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ChatGPT o1 (Strawberry) and Memory
This is going to be a two part piece. I'm going to do a long bit on memory, and a brief bit on strawberry.
Sep 16
•
Doug OLaughlin
44
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ChatGPT o1 (Strawberry) and Memory
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1
Hotchips Conference Sparknotes
Didn't attend Hotchips? Here's everything you need to know.
Sep 3
•
Doug OLaughlin
14
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Hotchips Conference Sparknotes
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August 2024
Earnings Preview (Nvidia and Marvell)
Marvell and Nvidia previews. Watch out for Nvidia margins!
Aug 28
•
Doug OLaughlin
30
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Earnings Preview (Nvidia and Marvell)
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16
Intel Missed the Party, while AMD's ZT Systems is the Bet to Stay in the Game
A conversation about Intel and AMD and missing platform shifts.
Aug 25
•
Doug OLaughlin
89
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Intel Missed the Party, while AMD's ZT Systems is the Bet to Stay in the Game
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6
Earnings: ALGM, LRCX, TOLEY, NVMI, ONTO
plus a lot of smaller blurbs this earnings season.
Aug 15
•
Doug OLaughlin
10
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Earnings: ALGM, LRCX, TOLEY, NVMI, ONTO
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Earnings: ON, LSCC, RMBS, AMKR, ANET, AMD
Lightning round for earnings.
Aug 7
•
Doug OLaughlin
14
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Earnings: ON, LSCC, RMBS, AMKR, ANET, AMD
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5
MARKETS AND SEMICONDUCTORS
All caps for the circuit break in Korea. What is happening in markets, and how does that impact Semiconductors?
Aug 5
•
Doug OLaughlin
56
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MARKETS AND SEMICONDUCTORS
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6
The ROI of AI (It's a Dollar Auction)
The hardest question in the world is starting to impact share prices. What exactly is the ROI of AI?
Aug 1
•
Doug O'Laughlin
65
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The ROI of AI (It's a Dollar Auction)
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3
July 2024
Earnings: NXPI, CDNS, TXN, SLAB, Alphawave, TSEM, KLAC, SK Hynix, MXL, STM, ASMI, VRT, UCTT
China is surprisingly good. Automotive is mixed, and Industrial surprises to the downside.
Jul 28
•
Doug O'Laughlin
18
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Earnings: NXPI, CDNS, TXN, SLAB, Alphawave, TSEM, KLAC, SK Hynix, MXL, STM, ASMI, VRT, UCTT
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5
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
19
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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
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