Fabricated Knowledge fabricatedknowledge.com

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

Mythos and Engels' Pause
fabricatedknowledge.com·4w·Hacker News
Another Conversation with Val Bercovici Memory Markets
fabricatedknowledge.com·12w
The Death of Software 2.0 (A Better Analogy!)
fabricatedknowledge.com
·17w·Hacker News
2026 AI & Semiconductor Outlook
fabricatedknowledge.com
·18w
Lessons from History: The Great Railroad Buildout
fabricatedknowledge.com
·21w
Market Volatility: Some Thoughts
fabricatedknowledge.com·24w
Earnings Recap So Far (And Ideas)
fabricatedknowledge.com·28w
Will Eatherton: How Cisco Plans to Compete in the AI Datacenter
fabricatedknowledge.com·28w
Where We Go From Here
fabricatedknowledge.com·32w
Oracle and Animal Spirits
fabricatedknowledge.com·34w
Lagging Edge will have a Permanent Glut
fabricatedknowledge.com·36w
Foundry Idea(s)
fabricatedknowledge.com·37w
Intel's One True Stakeholder is Here
fabricatedknowledge.com·39w
Earnings: Hyperscalers, AMD, ALAB, ANET
fabricatedknowledge.com·39w
Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR
fabricatedknowledge.com·42w
Software Follow Up
fabricatedknowledge.com·43w
AI is Creating Peak Software, Media is the Best Analogy
fabricatedknowledge.com·44w·Hacker News
A Conversation with Val Bercovici about Disaggregated Prefill / Decode
fabricatedknowledge.com·44w
Renesas's Wolfspeed Bath and Micron Earnings
fabricatedknowledge.com·45w
Semicap Stock Idea
fabricatedknowledge.com·47w

Keyboard Shortcuts

Navigation

Next / previous item
j/k
Open post
oorEnter
Preview post
v

Post Actions

Love post
a
Like post
l
Dislike post
d
Undo reaction
u
Save / unsave
s

Recommendations

Add interest / feed
Enter
Not interested
x

Go to

Home
gh
Interests
gi
Feeds
gf
Likes
gl
History
gy
Changelog
gc
Settings
gs
Browse
gb
Search
/

General

Show this help
?
Submit feedback
!
Close modal / unfocus
Esc

Press ? anytime to show this help