Fabricated Knowledge
Doug OLaughlin, Alpha Hunter, Doug O'LaughlinLet's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 233 | Subscribers | Read | fabricatedknowledge.com |
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| #77 | |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Idea in Smartphones
A few things make me think that it's time.
Earnings: TSMC, ASML, AEHR, Telecom
It's probably peak lithography for ASML. TSMC flexes pricing power, and AEHR.
Nuclear Zeitgeist Part 1: A Reactor Primer
Nuclear energy is having a moment. Last month, the DOE published a paper about the commercial liftoff of Advanced Nuclear. Larry Ellison mentioned that SMRs (Small modular reactors) will power data centers in the future, and Microsoft will ...
The Cerebras IPO Stucture Sucks
Nothing about the technical understanding of Cerebras, just the structure of the IPO.
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Authors
The writers behind this newsletter.
I write about semiconductors!
Equity Analyst | Tech | Semis
Writing about what I like right now - aka Semiconductors.
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