
Jul 7 • 
Doug O'Laughlin
77
5
47:04
Renesas's Wolfspeed Bath and Micron Earnings
Musashi, Renesas and WOLF, and Micron
Jun 30 • 
Doug O'Laughlin
18
5
Fabricated Knowledge
Fabricated Knowledge
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
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