Jason’s Chips

Your weekly BOOST to Raise and Grow Like A Pro. Tips and Techniques used by prolific Founders.

Computer history and architecture

We help investors build long-term wealth through institutional-grade research. Subscribe now and start compounding.

Independent equity research exploring emerging themes and the businesses behind them through company deep dives and valuation analysis.

Institutional-grade research on megatrends, value chains and world-class companies, helping you own equities you truly understand.

Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.

Early Access to High-Conviction 10x stocks. Robotics • AI Energy • Space • Photonics • AI Infra

Writing about investing and building in sports.

News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.

10+ years managing portfolios. +1,000% returns. Sharing institutional-grade analysis on the next wave of growth stocks. Subscribe to build generational wealth with high-conviction plays.

Your ultimate resource for mastering trading strategies, coding techniques, and market insights.

Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.

AI PM turning everyone into critical AI thinkers & builders. Join tens of thousands readers from 146 countries, and a community developing critical AI literacy through practice. Use AI to strengthen the branch you’re sitting on, not cut it off.

Independent multi-strategy equity research. 71% annualized since inception (time-weighted, net, through Sep 30, 2026).

I cover these themes on Archetype Capital: 1. Small-cap AI enablers & semis 2. Japan & SEA value chains 3. Undercovered small-cap AI beneficiaries

Digestible, Institutional Grade Investment Research.

US Semiconductor Industry Analysis. Focused on the only leading edge US based Foundry, Intel.

Simplifying investing by breaking down and sharing clear, approachable insights for long-term success.

Welcome to my Substack. Here, I share in depth analysis of semiconductor technology, companies, and industry trends in a way that is still easy for non specialists to follow. I hope you gain many valuable insights along the way.

The #1 English Substack focused on APAC businesses. Read by >4,000 professional and retail investors. We offer a differentiated view on poorly covered markets by talking to companies, their partners, competitors, and investors.

Common-sense investor. Small/Mid Cap & Special Situations expert. Inside my Private Dashboard: every buy/sell, full research, live Special Situations & a portfolio beautifully compounding +35% over 5Y. Follow to stay ahead, support my work & sleep well :)

Seeing tech through a different wavelength. Photonics & semiconductor research

A Silicon Valley circuit designer maps the power, optics, silicon, and infrastructure bottlenecks behind AI. https://atlas.nuttycld.workers.dev/

Semiconductor Industry Deep Dives

Deep research on beaten-down stocks | The best opportunities exist in uncertain times

On a quest to beat the S&P 500 with only European stocks. Independent research on European equities, tech sovereignty, and macro trends.

Long-Term Investor with a Value Mindset. Here you can find Deep dives, Not so Deep dives, Portfolio updates, my buys/sells and earnings reviews

Featured on FT Alphaville. Essays on markets, technology and economics.

SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.

The Physical Layer of AI, and how I'm playing it. Real portfolio. Time-stamped trades. Receipts, not rumors.

Tech and AI infrastructure (mainly semiconductors, data center interconnect, test & measurement, optics, and photonics), art, music, capital markets, and endurance sports. Not financial advice. Not investment advice. Not any advice. DYOR.

Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.

Macro & digital asset research. Cross-market signal verification. Framework-driven. 📩 https://garrettsignal.com

FUNDA provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI

i write content that helps you invest

Real-time market intelligence and unusual options activity from CNBC/Bloomberg guest and bestselling author Andrew Keene. Born in the trading pits of Chicago, AlphaShark is your edge in today’s options markets.

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

A twice monthly digest of ideas and market analysis focused on AI and how it impacts companies, business models, and investors.

AI and semiconductor supply chain in-depth analysis

Just an outspoken geek in one of the largest organizations, with a side interest in finance, investing and semiconductors.

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**

The VC Corner is where founders stay ahead: sharp news, fundraising strategies, battle-tested playbooks, and the tools to grow.