Fabricated Knowledge

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

Equity Long-Short, Semiconductors

Semiconductor Events Deserving Your Attention @9/9/23

SIA: Semiconductors Up for Fourth Consecutive Month

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Bottom-Up

<ul><li><p>A few quick takes before SEMICON. I'll have an ARM IPO piece coming.</p></li><li>The funniest meme on the internet is the incredulous “Nvidia is a fraud” meme. Given the recent rise in Nvidia’s stock, some brains are breaking on the internet.</li><li>The thread/train of thought seems to be spreading, and I’m here to try to stop it.</li></ul>

A few quick takes before SEMICON. I'll have an ARM IPO piece coming.The funniest meme on the internet is the incredulous “Nvidia is a fraud” meme. Given the recent rise in Nvidia’s stock, some brains are breaking on the internet.The thread/train of thought seems to be spreading, and I’m here to try to stop it.

Taiwan AI Conference Slides, Nvidia Fraud Hoax, Huawei, ARM IPO, and Intel

NVIDIA Corp

Taiwan AI Conference Slides, Nvidia Fraud Hoax, Huawei, ARM IPO, and Intel