Fabricated Knowledge @_fabknowledge_
Simplifying the world of semiconductor investing in the age of AI. Join over 38,000 free readers. It's secular (but cyclical) stupid Read more V fabricatedknowledge.com Joined September 2021-
Tweets8K
-
Followers16K
-
Following461
-
Likes14K
#semi comp sheet F-end: $ASML 30x $AMAT 21x $LRCX 25x $KLAC 25x $ACLS 12x Subsystems $ENTG 29x $MKSI 17x $AEIS 17x $UCTT 14x $ICHR 18x B-end: $TER 24x $ONTO 32x $FORM 28x $COHU 18x $AEHR 22x $INTT 10x
In the middle of the move, sorry about no takes. I’m listening to earnings and will have something out soon. But until I’m moved… fml
⚠️ BIDEN SIGNS TIKTOK DIVESTMENT-OR-BAN BILL INTO LAW -WHITE HOUSE
In the smartphone RF Front-end (RFFE) industry, a Chinese ecosystem is quickly emerging after years of stalling. The leader Maxscend, founded in 2006, saw its revenue surge 36x since 2017 and now has ~7% of the Android RFFE market, mostly with Chinese OEMs, but also Samsung.
hdd market share (cy98-cy22). $stx + $wdc = ~86%
hdd market share (cy98-cy22). $stx + $wdc = ~86% https://t.co/BOQ68y9bmm
LMAO im super owned and wrong, chase is on after TXN.
LMAO im super owned and wrong, chase is on after TXN.
In tonight's properly demented Transistor Radio, we talk earnings season, review TSMC earnings, and the Three Body Problem. @_fabknowledge_ @dylan522p podcasters.spotify.com/pod/show/doug-…
Tesla at 35K H100s, AI spend of $1bn this quarter, up 130% Q/Q Plan to be at 85K by end of this year $NVDA $TSLA
my brain is so broken I am like $RTX is clearly just NVDA branding
Who knew bikini model calendars would be the reason why America can't onshore advanced chip manufacturing...
analog semis - peak vs. current fy24 revenue consensus. $adi $amba $aosl $crdo $crus $dzsi $insg $mchp $mxl $mpwr $mrvl $nxpi $on $powi $sitm $slab $txn
Stupid question - does anyone have a record in DOI? (and can TXN beat it tomorrow?)
Wait so the new earthquake is in Taipei? Yeah that’s probably more meaningful. Also wondering if this further fucks up memory lol
I cooked this morning. Why do I think that there is another cut coming in automotive semiconductor stocks? MBLY guide down was done on a much better outlook, and ytd everything touching EV has gotten much much worse. read a ton more here: open.substack.com/pub/mule/p/hit…
Dylan Patel @dylan522p
39K Followers 684 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Jerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Sravan Kundojjala @SKundojjala
8K Followers 5K Following Semiconductors, Analyst No investment advice. Opinions are mine only.
Dan Nystedt @dnystedt
20K Followers 987 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Eric Jhonsa @EricJhonsa
18K Followers 1K Following Independent tech L/S investor. Part-time consultant. Previously a tech columnist @thestreet @thestreetpro.
