Fabricated Knowledge

Market Volatility: Some Thoughts

The long overdue correction is here. I think it's a bit more technical than you previously thought.

3 hrs ago • 

Doug OLaughlin

6

1

October 2025

Earnings Recap So Far (And Ideas)

Memory rips, Intel doesn't move on anything near term, and more

Oct 28 • 

Doug OLaughlin

39

21

1

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

28

1

40:31

Where We Go From Here

A sober look at the potential trajectory of a bubble.

Oct 2 • 

Doug OLaughlin

85

10

1

September 2025

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

115

20

5

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

81

8

1

August 2025

Foundry Idea(s)

Not one but two foundry ideas today.

Aug 25 • 

Doug O'Laughlin

27

10

1

Intel's One True Stakeholder is Here

What an Intel with Government help would look like.

Aug 15 • 

Doug O'Laughlin

112

11

7

Earnings: Hyperscalers, AMD, ALAB, ANET

Aug 11 • 

Doug O'Laughlin

20

July 2025

Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR

Was way too late on AEHR

Jul 25 • 

Doug O'Laughlin

21

16

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

21

1

AI is Creating Peak Software, Media is the Best Analogy

Jul 10 • 

Doug O'Laughlin

88

13

5