Fabricated Knowledge

Nvidia should buyback stock

A quick take into earnings

May 19 • Doug O'Laughlin

27

1

2

April 2026

Engels' Pause and the Permanent Underclass

The first permanent underclass, and what that would look like today.

Apr 15 • Doug O'Laughlin

200

5

20

February 2026

Another Conversation with Val Bercovici Memory Markets

General chatter about memory, agents, and more!

Feb 16 • Doug O'Laughlin

53

3

6

27:31

January 2026

The Death of Software 2.0 (A Better Analogy!)

The age of PDF is over. The time of markdown has begun. Why Memory Hierarchies are the best analogy for how software must change. And why Software it's…

Jan 16 • Doug OLaughlin

218

19

18

2026 AI & Semiconductor Outlook

A wee bit late, and a bit different this year.

Jan 7 • Doug OLaughlin

153

13

13

December 2025

Lessons from History: The Great Railroad Buildout

History doesn't rhyme, it just repeats itself with increasingly strained analogies

Dec 17, 2025 • Doug OLaughlin

126

3

17

November 2025

Market Volatility: Some Thoughts

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

Nov 24, 2025 • Doug OLaughlin

23

2

1

October 2025

Earnings Recap So Far (And Ideas)

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

Oct 28, 2025 • 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, 2025 • Doug OLaughlin

30

1

40:31

Where We Go From Here

A sober look at the potential trajectory of a bubble.

Oct 2, 2025 • Doug OLaughlin

88

11

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, 2025 • Doug O'Laughlin

116

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, 2025 • Doug O'Laughlin

81

8

1