Dan Riftin @DanRiftin
146 Followers 1K Following
prakash @maruvathur
74 Followers 3K Following
Wang Luyi @LuyiWan48947768
26 Followers 721 Following
Roni @NatbagN
131 Followers 1K Following
Felipe de Xavier Carv.. @felipeaxcarvalh
16 Followers 226 Following
🇮🇳V143 @P143143143v
36 Followers 4K Following I am not into any political, personal, global wars , conflicts with anyone ❤️❤️❤️❤️❤️❤️ Indian 🇮🇳fan of modiji 😊😊
Aka Dodimon @AkaDodimon
10 Followers 87 Following To know others is wise, to know thyself is transcendent. Trying to improve on both. 知人者智，知己者明。道智明乃也。
Clay Carter @ccp_6c
171 Followers 856 Following
Dextra @dextraview
6 Followers 57 Following Views from L/S & PE professionals. Occasional guest invites (commods, crypto, technologists, etc). Some fun, some serious, which one, it's your interpretation
Emro @EmrushZheg88429
345 Followers 1K Following
Sebastian Tegar @Sebastiantegar_
0 Followers 63 Following
Chalez @Chalez19
77 Followers 230 Following
ਸ਼ਬਦ* @SakshamSehgal
642 Followers 6K Following 𐨀𐨁𐨣𐨿𐨡𐨿𐨪𐨀𐨯𐨿𐨨𐨅 𐨢𐨅𐨱𐨁 𐨭𐨿𐨪𐨬𐨆 𐨦𐨃𐨱𐨡𐨿 𐨡𐨿𐨩𐨂𐨨𐨿𐨣𐨎 𐨯𐨱𐨯𐨿𐨪𐨯𐨌𐨟𐨨𐨨𐨿 𐨀𐨁𐨣𐨿𐨡𐨿𐨪 𐨟𐨌 𐨪𐨠𐨁𐨣𐨁𐨌𐨪𐨁𐨮𐨏
TechLad @N0MASIR
4 Followers 36 Following
Pytorch To Atoms @PytorchToAtoms
8 Followers 18 Following Deep Dive Across the Whole Stack from Pytorch to Cuda To Atoms
Jane Smith @JaneSmi26281969
2 Followers 247 Following
NealCarey @UnNealC
63 Followers 721 Following
Mikko Mäkelä @mikkomakela41
0 Followers 19 Following
paul @646pt
66 Followers 173 Following
martinyy @martinzhang
8 Followers 112 Following
SnufferBottle @SnufferBottle
2K Followers 140 Following I like to read a lot of business non-fiction. I’m an individual value investor, and occasional hobbyist gold prospector. Always looking for hidden value.
John apple @crykit187
1 Followers 9 Following
Dana Mahmood @deordered
21 Followers 720 Following Fine-tuning AI models oftentimes & practicing philosopher at other times.
Edoardo Manitto @Ed_Manitto
24 Followers 94 Following
EV1 @EV1_and_only
83 Followers 188 Following Electric vehicles and renewables are the bane of our existence. Here's what you need to know.....
Andrew Bushnell @__andrew3000__
4 Followers 117 Following Midcurve China takes. World-class calves. Masters candidate at Hopkins-Nanjing Center 24'
Smt P @yachttartpart
1 Followers 46 Following
techjeet @techjeet5
79 Followers 178 Following chip design poojeet (RTs/follows are not endorsements)
Scott Simon @ScottSimon81
31 Followers 135 Following
(&) @ElanLandis
136 Followers 213 Following
bogosorting @bogosorting
11 Followers 174 Following Trading is an expensive hobby. Vibes only and terrible. Not investment advice. Follower of Christ.
Business Owner @OwningBusiness
13 Followers 31 Following Owning businesses, not stocks. Only long-term quality investing. Public and private markets.
ZE Metis @xzmetis
4 Followers 106 Following
Dylan Patel @dylan522p
39K Followers 684 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Jerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Sravan Kundojjala @SKundojjala
8K Followers 5K Following Semiconductors, Analyst No investment advice. Opinions are mine only.
Dan Nystedt @dnystedt
20K Followers 987 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Eric Jhonsa @EricJhonsa
18K Followers 1K Following Independent tech L/S investor. Part-time consultant. Previously a tech columnist @thestreet @thestreetpro.
𝐷𝑟. 𝐼𝑎�.. @IanCutress
39K Followers 1K Following Consultant, Chief Analyst, Influencer @TechTechPotato - @MoreThanMoore2x
Stacy Rasgon @Srasgon
9K Followers 4K Following Semiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.
High Yield @highyieldYT
2K Followers 89 Following Tech Youtuber. Analyzing hardware and chips of all sizes. Everything silicon.
BlueJay @BlueJay87476298
6K Followers 335 Following BASM 選股法，哪家公司將成長，進而創造高報酬：經營模式(Business Model)、假設 (Assumptions)、策略 (Strategy)和管理(Management)
Mojo @Mojo_flyin
578 Followers 278 Following EVs | Tech | Autonomous | Macro economics. Not investment advice. Not short. Occasionally I rattle the cage. Intelligent debate welcome. @hole's blocked.
