Archive - Fabricated Knowledge

The Three Tariff Problem

Chaos and complexity in a global supply chain

Apr 29 •

Doug O'Laughlin

Earnings: INTC, STM, TXN, VRT, LRCX and More

A very quick round up of earnings

Apr 28 •

Doug O'Laughlin

Where is the Tariff Pull Forward?

A brief overview of TSMC and then a conversation of supply chains and inventory orders

Apr 22 •

Doug O'Laughlin

MRVL-IFX Deal and Intel Silver Lake Deal

A quick update about two deals, and why something seems up at Marvell.

Apr 14 •

Doug O'Laughlin

After the Fallout: Yields Spiral

Yields, Tariffs, and Semiconductors

Apr 11 •

Doug O'Laughlin

Liberation Day and The New World Order

Superpower Suicide Continues. I think I'll call it L Day for Short

Apr 3

CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid

This is a shorter piece talking about some of the cross currents in markets right now.

Apr 2 •

Doug O'Laughlin

March 2025

February 2025

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts