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The Death of Intel: When Boards Fail
Pat lost his seat because of an incompetent board. Let's meet them.
Dec 5, 2024
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Doug O'Laughlin
164
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The Death of Intel: When Boards Fail
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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
Apr 4, 2024
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Doug O'Laughlin
158
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The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling
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11
2025 AI & Semiconductor Outlook
O3 and what's next. Marginal costs are coming for tech companies.
Jan 3
•
Doug O'Laughlin
and
Alpha Hunter
125
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2025 AI & Semiconductor Outlook
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65
Capital Cycles and AI
What is a capital cycle and why AI is building the mother of all capital cycles
Jan 13
•
Doug O'Laughlin
107
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Capital Cycles and AI
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1
DeepSeek: Is this Jevon's Cope?
Just how much can price change sentiment?
Jan 29
•
Doug O'Laughlin
101
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DeepSeek: Is this Jevon's Cope?
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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
May 19
•
Doug O'Laughlin
97
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China's Race to The Bottom: Margin Zero
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13
Liberation Day and The New World Order
Superpower Suicide Continues. I think I'll call it L Day for Short
Apr 3
89
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Liberation Day and The New World Order
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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.
Jan 16, 2024
•
Doug O'Laughlin
107
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AI Industry Structure and Business Model: What Inning is It?
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3
Recessions and Semiconductors
Yes a pod is blowing up somewhere. We are in a regime shift.
Mar 12
•
Doug O'Laughlin
70
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Recessions and Semiconductors
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11
Earnings: TSMC, ASML, AEHR, Telecom
It's probably peak lithography for ASML. TSMC flexes pricing power, and AEHR.
Oct 20, 2024
•
Doug O'Laughlin
65
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Earnings: TSMC, ASML, AEHR, Telecom
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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?
Jan 2, 2024
•
Doug O'Laughlin
80
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Semiconductor Outlook 2024: AI's Adolescence
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5
AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
This is my earnings overview for the Hyperscalers, AMD, and thoughts specifically on FPGAs.
May 5, 2024
•
Doug O'Laughlin
51
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AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
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