Fabricated Knowledge

Where We Go From Here

A sober look at the potential trajectory of a bubble.

Oct 2 • 

Doug OLaughlin

81

10

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 • 

Doug O'Laughlin

111

20

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 • 

Doug O'Laughlin

78

8

August 2025

Foundry Idea(s)

Not one but two foundry ideas today.

Aug 25 • 

Doug O'Laughlin

25

10

Intel's One True Stakeholder is Here

What an Intel with Government help would look like.

Aug 15 • 

Doug O'Laughlin

109

11

Earnings: Hyperscalers, AMD, ALAB, ANET

Aug 11 • 

Doug O'Laughlin

19

July 2025

Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR

Was way too late on AEHR

Jul 25 • 

Doug O'Laughlin

20

16

Software Follow Up

Let's refine the thesis. Sorry guys, the net cope means I'm probably going to be right.

Jul 15 • 

Doug O'Laughlin

21

1

AI is Creating Peak Software, Media is the Best Analogy

Jul 10 • 

Doug O'Laughlin

85

13

A Conversation with Val Bercovici about Disaggregated Prefill / Decode

Learn about one of the biggest trends in Inference.

Jul 7 • 

Doug O'Laughlin

77

5

47:04

June 2025

Renesas's Wolfspeed Bath and Micron Earnings

Musashi, Renesas and WOLF, and Micron

Jun 30 • 

Doug O'Laughlin

18

5

Semicap Stock Idea

Sponsored by Core Research from SemiAnalysis

Jun 16 • 

Doug O'Laughlin

22

2