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Douglas O'Laughlin

Douglas O'Laughlin
Equity Long-Short, Semiconductors
Fabricated Knowledge

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09 Apr 2024 03:50

Beaten Down Semiconductor Could be AI Play

Maxlinear has probably been among this semiconductor cycle's worst companies, if not the worst. I think that it might be time to give them a fresh...

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bullishNVIDIA Corp
05 Apr 2024 07:53

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. Nvidia CEO Jensen Huang has repeatedly emphasized that the data...

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02 Apr 2024 10:14

Fabricated Knowledge Quarterly Review

This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...

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26 Mar 2024 10:42

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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bullishSK Hynix
22 Mar 2024 01:38

Why HBM is the Hottest Thing in Memory

Micron's earnings is just a rehash of what I already talked about. Memory pricing increase is driven by HBM shifting the mix of investment there,...

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