Terms and Conditions
Jason’s Chips is an independent research publication. It is not an investment adviser and does not provide investment, legal, accounting, or tax advice. Opinions are the author’s own and do not represent the views of any past, present, or future employer.
Informational & Educational Purpose Only
All content published on this Substack, including posts, notes, subscriber chat, and any associated communications, is published solely for general informational and educational purposes. It reflects the author’s views at the time of writing, derived from publicly available information and independent research, and is not tailored to any reader’s specific objectives, financial situation, or risk tolerance. Subscription to this Substack, and any communication with the author on any platform — including email, X (formerly Twitter), and direct messaging — does not create an adviser–client relationship or any fiduciary relationship.
No Offer or Solicitation
Nothing herein constitutes (i) an offer to sell or the solicitation of an offer to buy any security or other instrument, (ii) a recommendation to participate in any investment strategy, or (iii) a solicitation for investment advisory services. Any references to trades, positions, or portfolio allocations should be viewed as personal disclosures or illustrative commentary only, and not as a call to action.
Potential Conflicts of Interest
The author holds positions in securities discussed in this publication, including within the semiconductor and AI infrastructure industries. The author may hold, increase, decrease, initiate, or exit positions — long or short — in any security discussed, without notice or obligation to update disclosures. Such positions may be inconsistent with views expressed in any given publication.
Accuracy & Forward-Looking Statements
Although every effort is made to ensure analytical rigor and accuracy, content may become outdated and may contain errors or omissions. Forward-looking statements, price targets, and projections are inherently uncertain and may differ materially from actual outcomes. No warranty, express or implied, is given as to the completeness, accuracy, or reliability of any material published, including research, statements, predictions, views, or opinions.
Risk Acknowledgment
Investing involves substantial risk, including the potential for complete loss of capital. Past performance — whether actual, back-tested, or modeled — is not indicative of future results. Securities mentioned may be illiquid, highly volatile, or subject to regulatory change. The semiconductor and AI infrastructure sectors carry additional risks including cyclicality, geopolitical exposure, and concentration risk.
Reader Responsibility
Readers should conduct their own due diligence, consider their personal financial circumstances, and consult a licensed financial professional before acting on any information contained herein. By reading or subscribing to Jason’s Chips, you agree that the author and any affiliated parties accept no liability for any direct or consequential loss arising from reliance on content published in this newsletter.