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Hitting the Brakes: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my earnings…
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Doug O'Laughlin
4
TSMC, ASML, VAT Group, and Alphawave Earnings
The first week of earnings is here, it's time to dig in.
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Doug O'Laughlin
Beaten Down Semiconductor Could be AI Play
One broken down company has a shot at being a good investment.
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Doug O'Laughlin
2
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
9
Fabricated Knowledge Quarterly Review
This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly.
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Doug O'Laughlin
2

March 2024

Micron's Earnings and Broadcom's Accelerators
It's all about AI. Micron is proving the memory thesis true, and Broadcom has a new accelerator customer. Also Nvidia's Moat.
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Doug O'Laughlin
8
Jensen's World: Compressing Reality
AI factories, digital twins, and why Nvidia is winning the AI race
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Doug O'Laughlin
9
Factors and Semiconductors
A friendly warning. Momentum is outperforming all factors this year, and Semiconductors are a large part of that.
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Doug O'Laughlin
1
Why HBM is the Hottest Thing in Memory
How a new memory technology is transforming the industry. Plus further ideas behind the paywall.
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Doug O'Laughlin
16

February 2024

Finding the Sweet Spot: Nvidia's Goldilocks Quarter
Not too hot, not too cold: Nvidia is threading the needle with a clean result
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Doug O'Laughlin
Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)
Another week of earnings
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Doug O'Laughlin
1
WTF is going on at SuperMicro? (SMCI)
Anatomy of a gamma squeeze.
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Doug O'Laughlin
2
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