Bill Gurley @bgurley
665K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscience
Andrej Karpathy @karpathy
979K Followers 905 Following 🧑🍳. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets 🧠🤖💥
Michael Dell @MichaelDell
693K Followers 4K Following Chairman and CEO Dell Technologies Grateful #PlayNiceButWin https://t.co/3JiGiLPSc4
Captain_K @KhalifaKKD
199 Followers 523 Following
the network is just a.. @overunderlay
2K Followers 5K Following Foreclosing on sub-prime technical debt since 2002™ (creating it since 1995 :-) y'all / all y'all
SemiAnalysis @SemiAnalysis_
837 Followers 0 Following
El Buey @adoxen
6K Followers 813 Following Comments and opinions are my own. #USMNT - gimme those sweet sweet dividends. Tryna Catch a fade? YIMBY supporter
Calvin McCarter @CalvinMccarter
420 Followers 1K Following AI + biology. Views not always my own, but never more than my own. Occasional notes at https://t.co/KmxL03ZcAR.
Risk Biscuits @risk_biscuits
2K Followers 588 Following Ramblings of a retail trader. I host a podcast talking to traders and investors about markets. Content is general and is not financial advice.
William "Balloon Guy".. @TheKimulation
9K Followers 2K Following NatSec, memes, and NatSec memes. High-altitude balloon enjoyer and #1 fan of the CSIS AI-generated tank. Views/memes are my own
near @nearcyan
45K Followers 882 Following https://t.co/IdaJwZJCXm partner @ https://t.co/9g1MIgjiqc dms open
Hunter SPX Thompson �.. @CoorsLightCEO
8K Followers 3K Following mutual fund (Northwestern) analyst , formerly sellside research— //Raytheon EMEA FP&A, Mercury Partners TMT alum, AntifaPERS (CIO)
Shomik Ghosh @shomikghosh21
7K Followers 1K Following @boldstartvc - partner at inception for enterprise founders from first line of code, @carnegiemellon alum
Borlaug @Borlaug_
3K Followers 989 Following Kingpin of the Bioprocessing Mafia. Investor doing God's work (compounding capital for LPs). Always looking for a good poker game
Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Alessio Fanelli @FanaHOVA
5K Followers 993 Following Cohost @latentspacepod | Partner & CTO @decibelvc | OSS: https://t.co/u4J6NVksoL | Writing: https://t.co/H7iEpzgxWQ
Quartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
BAY AREA STATE OF MIN.. @YayAreaNews
35K Followers 0 Following 🎥 Independent Media | Follow & Hit The 🔔
Fundamental Research .. @fundam_inv
8K Followers 433 Following Ex-“Sell-side, M&A, FPA, Institutional money management @ $ DD Bil Funds” | All tweets are personal opinions
daniel nishball @dnishball
209 Followers 195 Following
Mr Neutral Man aka "H.. @Mr_Neutral_Man
7K Followers 1K Following Value investing and leg day are both about your capacity to suffer.
Bill Chen @DieHardCapital
1K Followers 189 Following Publicly traded real estate, pricing power, barriers to entry, route density, NIMBYism, industry consolidation, tail risk hedging, trying to learn constantly
Glinert 🇺🇸 🏭 @StevenGlinert
3K Followers 1K Following Sold my first company, Kinta AI. We built optimization software for manufacturing. Working on the next thing in semiconductor manufacturing.
Dhiraj @IndustrlPolicy
814 Followers 661 Following Interested in Geopol and finance. Capitalism | Environmentalism | Egalitarianism | Ambedkarite.
T Shirt n Jeans @TShirtnJeans2
586 Followers 573 Following
Jeff @JefftheKoch
49 Followers 325 Following
Horace He @cHHillee
23K Followers 449 Following Working at the intersection of ML and Systems @ PyTorch "My learning style is Horace twitter threads" - @typedfemale
THE PARZIVAL @The1Parzival
23K Followers 9K Following PATRIOT FIRST...APE SECOND...GOD BLESS THE USA! 🇺🇲
Chief AI Officer @chiefaioffice
19K Followers 627 Following Writing a daily report on VC activity in AI for 5000+ investors, founders → https://t.co/guDR0d4IA7 // By @IamTalin
kenshin9000 @kenshin9000_
6K Followers 312 Following Working on Computer Vision and AI Safety. Twitter browsing account.
