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Earnings Recap So Far (And Ideas)
Memory rips, Intel doesn't move on anything near term, and more
Oct 28 • 
Doug OLaughlin
40:31
Will Eatherton: How Cisco Plans to Compete in the AI Datacenter
Listen now (41 mins) | How does Cisco plan to make a dent in the all important AI market.
Oct 27 • 
Doug OLaughlin
Where We Go From Here
A sober look at the potential trajectory of a bubble.
Oct 2 • 
Doug OLaughlin
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The Death of Intel: When Boards Fail
Dec 5, 2024 • Doug O'Laughlin
The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling
Apr 4, 2024 • Doug O'Laughlin
2025 AI & Semiconductor Outlook
Jan 3 • Doug O'Laughlin and Alpha Hunter
Capital Cycles and AI
Jan 13 • Doug O'Laughlin
Oracle and Animal Spirits
Sep 15 • Doug O'Laughlin
China's Race to The Bottom: Margin Zero
May 19 • Doug O'Laughlin
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.
Sep 15 • 
Doug O'Laughlin
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
Foundry Idea(s)
Not one but two foundry ideas today.
Aug 25 • 
Doug O'Laughlin
Intel's One True Stakeholder is Here
What an Intel with Government help would look like.
Aug 15 • 
Doug O'Laughlin
Earnings: Hyperscalers, AMD, ALAB, ANET
Aug 11 • 
Doug O'Laughlin
Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR
Was way too late on AEHR
Jul 25 • 
Doug O'Laughlin
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
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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