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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“Thorough, fundamental research which is timely and well written on a misunderstood sector of the market.”
Anon, Brevarthan Research
“Every LP in the world should be begging Doug to run a semiconductor fund.”
Dylan Patel, SemiAnalysis
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