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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.
Nov 30
•
Doug O'Laughlin
26
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Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators
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OpenAI Boardroom Battle: Safety First
When Move Fast and Break Things Fail. The AI Safety Schism within OpenAI.
Nov 19
•
Doug O'Laughlin
50
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OpenAI Boardroom Battle: Safety First
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11
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle.
Nov 15
•
Doug O'Laughlin
42
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Semiconductor Cycles: Industrial and EVs
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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.
Nov 9
•
Doug O'Laughlin
9
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Earnings Season Post (ANET, AMKR, RMBS, LSCC, AMD, Advantest, SLAB, QCOM, QRVO, ENTG, SITM, ACLS, MCHP)
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SiC as a Dog (Part 2)
Silicon Carbide is looking sickly yet again. This time it's not Tesla but end markets, particularly industrial.
Nov 2
•
Doug O'Laughlin
26
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SiC as a Dog (Part 2)
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October 2023
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.
Oct 31
•
Doug O'Laughlin
10
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Halloween Earnings Season 🎃 (Hyperscalers, TXN, VICR, SK Hynix, KLAC, MXL, INTC, AWE, ACMR, BESI)
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Weekly Earnings (ASML, LRCX, TSMC, Nanya)
TSMC reported stronger than expected results, and the transition year ahead for Semicap players
Oct 23
•
Doug O'Laughlin
12
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Weekly Earnings (ASML, LRCX, TSMC, Nanya)
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8
October Restrictions Implications
Sparknotes for a complex topic, this is my first pass and my opinion and understanding can change
Oct 18
•
Doug O'Laughlin
5
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October Restrictions Implications
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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?
Oct 16
•
Doug O'Laughlin
82
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Lessons from History: The Rise and Fall of the Telecom Bubble
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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
Oct 8
•
Doug O'Laughlin
11
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October Restrictions, AEHR Earnings, TSMC Monthly Revenue, and Intel's PSG Spin
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An Update with Rajesh Vashist of SiTime
Listen now | Epoch, Timing Markets, SoC Focus, and an update from SiTime's CEO, Rajesh Vashist
Oct 2
•
Doug O'Laughlin
38:17
8
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An Update with Rajesh Vashist of SiTime
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September 2023
Chinese Semiconductor Beneficiary
The EV wave is big for Chinese lagging edge. One of the largest beneficiaries is bullish.
Sep 27
•
Doug O'Laughlin
13
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Chinese Semiconductor Beneficiary
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3
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