Fabricated Knowledge
Subscribe
Sign in
Home
Meetings
Archive
Leaderboard
About
Latest
Top
Discussions
Capital Cycles and AI
What is a capital cycle and why AI is building the mother of all capital cycles
Jan 13
•
Doug O'Laughlin
90
Share this post
Fabricated Knowledge
Capital Cycles and AI
Copy link
Facebook
Email
Notes
More
1
2025 AI & Semiconductor Outlook
O3 and what's next. Marginal costs are coming for tech companies.
Jan 3
•
Doug O'Laughlin
and
Alpha Hunter
114
Share this post
Fabricated Knowledge
2025 AI & Semiconductor Outlook
Copy link
Facebook
Email
Notes
More
65
December 2024
Scaling Laws Meet Economics, but Adoption is still Accelerating
Economics is the primary Scaling Constraint, and despite it ChatGPT usage is hitting real scale.
Dec 19, 2024
•
Doug O'Laughlin
55
Share this post
Fabricated Knowledge
Scaling Laws Meet Economics, but Adoption is still Accelerating
Copy link
Facebook
Email
Notes
More
4
The Death of Intel: When Boards Fail
Pat lost his seat because of an incompetent board. Let's meet them.
Dec 5, 2024
•
Doug O'Laughlin
157
Share this post
Fabricated Knowledge
The Death of Intel: When Boards Fail
Copy link
Facebook
Email
Notes
More
5
November 2024
Happy Thanksgiving Semicap & Semiconductors
Export controls are a buying event
Nov 29, 2024
•
Doug O'Laughlin
and
Alpha Hunter
22
Share this post
Fabricated Knowledge
Happy Thanksgiving Semicap & Semiconductors
Copy link
Facebook
Email
Notes
More
1
NVIDIA: Waiting on Blackwell, and the Networking Question
A brief update on Fabricated Knowledge, and then an update on Nvidia.
Nov 21, 2024
•
Doug O'Laughlin
63
Share this post
Fabricated Knowledge
NVIDIA: Waiting on Blackwell, and the Networking Question
Copy link
Facebook
Email
Notes
More
9
Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR
Read throughs for the entire space.
Nov 11, 2024
12
Share this post
Fabricated Knowledge
Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR
Copy link
Facebook
Email
Notes
More
2
The Rise of Amazon's Trainium 2
The second real hyperscaler custom silicon program will make big waves in the semiconductor industry. Amazon is waking up.
Nov 4, 2024
•
Doug O'Laughlin
50
Share this post
Fabricated Knowledge
The Rise of Amazon's Trainium 2
Copy link
Facebook
Email
Notes
More
3
Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC
Nov 4, 2024
•
Doug O'Laughlin
14
Share this post
Fabricated Knowledge
Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC
Copy link
Facebook
Email
Notes
More
6
October 2024
Earnings: TXN, LRCX, MXL, SK Hynix, TER, BESI
Better than feared for Lam, Telecom is ripping off the bottom.
Oct 27, 2024
•
Doug O'Laughlin
13
Share this post
Fabricated Knowledge
Earnings: TXN, LRCX, MXL, SK Hynix, TER, BESI
Copy link
Facebook
Email
Notes
More
13
Idea in Smartphones
A few things make me think that it's time.
Oct 22, 2024
•
Doug O'Laughlin
22
Share this post
Fabricated Knowledge
Idea in Smartphones
Copy link
Facebook
Email
Notes
More
6
Earnings: TSMC, ASML, AEHR, Telecom
It's probably peak lithography for ASML. TSMC flexes pricing power, and AEHR.
Oct 20, 2024
•
Doug O'Laughlin
65
Share this post
Fabricated Knowledge
Earnings: TSMC, ASML, AEHR, Telecom
Copy link
Facebook
Email
Notes
More
14
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
