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The Coming Wave of AI, and How Nvidia Dominates
A basic primer on LLMs, Semiconductors, and Nvidia's three-headed hydra of competition
May 30
•
Doug O'Laughlin
28
5
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The Coming Wave of AI, and How Nvidia Dominates
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Nvidia's Historic Earnings, Jensen is the King of AI
Revenue is expected to increase 52% quarter over quarter. And a writeup on other public AI companies.
May 25
•
Doug O'Laughlin
33
14
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Nvidia's Historic Earnings, Jensen is the King of AI
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Earnings: ENTG, GFS, Alchip, CAMT, Sumco and WAF, AMAT and Tokyo Electron
It's finally nearing the end of earnings season.
May 21
•
Doug O'Laughlin
9
2
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Earnings: ENTG, GFS, Alchip, CAMT, Sumco and WAF, AMAT and Tokyo Electron
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Alphawave's Filings Mishaps
A short overview of what's gone wrong at Alphawave.
May 14
•
Doug O'Laughlin
10
3
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Alphawave's Filings Mishaps
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Mobile Phones (AAPL, QCOM, QRVO, MediaTek, SWKS), POWI, MCHP, ONTO, and SITM
China doesn't look as strong, and analog looks poorly positioned.
May 10
•
Doug O'Laughlin
6
2
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Mobile Phones (AAPL, QCOM, QRVO, MediaTek, SWKS), POWI, MCHP, ONTO, and SITM
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Automotive Semiconductors (STM, WOLF, MBLY, ON), Intel and AMD, and RMBS
Automotive is not as bad as feared
May 4
•
Doug O'Laughlin
11
2
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Automotive Semiconductors (STM, WOLF, MBLY, ON), Intel and AMD, and RMBS
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April 2023
JNPR, SLAB, TXN, SK Hynix and Samsung, BESI, KLAC, MXL, ASMI,
Earnings Season Continues!
Apr 30
•
Doug O'Laughlin
3
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JNPR, SLAB, TXN, SK Hynix and Samsung, BESI, KLAC, MXL, ASMI,
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ASML, Lam Research, STX, Nordic Semi, and SMCI
Earnings are in full swing
Apr 24
•
Doug O'Laughlin
8
2
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ASML, Lam Research, STX, Nordic Semi, and SMCI
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TSMC Earnings, CDW says IT Spending is Weak, and Further Networking Weakness
Earnings season kicks off with TSMC.
Apr 20
25
4
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TSMC Earnings, CDW says IT Spending is Weak, and Further Networking Weakness
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Samsung Cuts Capacity and TSMC Monthly Revenue
Some thoughts on positioning, I'm concerned now.
Apr 18
•
Doug O'Laughlin
6
7
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Samsung Cuts Capacity and TSMC Monthly Revenue
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AI Foundations Part 1: Transformers, Pre-Training and Fine-Tuning, and Scaling
I'm getting up to speed on AI, and I thought I would take you all along.
Apr 11
•
Doug O'Laughlin
50
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AI Foundations Part 1: Transformers, Pre-Training and Fine-Tuning, and Scaling
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The Optics Aren't Good
Lumentum shines some light on the space, It's not good.
Apr 6
•
Doug O'Laughlin
8
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The Optics Aren't Good
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