Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Bottom-Up

<ul><li>Nvidia’s quarter was surprising to me because it was boring. There were a few incremental pieces, but the big news was everything to do with China.</li><li>As you know, there was another round of export restrictions with a myopic focus on AI Accelerators.</li><li>This impacted results and the outlook.</li></ul>

Nvidia’s quarter was surprising to me because it was boring. There were a few incremental pieces, but the big news was everything to do with China.As you know, there was another round of export restrictions with a myopic focus on AI Accelerators.This impacted results and the outlook.

Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators

SPAC Deep Dive, subSPAC

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SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

<ul><li>The evolution of the digital age over the last two decades has seen an uninterrupted growth trajectory for the data center market, with demand being driven by increasing storage and computing requirements, as well as the widespread shift from on-premises infrastructure to cloud solutions.</li><li>Developments in software applications and IT have reshaped the way clients interact with data, instigating a significant expansion of data center inventory.</li><li>As the wheel of progress spins inexorably forward, Fortune 500 companies are turning their gaze toward the vast and uncharted frontier of Artificial Intelligence (AI) and its applications. </li></ul>

The evolution of the digital age over the last two decades has seen an uninterrupted growth trajectory for the data center market, with demand being driven by increasing storage and computing requirements, as well as the widespread shift from on-premises infrastructure to cloud solutions.Developments in software applications and IT have reshaped the way clients interact with data, instigating a significant expansion of data center inventory.As the wheel of progress spins inexorably forward, Fortune 500 companies are turning their gaze toward the vast and uncharted frontier of Artificial Intelligence (AI) and its applications. 

United States

Vertiv Holdings Co operates as a holding company. The Company, through its subsidiaries, provides electrical power equipment, thermal management, racks and enclosures, monitoring and management, tools, and other services. Vertiv Holdings serves data centers, communication networks, commercial, and industrial environments worldwide.

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Vertiv Holdings Co (VRT US)

Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators

Nvidia surprised everyone with a boring result! Applied Materials is an overreaction. Nvidia’s quarter was surprising to me because it was boring.

Fabricated Knowledge

From Bottlenecks to Breakthroughs

Developments in software applications and IT have reshaped the way clients interact with data, instigating a significant expansion of data center...

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