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The Death of Intel: When Boards Fail
Pat lost his seat because of an incompetent board. Let's meet them.
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Doug O'Laughlin
5
The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling
Copper, Cooling, and Compute Density: The Pillars of Nvidia's Data Center Vision
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Doug O'Laughlin
11
2025 AI & Semiconductor Outlook
O3 and what's next. Marginal costs are coming for tech companies.
 • 
Doug O'Laughlin
 and 
Alpha Hunter
65
Capital Cycles and AI
What is a capital cycle and why AI is building the mother of all capital cycles
 • 
Doug O'Laughlin
1
DeepSeek: Is this Jevon's Cope?
Just how much can price change sentiment?
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Doug O'Laughlin
10
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
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Doug O'Laughlin
13
Liberation Day and The New World Order
Superpower Suicide Continues. I think I'll call it L Day for Short
6
AI Industry Structure and Business Model: What Inning is It?
If LLMs are the next internet, it's early. Also a detailed competitive analysis between hyperscalers and Nvidia.
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Doug O'Laughlin
3
Recessions and Semiconductors
Yes a pod is blowing up somewhere. We are in a regime shift.
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Doug O'Laughlin
11
AI is Creating Peak Software, Media is the Best Analogy
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Doug O'Laughlin
12
Earnings: TSMC, ASML, AEHR, Telecom
It's probably peak lithography for ASML. TSMC flexes pricing power, and AEHR.
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Doug O'Laughlin
14
Semiconductor Outlook 2024: AI's Adolescence
Its time to jog your memory. We've gone through the downturn, what does an upturn look like?
 • 
Doug O'Laughlin
5
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