Beff Jezos — e/acc .. @BasedBeffJezos
102K Followers 2K Following chief accelerator & founder @ e/acc // thermodynamic priest // Kardashev gradient climber // memetic warlord // building @extropic_ai
crossdefault @crossdefault
9K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
Jonathan Ward @j_upward
136 Followers 1K Following total exploration research @openai , also excited about open source ai
Dan Toomey @dhtoomey
60K Followers 1K Following personality fire | @goodworkmb @morningbrew | IG, TikTok: @dhtoomey
Crazy Ass Moments in .. @AssLatam
100K Followers 35 Following A catalogue of eccentric political moments of the world's wackiest yet peaceful region. DMs are always welcome.
Evan Morikawa @E0M
13K Followers 1K Following Manage eng at @openai. Building GPT-4, ChatGPT, DALL·E, Codex, & GPT-3 APIs. Prev: Dir Eng @Nylas, Co-Founder @Proximate, @OlinCollege alum.
@_fabknowledge_ not a tech person but is this bullish for $MU or just for Teradyne ?
@_fabknowledge_ Between ARM servers, the Win laptop SoCs Qualcomm is cooking, and edge being in the toilet, the product side of the business is in hell.
#semi comp sheet F-end: $ASML 30x $AMAT 21x $LRCX 25x $KLAC 25x $ACLS 12x Subsystems $ENTG 29x $MKSI 17x $AEIS 17x $UCTT 14x $ICHR 18x B-end: $TER 24x $ONTO 32x $FORM 28x $COHU 18x $AEHR 22x $INTT 10x
cyclicals are now secular. i don’t make the rules.
Can’t decide whether it is funny, ridiculous or sad that the CEOs of Occidental Petroleum and Delta Airlines are on the new AI safety board. Less than half of the 22 members have any real AI knowledge. Also odd that it’s not even vaguely bipartisan, has zero open source AI…
$MTCH is cheap, really cheap
Shareholder yield = FCF/sh yield - Dilution Best way to look account for fwd SBC IMO Here's a look using Capiq cons 2025 EPS & Last FY for dilution (RSUs granted - forfeited)
Cloud capex out of the way with $MSFT / $META saying ‘25 higher, everyone still compute constrained, equity exposure of active mutual funds down almost 40% last 3 weeks, market pricing in no cuts in 2024, bunch of middle east stupidity. Good set up to grind higher.
East coast networks: get you into hedge funds West coast networks: get you into tech deal Canada network: get you into junior resources
Ed Thorp was an early investor in Ken Griffin's Citadel: "Frank Meyer, who was the other general partner with Ken Griffin, was a longtime friend of mine. I had Ken Griffin out to the house, when he was about 18 or 19, and I had just started up with Frank and talked to them about…
@dylan522p @_fabknowledge_ @Jerkstore212 The real L is not being married and having kids and still owning more than a bed, a tv, a desk, a chair and 8 monitors
@_fabknowledge_ @dylan522p Important reminder
@_fabknowledge_ @Jerkstore212 Omfg. Mans paid $800 to have some dudes move boxes up 2 floors. Indeed there is no dog to be found.
@_fabknowledge_ At least give the masses an unfiltered, spicy af take. Then don’t check Twitter until you’re done moving
@_fabknowledge_ Brother is moving up 2 floors and acting like it's a monumental task. Where is the dog? 🤡7
Absolutely no lie I saw this very guy in the hall at the NYSE today I’m kicking myself for not asking for a joint selfie
@Srasgon from the future is having a rough one
I’m having a little bit of a tough time. My junior is unhappy that they aren’t up for a title promotion. I’ve honestly done everything I can for them. Tripled their pre-buyside comp in two years. Actually given them ownership and responsibility. How can I keep them happy?
the impossible has happened
Short US equities / long China equities might actually work in 2024
Trends for United States
You might like
