What people recommend, in their own words, with the receipt.
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
11 things
Yet Another Value BlogOther Andrew
The best single stock newsletter in the game.
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
Liberty's HighlightsOther Liberty
My favorite aggregator of financial and scientific information!
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
Nongaap InvestingOther Mike
The GOAT. This sub has first lien over my rent in my budget.
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
China TalkOther Jordan Schneider
Straightforward coverage of all things China. Jordan's one of best, and I've been a long time fan and supporter!
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
Kyla's NewsletterOther Kyla Scanlon
Kyla writes some of the best pieces that are easy to understand and digestible. Macroeconomics for everyone
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
The Chip LetterOther Babbage
History is where I start almost always in the semiconductor industry, and no one does it quite like the Chip Letter!
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
Apricitas EconomicsOther Joseph Politano
One of the best macroeconomic newsletters I follow. Seriously just knows how to lay the logic out in charts and graphs.
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
The Asianometry NewsletterOther Jon Y
Well written and interesting explainers about a variety of topics, from Asia, to semiconductors, and my favorite youtube channel!
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
Exponential ViewOther Azeem Azhar
great view of the technology space
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
Citrini ResearchOther
Citrini has a good pulse on all things in markets. Worth reading!
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
TMT BreakoutOther
Literally helps me, a guy who covers semis, keep up with Semis. Keep it up.
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
Every entry is a verbatim quote and a link to the public post it came from. Nothing is paraphrased. If it is not on record somewhere public, it is not here.
The verdict is what they actually said: loved and liked are explicit; recommended means they told others to get it; uses means they only say they use it; read is a book on their public shelf with no verdict; mixed and disliked are kept too.
A dashed affiliate link, sponsored or their own label means the post disclosed a relationship. It is shown, never hidden.
The small bar beside a date shows how dated a recommendation is for its kind of thing.
The bar shows how dated a recommendation is, for its kind of thing. Full and green is recent. It drains, and turns amber and then grey, as the post gets older.
What counts as old depends on the thing. A laptop praised four years ago has been replaced twice; a book loved twenty years ago is probably still loved. The bar is empty after about:
A striped bar means the post carries no date and the date shown is an estimate. No date at all, no bar.