Fabricated Knowledge
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Hey! I'm Doug. This is a place where you can get plain English explainers of semiconductor companies and what they do from an investment focus. I want to help save you time on semiconductor research as well as teach you something along the way.
Fabricated Knowledge
2w ago
Think of this as a companion piece to my recent piece on Crypto Datacenter NAV. I walked through the in-depth changes happening at in particular.
The transcript is edited lightly for increased readability.
Doug O’Laughlin: Today, on Fabricated Knowledge, I have the privilege of having Wes from Applied Digital talk about Applied Digital. Today, we're going to talk about the change in his business model. The company is experiencing many changes, and there are many new things in the pipeline. And so I just wanted to sit him down and have an opportunity to chat about that. So first, Wes, how ..read more
Fabricated Knowledge
3w ago
This is my quarterly piece, where I round up all of my favorite ideas (more explicitly) and explain some semiconductor jargon. This is a meta piece of content.
Semiconductor Performance
First and foremost, I’ll start with performance. SMH returned 14% this quarter, among the best quarters in history for the semiconductor universe (again). This quarter's leader was AOSL, who is rumored to have won a socket at Nvidia.
Thematically, let’s talk about the biggest losers and winners, and this quarter, it looks like it’s automotive again. WOLF, INDI, MBLY, STM, and ON are near the bottom, and that ..read more
Fabricated Knowledge
1M ago
If you pay attention, the Internet has been a bit different lately. Many of the attributes and ways we once interacted with the internet is changing. I probably noticed it the most when one of my favorite websites, subredditstats.com showed me this image the other day.
Reddit’s free API is closing. But so is X (formerly Twitter), and other properties all around the internet are slowly adding limits and closing their doors. The World Wide Web is not entirely as free and open as it once was. Open APIs and ecosystems are dying, and the gatekeepers to these platforms are raising their walls and ..read more
Fabricated Knowledge
2M ago
I had the opportunity to talk about the CHIPS Act’s progress with two people at the program office. I really think this is a great step in the right direction, and we talk about some of the misconceptions of the CHIPS program, and more.
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Doug O’Laughlin: Well, today will be a pretty special interview podcast, and I have Dan Kim and Hassan Khan from the CHIPS program. I’m Doug O’Laughlin, Fabricated Knowledge; I'm sure you know who I am. But today, I thought I would have this very special opportunity to talk to some of the people behind the CHIPS Program kind of the motivations give you ju ..read more
Fabricated Knowledge
2M ago
Nvidia reported earnings, and as expected, they beat earnings. Did you think that Jensen would fail us now?
On a more serious note, the guide was a bit light regarding buy-side bogeys, but there is almost nothing to complain about this result. Below is the StreetAccount summary, and you can see it’s a clean beat by every metric. They beat revenue by the customary $1.5-2 billion dollars in revenue and continue to have blowout margins.
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NVIDIA reports Q1 ..read more