@jasonschips · Jason's Chips

Gen Z semis & AI investor focused on first principles & economics | 7k+ subs on Substack & top 25 in technology | Free (somewhat funny) X articles biweekly

9.1K followers · credibility 79 · Verified record: 16/36 calls beat the market over 5-day holds, avg excess -0.7% vs SPY.

Recently discussing

• $SNDK · 2 mentions
• $AMAT · 1 mentions
• $INTC · 1 mentions
• $AVGO · 1 mentions
• $CRWV · 8 mentions
• $LITE · 20 mentions
• $NBIS · 7 mentions
• $TSEM · 2 mentions
• $BE · 9 mentions
• $NVDA · 9 mentions
• $IREN · 1 mentions
• $TSLA · 2 mentions

Per-ticker record

• $LITE: 1/4 beat the market (small sample)
• $CRWV: 1/4 beat the market (small sample)
• $BE: 1/3 beat the market (small sample)
• $INTC: 1/3 beat the market (small sample)
• $MU: 2/2 beat the market (small sample)
• $COHR: 1/2 beat the market (small sample)
• $SMH: 1/2 beat the market (small sample)
• $AXTI: 0/2 beat the market (small sample)

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