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May 2025

NVLink Fusion: Embrace, Extend, Extinguish
When you're the only fabric that's working, might as well extend the moat.
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Doug O'Laughlin
5
China's Race to The Bottom: Margin Zero
Huawei is going to repeat one of the most common playbooks, and semiconductor margins are the target
 • 
Doug O'Laughlin
13
Earnings: AMD, CDW, STRL, ONTO, WOLF, MCHP, SITM
Obvious Tariff Pull Forwards meet positive earnings
 • 
Doug O'Laughlin
6
Earnings: FIX, Advantest, AAPL, MSFT, AMZN, META, MPWR, TOLEY, TER, QRVO
Quick takes (backlog from last week)
 • 
Doug O'Laughlin
1

April 2025

The Three Tariff Problem
Chaos and complexity in a global supply chain
 • 
Doug O'Laughlin
Earnings: INTC, STM, TXN, VRT, LRCX and More
A very quick round up of earnings
 • 
Doug O'Laughlin
3
Where is the Tariff Pull Forward?
A brief overview of TSMC and then a conversation of supply chains and inventory orders
 • 
Doug O'Laughlin
2
MRVL-IFX Deal and Intel Silver Lake Deal
A quick update about two deals, and why something seems up at Marvell.
 • 
Doug O'Laughlin
3
After the Fallout: Yields Spiral
Yields, Tariffs, and Semiconductors
 • 
Doug O'Laughlin
4
Liberation Day and The New World Order
Superpower Suicide Continues. I think I'll call it L Day for Short
6
CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid
This is a shorter piece talking about some of the cross currents in markets right now.
 • 
Doug O'Laughlin
3
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