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Software Follow Up
Let's refine the thesis. Sorry guys, the net cope means I'm probably going to be right.
Jul 15
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Doug O'Laughlin
17
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Software Follow Up
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1
AI is Creating Peak Software, Media is the Best Analogy
Jul 10
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Doug O'Laughlin
65
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AI is Creating Peak Software, Media is the Best Analogy
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12
A Conversation with Val Bercovici about Disaggregated Prefill / Decode
Learn about one of the biggest trends in Inference.
Jul 7
•
Doug O'Laughlin
73
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4
47:04
June 2025
Renesas's Wolfspeed Bath and Micron Earnings
Musashi, Renesas and WOLF, and Micron
Jun 30
•
Doug O'Laughlin
16
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Renesas's Wolfspeed Bath and Micron Earnings
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2
Semicap Stock Idea
Sponsored by Core Research from SemiAnalysis
Jun 16
•
Doug O'Laughlin
20
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Semicap Stock Idea
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2
Applied Digital, Defense Semiconductors, and 1998
SCSP (Government and AI) and Applied Digital's Win
Jun 9
•
Doug O'Laughlin
16
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Applied Digital, Defense Semiconductors, and 1998
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6
May 2025
NVLink Fusion: Embrace, Extend, Extinguish
When you're the only fabric that's working, might as well extend the moat.
May 27
•
Doug O'Laughlin
65
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NVLink Fusion: Embrace, Extend, Extinguish
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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
May 19
•
Doug O'Laughlin
97
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China's Race to The Bottom: Margin Zero
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13
Earnings: AMD, CDW, STRL, ONTO, WOLF, MCHP, SITM
Obvious Tariff Pull Forwards meet positive earnings
May 12
•
Doug O'Laughlin
13
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Earnings: AMD, CDW, STRL, ONTO, WOLF, MCHP, SITM
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6
Earnings: FIX, Advantest, AAPL, MSFT, AMZN, META, MPWR, TOLEY, TER, QRVO
Quick takes (backlog from last week)
May 5
•
Doug O'Laughlin
13
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Earnings: FIX, Advantest, AAPL, MSFT, AMZN, META, MPWR, TOLEY, TER, QRVO
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1
April 2025
The Three Tariff Problem
Chaos and complexity in a global supply chain
Apr 29
•
Doug O'Laughlin
60
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The Three Tariff Problem
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Earnings: INTC, STM, TXN, VRT, LRCX and More
A very quick round up of earnings
Apr 28
•
Doug O'Laughlin
14
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Earnings: INTC, STM, TXN, VRT, LRCX and More
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3
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