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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.
 • 
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
Automotive (NXPI, IFX) Optics (FN, COHR), MKSI, MPWR, ACLS, SLAB, RMBS, ARM
Automotive bad, Optical good, Rambus has a breather, SLAB puts a bottom in. And more!
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Doug O'Laughlin
KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
Another week of earnings
 • 
Doug O'Laughlin
1
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