Doug O'Laughlin / Fabricated Knowledge

Identity

• X (pro): @fabknowledge
• X (personal): @FoolAllTheTime
• Substack: Fabricated Knowledge
• Real name: Doug O'Laughlin
• Tier: ★★ paid (active)

Coverage

Semis core, market structure, technical/market commentary. One of the canonical paid Substacks for semiconductor industry analysis.

Notable content

• AOSL short thesis (referenced in inv-q.md — may live in FK quarterly review or podcast, no standalone post located)
• FK Applied Materials, Nvidia and Other News → connects AMAT
• FK Micron + STMicroelectronics Investor Day → connects MU
• FK Micron's Guide and GlobalFoundries → connects GFS

Cross-references

• AMAT, GFS, MU, AOSL