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Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
The first week of earnings lends us confirmation bias, and additional fears of export restrictions.
Jul 21
•
Doug O'Laughlin
18
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Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
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5
Automotive: Rev Your Engines
AEHR, ACLS, and an important piece of legislation makes me think that the time is now for Automotive Semiconductors.
Jul 12
•
Doug O'Laughlin
22
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Automotive: Rev Your Engines
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15
An Interview with Wes Cummins, CEO of Applied Digital
Listen now | How Crypto Datacenters are becoming AI Factories.
Jul 9
•
Doug O'Laughlin
27
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An Interview with Wes Cummins, CEO of Applied Digital
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42:59
Fabricated Knowledge Q2 2024 Quarterly Review
Here's everything that happened this quarter, and some thoughts and ideas.
Jul 2
•
Doug O'Laughlin
55
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Fabricated Knowledge Q2 2024 Quarterly Review
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9
June 2024
Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)
Jun 28
•
Doug O'Laughlin
25
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Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
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Crypto Datacenters NAV
Crypto miners have an interesting new NAV case
Jun 11
•
Doug O'Laughlin
30
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Crypto Datacenters NAV
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4
Marvell Earnings
Results look fine, the market is not digging it. I think a closer look makes sense.
Jun 4
•
Doug O'Laughlin
24
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Marvell Earnings
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6
The Internet as You Know It Is Dying
Humans are not alone on the internet anymore. That will change the Internet as you know it.
Jun 2
•
Doug O'Laughlin
185
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The Internet as You Know It Is Dying
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34
May 2024
An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office
Listen now (62 mins) | How the CHIPS Program office plans to divert the future of Semiconductors back to America
May 29
•
Doug O'Laughlin
25
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An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office
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1:01:50
Nvidia Earnings Overview: Networking in Focus
The AI giant continues to climb the wall of worry, and we have the first quarter of networking revenue broken out of results.
May 27
•
Doug O'Laughlin
65
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Nvidia Earnings Overview: Networking in Focus
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6
Earnings Subsystems (MKSI, ICHR, UCTT), Semicap (ONTO, CAMT, AMAT, TOELY), and SiTime
The final week of earnings other than Nvidia.
May 19
•
Doug O'Laughlin
26
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Earnings Subsystems (MKSI, ICHR, UCTT), Semicap (ONTO, CAMT, AMAT, TOELY), and SiTime
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Optics Earnings (FN, ANET, COHR, LITE, AAOI)
An interesting idea at the end from the industry read through.
May 11
•
Doug O'Laughlin
20
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Optics Earnings (FN, ANET, COHR, LITE, AAOI)
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