Replay: Doug O'Laughlin (Founder, Fabricated Knowledge) - A Detailed Primer on the Semiconductor Industry
shomik.substack.com
Given all that’s happened in the year since this first aired (March 2023), replaying this for everyone to understand what is happening within the Semiconductor space, the different players, why Nvidia is set up to dominate (Doug predicted this well before that 1st epic quarter), and much more. Since this episode aired, Nvidia is up 2.6x!
Replay: Doug O'Laughlin (Founder, Fabricated Knowledge) - A Detailed Primer on the Semiconductor Industry
Replay: Doug O'Laughlin (Founder, Fabricated…
Replay: Doug O'Laughlin (Founder, Fabricated Knowledge) - A Detailed Primer on the Semiconductor Industry
Given all that’s happened in the year since this first aired (March 2023), replaying this for everyone to understand what is happening within the Semiconductor space, the different players, why Nvidia is set up to dominate (Doug predicted this well before that 1st epic quarter), and much more. Since this episode aired, Nvidia is up 2.6x!