Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis

1

Introduction

00:00 • 4min

2

Semi Conductors Are Power in It

03:59 • 2min

3

Semi Conductor - What Are You Thinking About?

06:03 • 3min

4

How Do Semi Conductors Grow?

08:46 • 3min

5

Semi Conductors

11:23 • 3min

6

Semi Conductors, Where Do You Think Were in the Cycle Right Now?

14:31 • 2min

7

Semi Constructors - What's the Biggest Fear?

16:12 • 5min

8

Is There a Short Term Inventory Issue?

20:48 • 3min

9

What Mors Laws Is?

23:31 • 2min

10

The Cost Relationship

25:38 • 4min

11

Red Box, R D B X, the Ticker

29:20 • 2min

12

Is There Fragility in the Supply Chain?

31:04 • 4min

13

The Biggest and Most Fragile Part of the Supply Chain

34:36 • 3min

14

The World Is a Scary Place

37:09 • 2min

15

Crypto Mining - Is Demand Going Down?

38:53 • 3min

16

I've Already Got My Wey

42:02 • 3min

17

The Value Shock

44:40 • 2min

18

The Dark Arts of Corporate Governance

46:32 • 4min

19

C X L Unlocks Memory From the Cpu

50:31 • 3min

20

The Datacentor Market

53:23 • 3min

21

What Do You Think the Market Is Missing?

55:57 • 2min

22

Is Free Cash Going to Go Down a Lot?

57:39 • 3min

23

Why Aren't They Buying Back Shares?

01:00:54 • 3min

24

Buying Rambus

01:04:02 • 2min

25

Is This a Good Acquisition for a Company of This Size?

01:06:14 • 2min

26

Is It a Competitive Market?

01:07:55 • 3min

27

Compde Data Center Market

01:10:48 • 2min

28

The Change of Control Is Not Really What I'm Betting On

01:13:16 • 2min