Fabricated Knowledge
@mule.skystack.xyz
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
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This is an automated Substack Account of https://mule.substack.com
Discover more/Create at: @skystack.xyz
Lessons from History: The Great Railroad Buildout • History doesn't rhyme, it just repeats itself with increasingly strained analogies
Lessons from History: The Great Railroad Buildout
History doesn't rhyme, it just repeats itself with increasingly strained analogies
www.fabricatedknowledge.com
December 17, 2025 at 8:13 PM
Lessons from History: The Great Railroad Buildout • History doesn't rhyme, it just repeats itself with increasingly strained analogies
Market Volatility: Some Thoughts • The long overdue correction is here. I think it's a bit more technical than you previously thought.
Market Volatility: Some Thoughts
The long overdue correction is here. I think it's a bit more technical than you previously thought.
www.fabricatedknowledge.com
November 24, 2025 at 5:16 PM
Market Volatility: Some Thoughts • The long overdue correction is here. I think it's a bit more technical than you previously thought.
Earnings Recap So Far (And Ideas) • Memory rips, Intel doesn't move on anything near term, and more
Earnings Recap So Far (And Ideas)
Memory rips, Intel doesn't move on anything near term, and more
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Earnings Recap So Far (And Ideas) • Memory rips, Intel doesn't move on anything near term, and more
Will Eatherton: How Cisco Plans to Compete in the AI Datacenter • How does Cisco plan to make a dent in the all important AI market.
Will Eatherton: How Cisco Plans to Compete in the AI Datacenter
How does Cisco plan to make a dent in the all important AI market.
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Will Eatherton: How Cisco Plans to Compete in the AI Datacenter • How does Cisco plan to make a dent in the all important AI market.
Where We Go From Here • A sober look at the potential trajectory of a bubble.
Where We Go From Here
A sober look at the potential trajectory of a bubble.
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Where We Go From Here • A sober look at the potential trajectory of a bubble.
Oracle and Animal Spirits • Oracle's result is the second most impactful earnings result this cycle. And I think it's a critical turning point.
Oracle and Animal Spirits
Oracle's result is the second most impactful earnings result this cycle. And I think it's a critical turning point.
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Oracle and Animal Spirits • Oracle's result is the second most impactful earnings result this cycle. And I think it's a critical turning point.
Lagging Edge will have a Permanent Glut • The direction is clear, the lagging edge with exposure to Chinese markets will have a glut.
Lagging Edge will have a Permanent Glut
The direction is clear, the lagging edge with exposure to Chinese markets will have a glut.
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Lagging Edge will have a Permanent Glut • The direction is clear, the lagging edge with exposure to Chinese markets will have a glut.
Foundry Idea(s) • Not one but two foundry ideas today.
Foundry Idea(s)
Not one but two foundry ideas today.
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Foundry Idea(s) • Not one but two foundry ideas today.
Intel's One True Stakeholder is Here • What an Intel with Government help would look like.
Intel's One True Stakeholder is Here
What an Intel with Government help would look like.
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Intel's One True Stakeholder is Here • What an Intel with Government help would look like.
Earnings: Hyperscalers, AMD, ALAB, ANET
Earnings: Hyperscalers, AMD, ALAB, ANET
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Earnings: Hyperscalers, AMD, ALAB, ANET
Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR • Was way too late on AEHR
Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR
Was way too late on AEHR
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR • Was way too late on AEHR
Software Follow Up • Let's refine the thesis. Sorry guys, the net cope means I'm probably going to be right.
Software Follow Up
Let's refine the thesis. Sorry guys, the net cope means I'm probably going to be right.
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Software Follow Up • Let's refine the thesis. Sorry guys, the net cope means I'm probably going to be right.
AI is Creating Peak Software, Media is the Best Analogy
AI is Creating Peak Software, Media is the Best Analogy
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
AI is Creating Peak Software, Media is the Best Analogy
A Conversation with Val Bercovici about Disaggregated Prefill / Decode • Learn about one of the biggest trends in Inference.
A Conversation with Val Bercovici about Disaggregated Prefill / Decode
Learn about one of the biggest trends in Inference.
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
A Conversation with Val Bercovici about Disaggregated Prefill / Decode • Learn about one of the biggest trends in Inference.
Renesas's Wolfspeed Bath and Micron Earnings • Musashi, Renesas and WOLF, and Micron
Renesas's Wolfspeed Bath and Micron Earnings
Musashi, Renesas and WOLF, and Micron
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Renesas's Wolfspeed Bath and Micron Earnings • Musashi, Renesas and WOLF, and Micron
Semicap Stock Idea • Sponsored by Core Research from SemiAnalysis
Semicap Stock Idea
Sponsored by Core Research from SemiAnalysis
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Semicap Stock Idea • Sponsored by Core Research from SemiAnalysis
Applied Digital, Defense Semiconductors, and 1998 • SCSP (Government and AI) and Applied Digital's Win
Applied Digital, Defense Semiconductors, and 1998
SCSP (Government and AI) and Applied Digital's Win
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Applied Digital, Defense Semiconductors, and 1998 • SCSP (Government and AI) and Applied Digital's Win
NVLink Fusion: Embrace, Extend, Extinguish • When you're the only fabric that's working, might as well extend the moat.
NVLink Fusion: Embrace, Extend, Extinguish
When you're the only fabric that's working, might as well extend the moat.
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
NVLink Fusion: Embrace, Extend, Extinguish • When you're the only fabric that's working, might as well extend the moat.
Earnings: AMD, CDW, STRL, ONTO, WOLF, MCHP, SITM • Obvious Tariff Pull Forwards meet positive earnings
Earnings: AMD, CDW, STRL, ONTO, WOLF, MCHP, SITM
Obvious Tariff Pull Forwards meet positive earnings
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Earnings: AMD, CDW, STRL, ONTO, WOLF, MCHP, SITM • Obvious Tariff Pull Forwards meet positive earnings
Earnings: FIX, Advantest, AAPL, MSFT, AMZN, META, MPWR, TOLEY, TER, QRVO • Quick takes (backlog from last week)
Earnings: FIX, Advantest, AAPL, MSFT, AMZN, META, MPWR, TOLEY, TER, QRVO
Quick takes (backlog from last week)
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
Earnings: FIX, Advantest, AAPL, MSFT, AMZN, META, MPWR, TOLEY, TER, QRVO • Quick takes (backlog from last week)
The Three Tariff Problem • Chaos and complexity in a global supply chain
The Three Tariff Problem
Chaos and complexity in a global supply chain
www.fabricatedknowledge.com
November 20, 2025 at 3:31 PM
The Three Tariff Problem • Chaos and complexity in a global supply chain