Jason's Chips
Jason's ChipsAdvanced semiconductor investing meets gen Z humor
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 19 | Subscribers | Read | jasonschips.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Aixtron | Earnings Review: Incoming Tsunami of Revisions
Laser factories are buying lots of laser machines!!!
Nvidia | Earnings Review: No Hair on The Print
And the structural reason why Nvidia’s multiple will always trade range-bound
Aixtron | Earnings Preview: Full Year 2026 Guide Incoming
Opinions are my own and do not represent past, present, and/or future employers. All content is based on public information and independent research. This newsletter is not financial advice, and readers should always do their own research b...
State of Nvidia (+ Earnings Preview)
Me defending my reckless NVDA long
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Authors
The writers behind this newsletter.
Opinionated semis-obsessed college student. I take you from deep tech to DCF-derived intrinsic value in an entertaining, simplified, and humorous way.
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