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The Coming Wave of AI, and How Nvidia Dominates
A basic primer on LLMs, Semiconductors, and Nvidia's three-headed hydra of competition
 • 
Doug O'Laughlin
5
Nvidia's Historic Earnings, Jensen is the King of AI
Revenue is expected to increase 52% quarter over quarter. And a writeup on other public AI companies.
 • 
Doug O'Laughlin
14
Earnings: ENTG, GFS, Alchip, CAMT, Sumco and WAF, AMAT and Tokyo Electron
It's finally nearing the end of earnings season.
 • 
Doug O'Laughlin
2
Alphawave's Filings Mishaps
A short overview of what's gone wrong at Alphawave.
 • 
Doug O'Laughlin
3
Mobile Phones (AAPL, QCOM, QRVO, MediaTek, SWKS), POWI, MCHP, ONTO, and SITM
China doesn't look as strong, and analog looks poorly positioned.
 • 
Doug O'Laughlin
2
Automotive Semiconductors (STM, WOLF, MBLY, ON), Intel and AMD, and RMBS
Automotive is not as bad as feared
 • 
Doug O'Laughlin
2
April 2023
JNPR, SLAB, TXN, SK Hynix and Samsung, BESI, KLAC, MXL, ASMI,
Earnings Season Continues!
 • 
Doug O'Laughlin
ASML, Lam Research, STX, Nordic Semi, and SMCI
Earnings are in full swing
 • 
Doug O'Laughlin
2
TSMC Earnings, CDW says IT Spending is Weak, and Further Networking Weakness
Earnings season kicks off with TSMC.
4
Samsung Cuts Capacity and TSMC Monthly Revenue
Some thoughts on positioning, I'm concerned now.
 • 
Doug O'Laughlin
7
AI Foundations Part 1: Transformers, Pre-Training and Fine-Tuning, and Scaling
I'm getting up to speed on AI, and I thought I would take you all along.
 • 
Doug O'Laughlin
The Optics Aren't Good
Lumentum shines some light on the space, It's not good.
 • 
Doug O'Laughlin
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