Jason's Chips
advanced semiconductor investing like its explained to a friend | new article every weekday, all written by hand
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 58 | Founded | 7 months ago | Last Issue | 4 days ago |
| Active | |||||
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jasonschips.aiLatest Issues
CPO Supply Chain 101
InP Substrate, Epitaxy, Laser, Optical Engine. AXTI, LITE, AIXA, COHR, SOI, TSEM
The most important concept to understand when analyzing the CPO supply chain is the power of e x p o n e n t i a l.
Cerebras Full Investment Analysis (Free)
New IPOs are lots of fun! Sadly, retail kinda got screwed with this one, as it was originally priced quite reasonably, but the IPO price was revised upwards by 50% before the IPO, and retail investors could barely get half a share allocated...
Nvidia Earnings Review Q1 FY27
New Reporting, Compute vs. Networking, Neoclouds, Growth Rate vs Hyperscaler Capex, Frontier Labs share, CPUs, Supply Commitments, Capital Returns, Groq LPX, VR Ramp
Another quarter, another NVIDIA earnings. Recently NVIDIA Day has been a...
Situational Awareness (Leopold Aschenbrenner) 13F Analysis
A lesson on how options are reported and why they are mostly insignificant and meaningless.
Leopold’s 13F caused a semiconductor sell-off. This Leopold sell-off has to be the most stupid sell-off in the history of all sell-offs.
Why Anthropic Is a $100T Company
And how you can play it right now (ultra-long-form article)
ANTHROPIC IS THE MOST VALUABLE COMPANY IN THE WORLD, AND IT’S NOT EVEN CLOSE.
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Authors
The writers behind this newsletter.
College student obsessed with semiconductors writing easily digestible investment research with a blend of first-principles logic, economics, and humor. New article every weekday, all written by hand. +190% YTD returns.
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