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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.
Mar 25
•
Doug O'Laughlin
16
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Micron's Earnings and Broadcom's Accelerators
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Jensen's World: Compressing Reality
AI factories, digital twins, and why Nvidia is winning the AI race
Mar 19
•
Doug O'Laughlin
56
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Jensen's World: Compressing Reality
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9
Factors and Semiconductors
A friendly warning. Momentum is outperforming all factors this year, and Semiconductors are a large part of that.
Mar 8
•
Doug O'Laughlin
22
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Factors and Semiconductors
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1
Why HBM is the Hottest Thing in Memory
How a new memory technology is transforming the industry. Plus further ideas behind the paywall.
Mar 3
•
Doug O'Laughlin
70
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Why HBM is the Hottest Thing in Memory
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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
Feb 22
•
Doug O'Laughlin
46
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Finding the Sweet Spot: Nvidia's Goldilocks Quarter
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Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)
Another week of earnings
Feb 21
•
Doug O'Laughlin
17
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Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)
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WTF is going on at SuperMicro? (SMCI)
Anatomy of a gamma squeeze.
Feb 16
•
Doug O'Laughlin
70
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WTF is going on at SuperMicro? (SMCI)
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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!
Feb 12
•
Doug O'Laughlin
14
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Automotive (NXPI, IFX) Optics (FN, COHR), MKSI, MPWR, ACLS, SLAB, RMBS, ARM
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KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
Another week of earnings
Feb 6
•
Doug O'Laughlin
16
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KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
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January 2024
Intel 18A is in Sight, Does it Matter?
Intel is now in the valley again. Also thoughts on AMD and LSCC and FPGAs.
Jan 29
•
Doug O'Laughlin
32
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Intel 18A is in Sight, Does it Matter?
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TSMC, SMCI, Texas Instruments, AWE, ASML, and LRCX
Its the first week of earnings, and it's already a busy one.
Jan 28
•
Doug O'Laughlin
19
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TSMC, SMCI, Texas Instruments, AWE, ASML, and LRCX
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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
•
Doug O'Laughlin
100
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AI Industry Structure and Business Model: What Inning is It?
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