JP Insights
JP - Hunting AlphaAnalyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 87 | Founded | 7 months ago | Last Issue | 30 hours ago |
| Active | |||||
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jpthoughtsandgrowth.substack.comLatest Issues
Portfolio Receipts: I Bought a Watchlist Name on the Drawdown
A small starter in the family account, opened on a price drop and not on proof.
This week I opened a small position in a name I had kept on the watchlist for a while, and on the surface that looks like I changed my mind. I did not. The the...
Astera Labs, Graded
Key takeaways
- Q1 revenue was $308.4 million, up 14% sequentially and 93% year over year, at a 76.4% non-GAAP gross margin and a 36.2% non-GAAP operating margin. On the test that asks whether a company keeps more of what it sells as...
Micron's Record Quarter
Micron printed a quarter that cleared every bar it set for itself. Revenue of 41.5 billion dollars, up 74 percent sequentially and 346 percent year over year. Non-GAAP gross margin of 84.9 percent. EPS of 25.11, all above the high end of gu...
IQE, Graded
Key takeaways
- The whole InP optics chain is now reporting the bottleneck in its own numbers, from substrate backlogs and tool orders to component margins and module capacity. IQE sits in the epitaxy layer the chain runs through....
The Order I Read a Company In
A short one here. The Astera Labs scorecard is nearly finished and lands over the weekend, so while that last pass goes through the stress test I wanted to write down something more basic: how I actually work through a company before I let...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for JP Insights.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency.
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