Where We Go From Here - by Doug OLaughlin
A sober look at the potential trajectory of a bubble.| www.fabricatedknowledge.com
A sober look at the potential trajectory of a bubble.| www.fabricatedknowledge.com
Oracle's result is the second most impactful earnings result this cycle. And I think it's a critical turning point.| Fabricated Knowledge
The direction is clear, the lagging edge with exposure to Chinese markets will have a glut.| Fabricated Knowledge
What an Intel with Government help would look like.| Fabricated Knowledge
Let's refine the thesis. Sorry guys, the net cope means I'm probably going to be right.| Fabricated Knowledge
Let’s start with the basics. Software and the cost of creating software are dropping massively, as tools like Cursor and Claude Code proliferate. What used to cost thousands of dollars in tokens now costs mere cents, as generative AI is making coding much cheaper and faster. | Fabricated Knowledge
Learn about one of the biggest trends in Inference.| Fabricated Knowledge
Musashi, Renesas and WOLF, and Micron| Fabricated Knowledge
SCSP (Government and AI) and Applied Digital's Win| Fabricated Knowledge
When you're the only fabric that's working, might as well extend the moat.| Fabricated Knowledge
Huawei is going to repeat one of the most common playbooks, and semiconductor margins are the target| Fabricated Knowledge
Obvious Tariff Pull Forwards meet positive earnings| Fabricated Knowledge
Quick takes (backlog from last week)| Fabricated Knowledge
A very quick round up of earnings| Fabricated Knowledge
A brief overview of TSMC and then a conversation of supply chains and inventory orders| Fabricated Knowledge
A quick update about two deals, and why something seems up at Marvell.| www.fabricatedknowledge.com
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea. Click to read Fabricated Knowledge, a Substack publication with tens of thousands of subscribers.| www.fabricatedknowledge.com
The Internet and Telecom bubble. Lessons in leverage, rates, and a smattering of fraud. What can we learn from that period to compare it to today?| www.fabricatedknowledge.com
