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

The Death of Software 2.0 (A Better Analogy!)
fabricatedknowledge.com
·4w·
Discuss: Hacker News
2026 AI & Semiconductor Outlook
fabricatedknowledge.com
·5w
Lessons from History: The Great Railroad Buildout
fabricatedknowledge.com
·8w
Market Volatility: Some Thoughts
fabricatedknowledge.com·11w
Earnings Recap So Far (And Ideas)
fabricatedknowledge.com·15w
Will Eatherton: How Cisco Plans to Compete in the AI Datacenter
fabricatedknowledge.com·15w
Where We Go From Here
fabricatedknowledge.com·19w
Oracle and Animal Spirits
fabricatedknowledge.com·21w
Lagging Edge will have a Permanent Glut
fabricatedknowledge.com·23w
Foundry Idea(s)
fabricatedknowledge.com·24w
Intel's One True Stakeholder is Here
fabricatedknowledge.com·26w
Earnings: Hyperscalers, AMD, ALAB, ANET
fabricatedknowledge.com·26w
Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR
fabricatedknowledge.com·29w
Software Follow Up
fabricatedknowledge.com·30w
AI is Creating Peak Software, Media is the Best Analogy
fabricatedknowledge.com·31w·
Discuss: Hacker News
A Conversation with Val Bercovici about Disaggregated Prefill / Decode
fabricatedknowledge.com·31w
Renesas's Wolfspeed Bath and Micron Earnings
fabricatedknowledge.com·32w
Semicap Stock Idea
fabricatedknowledge.com·34w
Applied Digital, Defense Semiconductors, and 1998
fabricatedknowledge.com·35w
NVLink Fusion: Embrace, Extend, Extinguish
fabricatedknowledge.com·37w·
Discuss: Hacker News

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