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Fabricated Knowledge

Doug OLaughlin, Alpha Hunter, Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues278SubscribersRead fabricatedknowledge.com

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#9

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Earnings Recap So Far (And Ideas)

Memory rips, Intel doesn't move on anything near term, and more

a month ago
35
22
Paid

Will Eatherton: How Cisco Plans to Compete in the AI Datacenter

This transcript is lightly edited for readability. This is not paid, just an educational conversation. For deeper analysis, refer to the SemiAnalysis Networking model, “The New Networks” or Multi-Datacenter Training for more in-depth analys...

a month ago
25
1

Where We Go From Here

A sober look at the potential trajectory of a bubble.

2 months ago
85
10
Paid

Oracle and Animal Spirits

Oracle's result is the second most impactful earnings result this cycle. And I think it's a critical turning point.

3 months ago
112
20
Paid

Authors

The writers behind this newsletter.

  • Doug OLaughlin

    I write about semiconductors!

  • Alpha Hunter

    Equity Analyst | Tech | Semis

  • Doug O'Laughlin

    Writing about what I like right now - aka Semiconductors.

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