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Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators
Nvidia surprised everyone with a boring result! Applied Materials is an overreaction.
 • 
Doug O'Laughlin
7
OpenAI Boardroom Battle: Safety First
When Move Fast and Break Things Fail. The AI Safety Schism within OpenAI.
 • 
Doug O'Laughlin
11
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle.
 • 
Doug O'Laughlin
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The Tech Monopolies Go Vertical
 • Doug O'Laughlin
12
The Coming Wave of AI, and How Nvidia Dominates
 • Doug O'Laughlin
7
ARM IPO Breakdown
 • Doug O'Laughlin
4
Lessons from History: The Rise and Fall of the Telecom Bubble
 • Doug O'Laughlin
20
Semiconductor Cycles: Industrial and EVs
 • Doug O'Laughlin
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Earnings Season Post (ANET, AMKR, RMBS, LSCC, AMD, Advantest, SLAB, QCOM, QRVO, ENTG, SITM, ACLS, MCHP)
Industrial is finally having it's inventory correction.
 • 
Doug O'Laughlin
3
SiC as a Dog (Part 2)
Silicon Carbide is looking sickly yet again. This time it's not Tesla but end markets, particularly industrial.
 • 
Doug O'Laughlin
9
Halloween Earnings Season 🎃 (Hyperscalers, TXN, VICR, SK Hynix, KLAC, MXL, INTC, AWE, ACMR, BESI)
Welcome to the Halloween Earnings Edition 🎃 It's a spooky time in markets.
 • 
Doug O'Laughlin
2
Weekly Earnings (ASML, LRCX, TSMC, Nanya)
TSMC reported stronger than expected results, and the transition year ahead for Semicap players
 • 
Doug O'Laughlin
8
October Restrictions Implications
Sparknotes for a complex topic, this is my first pass and my opinion and understanding can change
 • 
Doug O'Laughlin
1
Lessons from History: The Rise and Fall of the Telecom Bubble
The Internet and Telecom bubble. Lessons in leverage, rates, and a smattering of fraud. What can we learn from that period to compare it to today?
 • 
Doug O'Laughlin
20
October Restrictions, AEHR Earnings, TSMC Monthly Revenue, and Intel's PSG Spin
October restrictions redux, Intel's PSG is worth $4-5 a share, and AEHR has a blowup quarter
 • 
Doug O'Laughlin
1
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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