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Douglas O'Laughlin

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

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Information Technology & Consumer Discretionary Thematic (Sector/Industry) Equity Bottom-Up
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30 May 2024 09:54Podcast

An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office

How the CHIPS Program office plans to divert the future of Semiconductors back to America. I had the opportunity to talk about the CHIPS Act’s...

bullishNVIDIA Corp
28 May 2024 10:03

Nvidia Earnings Overview: Networking in Focus

The AI giant continues to climb the wall of worry, and we have the first quarter of networking revenue broken out of results.

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20 May 2024 10:41

Earnings Subsystems (MKSI, ICHR, UCTT), Semicap (ONTO, CAMT, AMAT, TOELY), and SiTime

The final week of earnings other than Nvidia. Subsystems did the results you should expect, and MKSI did a questionable (and understandable)...

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13 May 2024 09:58

Optics Earnings (FN, ANET, COHR, LITE, AAOI)

To make my content readable, this is an optics-only earnings update. I will discuss everything together and put together a high-level overview.

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08 May 2024 04:17

Earnings (AMKR, RMBS, NXPI, SWKS, ENTG, QCOM, WOLF, QRVO, ACLS)

Like last week, I will do a meta-level overview summary. That’s why I read these calls; to understand the whole, you must understand the parts....

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