Doug O’Laughlin, founder of fabricated knowledge, comes on the podcast to talk about the semiconductor space in general and then dive into his thesis on Rambus (RMBS) and why the market might be missing their big growth call option.
For those interested in learning more about the Von Neumann bottleneck
https://www.youtube.com/watch?v=sYyXcgjmu_U
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For those interested in learning more about the Von Neumann bottleneck
https://www.youtube.com/watch?v=sYyXcgjmu_U