Fabricated Knowledge Q2 2024 Quarterly Review
Here's everything that happened this quarter, and some thoughts and ideas. This is my quarterly piece, where I round up all of my favorite ideas...
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Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)
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Crypto Datacenters NAV
There’s a gold rush in the world of AI for not just GPUs, but for datacenters and the power connections that supply them.
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Marvell Earnings
Results look fine, the market is not digging it. I think a closer look makes sense. The market didn’t like this, but I thought, looking through the...
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The Internet as You Know It Is Dying
Humans are not alone on the internet anymore. That will change the Internet as you know it. If you pay attention, the Internet has been a bit...
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