Jason's Chips
by Jason's ChipsJason's Chips
About the Substack
semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor
Free Subscription Benefits
- Article previews and occasional free posts
Paid Subcription Benefits
- Single-stock theses and opinionated thematic notes featuring technology analysis, supply chain shenanigans, and financial modeling; written by hand.
- Monthly portfolio reviews with real returns and updated positions. Same-day earnings reviews and paid chat access.
- Atlas - AI & semis investing software platform with memory/Taiwan/HPC tracker, earnings calendar & transcripts, and API for agents.
Paid Subscription Plans
- $389 a year
- $59 a month
About Jason's Chips
Gen Z semis & AI investor writing easily digestible research with a blend of first-principles logic, economics, and humor. +195% YTD returns.
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