Jason's Chips
semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 70 | Founded | 9 months ago | Last Issue | 19 days ago |
| Active | |||||
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jasonschips.aiLatest Issues
The Second Singularity | A General Theory on Humanoid Robotics (Free)
There’s a beautiful, obvious, and elegant way of thinking about the upcoming robotics revolution that I haven’t seen communicated anywhere yet.
Robotics = AI.
Just 4 years earlier in development and physical rather than digital.
Every co...
The Finance of Neoclouds (Free, Re-Upload)
I accidentally fat fingered and deleted this article when cleaning out my drafts (oops). I also had a weekly backup script to prevent shenanigans like this but unfortunately it did not run before my fat finger moment.
Luckily the free sect...
Death, Taxes, and Indium Phosphide Shortage
All of the investing and research and writing and stuff that I have been doing for the past year or so has led me to one conclusion: There are three certainties in life.
To be clear, believing in an Indium Phosphide shortage is different f...
Optical Circuit Switching 101: Better Than CPO?
This is the OCS version of my very popular CPO 101 post.
A lot of people enjoyed it so I will be copying the format one for one because I am very uncreative.
Introduction
An OCS is just a mirror box. Light goes in, bounces off mirror...
Portfolio Review | May 2026 (+26%, +167% YTD)
may
Apologies for the low posting frequency this week. I have been inundated lately. I know people have been asking for portfolio reviews, so I am getting this one out first.
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Authors
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Gen Z semis & AI investor writing easily digestible research with a blend of first-principles logic, economics, and humor.
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