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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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14 Jul 2024 00:21

Automotive: Rev Your Engines

I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...

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10 Jul 2024 11:39

An Interview with Wes Cummins, CEO of Applied Digital

Doug O’Laughlin: Today, on Fabricated Knowledge, I have the privilege of having Wes from Applied Digital on to talk about Applied Digital. Today,...

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03 Jul 2024 09:35

Fabricated Knowledge Q2 2024 Quarterly Review

Here's everything that happened this quarter, and some thoughts and ideas. This is my quarterly piece, where I round up all of my favorite ideas...

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01 Jul 2024 10:03

Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale

High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)

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12 Jun 2024 10:01

Crypto Datacenters NAV

There’s a gold rush in the world of AI for not just GPUs, but for datacenters and the power connections that supply them.

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