Jason's Chips
Jason's Chipsadvanced semiconductor investing but it's fun
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 33 | Subscribers | Read | jasonschips.ai |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Short n' Casual Intro to The Grid
Types of Generation, The Merit Order, Transmission, Interconnection, Capacity vs Spot, PJM, ERCOT, IPP Stocks, Problems with the Grid, Two Solutions to Overflow Demand & Stock Picks
The CoreWeave Series | Part 1: The Ultimate Levered AGI Degen Play
What everyone is missing about the most hated company in AI
Neocloud Microeconomics
Identifying alpha academically!? Two markets, three shocks, and three ways a neocloud earns economic profits. Fun trade idea included!!
Portfolio Review | March 2026 (+2%, +40% YTD)
4 new positions. Lots of hidden alpha for every one of my 12 current positions included. Much more and denser content than prior portfolio reviews.
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Authors
The writers behind this newsletter.
College student obsessed with semiconductors writing entertaining and effective investment research.
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