What Doug O'Laughlin thinks about investing

@doug-olaughlin · 12 positions · 1 change of mind · On ppll ↗

Semiconductor analyst, author of the Fabricated Knowledge newsletter and later a partner at SemiAnalysis, writing on the capital cycle in chips: capex, memory supply, packaging, and where the gluts come from.

Doug O'Laughlin did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

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Only Doug O'Laughlin on investing. See everyone on investing

1 dated position, 2025, in their own words. Our reading of what Doug O'Laughlin has said — not written or endorsed by them.

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1. 13 Jan 2025

   Our readingThe AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias.

   Their wordsWhat prevents this from being a broad-based bubble is that we are missing a critical feedback loop from the announcement's impact, like network growth or land value.

   ↗Capital Cycles and AIfabricatedknowledge.com 2nd of 3 in this piece