Jason's Chips
Jason's Chips publishes concise, research-driven commentary on semiconductor optics and datacenter networking. Coverage emphasizes market-structure primers, thematic implications for component suppliers, and short-form event analysis rather than trade-level signals.
Past bets that played out
Top highlighted calls emphasize Optical Circuit Switching (OCS) as an early-to-mid S-curve adoption theme in AI datacenters, citing potential upside for optical component and switching suppliers and explicitly naming Lumentum and Coherent. Recommendations are thematic and educational; they do not include explicit valuation, timing catalysts, or trade entry/exit levels.
Post is an educational/market-structure primer on Optical Circuit Switching (OCS) for AI datacenter networks. Core investable implication: OCS is early/mid S-curve with multiple growth vectors (AI growth, adoption, rising attach-rate), which could benefit optical component/switching suppliers explicitly naming Lumentum and Coherent. No explicit valuation, timing catalyst, or trade entry/exit levels; one “hidden smallcap” is referenced but not identified, so not tradable from this text alone.
Post argues humanoid robotics is structurally analogous to AI (roughly “AI in 2022”), is a general-purpose automation technology for physical labor, and is “barreling towards its own ChatGPT moment,” implying a coming inflection in capability and market potential. No explicit tickers/cashtags, no timing/catalyst beyond a general near-to-midterm “moment,” and no valuation/positioning specifics.
Post is an educational/market-structure primer on Optical Circuit Switching (OCS) for AI datacenter networks. Core investable implication: OCS is early/mid S-curve with multiple growth vectors (AI growth, adoption, rising attach-rate), which could benefit optical component/switching suppliers explicitly naming Lumentum and Coherent. No explicit valuation, timing catalyst, or trade entry/exit levels; one “hidden smallcap” is referenced but not identified, so not tradable from this text alone.
What this channel is watching now
Primary tickers mentioned recently: LITE (avg conviction 0.55, 1 mention) and COHR (avg conviction 0.53, 1 mention). Current work centers on optical interconnect and datacenter networking themes—particularly OCS and comparisons between co-packaged optics (CPO) and near-packaged optics (NPO).
Latest videos and market context
No recent video content available; published items are short posts and event-focused writeups (earnings reviews, thematic primers, and post-earnings roundups).
Why This Chip Company Is My Biggest Position
The post contains only a generic, clickbait-style title (“Why This Chip Company Is My Biggest Position”) and repeated “Read article” text with no ticker, company name, cashtag, thesis details, catalyst, valuation, or risk discussion. As-is, it is not directly actionable for trading or research without the linked article content.
Nvidia Earnings Review Q1 FY27
The provided “post” is a topic outline for an Nvidia earnings review (Q1 FY27) with no substantive statements, numbers, guidance, or explicit directional claims. As-is, it is low-actionability for trading because it lacks concrete evidence (e.g., what changed in compute vs networking, what supply commitments were made, what capital returns were announced, etc.).
Earnings Roundup | Nebius, Tower Semi
Very short earnings roundup headline claiming “Two Massive Beats” for Nebius and Tower Semiconductor, implying upside surprise/positive earnings reaction. No numbers, guidance, or positioning details provided, so actionability is limited beyond a near-term post-earnings momentum read.
Optical Illusion: CPO is Dead, Long Live NPO
Post frames a SemiAnalysis-referenced “CPO delay” selloff and suggests “NPO mass adoption rumors,” implying a potential narrative shift within datacenter optical interconnects from co-packaged optics (CPO) toward near-packaged optics (NPO). No explicit tickers/cashtags are provided; actionable implications are thematic and rumor-driven.
Proof-backed call history
Recent posts include thematic primers on OCS, an outline for an Nvidia earnings review (Q1 FY27), and short earnings roundups. Many posts are high-level or outline-form and often require following linked articles for full trading or research actionability.
Post argues “NeoClouds” (a business model category) break standard valuation frameworks because the core model is continuous, large-scale capital raising that repeatedly rebuilds the balance sheet and expands revenue/capex at a pace that makes forward multiples and price-to-book unstable. Mentions NVDA/TSMC/MU only as contrasts (examples of businesses not structurally dependent on continual capital raises), not as trade calls.
Post argues “NeoClouds” (a business model category) break standard valuation frameworks because the core model is continuous, large-scale capital raising that repeatedly rebuilds the balance sheet and expands revenue/capex at a pace that makes forward multiples and price-to-book unstable. Mentions NVDA/TSMC/MU only as contrasts (examples of businesses not structurally dependent on continual capital raises), not as trade calls.
The post offers a framework for valuing “NeoClouds” (GPU/compute providers) as capital-raising vehicles where constant debt/equity issuance is intrinsic to the model, making standard valuation multiples (forward P/E, P/B) less meaningful. It contrasts this with NVIDIA/TSMC/Micron-style businesses that can fund growth primarily via operating cash flow. Actionable implication is more about *how to underwrite/diligence* NeoCloud equities (dilution/leverage/spread/ROIC focus) than a specific trade s
The post offers a framework for valuing “NeoClouds” (GPU/compute providers) as capital-raising vehicles where constant debt/equity issuance is intrinsic to the model, making standard valuation multiples (forward P/E, P/B) less meaningful. It contrasts this with NVIDIA/TSMC/Micron-style businesses that can fund growth primarily via operating cash flow. Actionable implication is more about *how to underwrite/diligence* NeoCloud equities (dilution/leverage/spread/ROIC focus) than a specific trade s
...se case and one use case only which helped us achieve economic takeoff: coding. It was a task that is large enough in the economy and the first for automation to reliably outperform humans. I call a task this set of attributes a critical task . To grok the nature of a critical task on a much deeper level, let’s visit a concept known as Moravec’s Paradox. In the 1980s Hans Moravec, Rodney Brooks, and Marvin Minsky noticed something strange about AI: it is comparatively easy to give a computer
The Second Singularity | A General Theory on Humanoid Robotics (Free) Robotics is AI in 2022 and is barreling towards its own ChatGPT moment, Claude Code moment, and RSI. There’s a beautiful, obvious, and elegant way of thinking about the upcoming robotics revolution that I haven’t seen communicated anywhere yet. Robotics = AI. Just 4 years earlier in development and physical...
...d. The lesson transfers cleanly: robotics has already had its long 1960-to-2010 era, and it is about to have its 2023. beep boop The Big Three Labs Robotics is so AI-coded that even the big three labs are the same. You know the AI labs, OpenAI, Anthropic, and Google. But what about the robotics labs? …FigureAI, Apptronik, and Tesla! They match one for one, do you see the resemblance? …no? Figure is (early) OpenAI. The “posterchild” pure-play private that has the highest valuation ($39b) and i
Post argues humanoid robotics is structurally analogous to AI (roughly “AI in 2022”), is a general-purpose automation technology for physical labor, and is “barreling towards its own ChatGPT moment,” implying a coming inflection in capability and market potential. No explicit tickers/cashtags, no timing/catalyst beyond a general near-to-midterm “moment,” and no valuation/positioning specifics.
Post argues humanoid robotics is structurally analogous to AI (roughly “AI in 2022”), is a general-purpose automation technology for physical labor, and is “barreling towards its own ChatGPT moment,” implying a coming inflection in capability and market potential. No explicit tickers/cashtags, no timing/catalyst beyond a general near-to-midterm “moment,” and no valuation/positioning specifics.
Post argues humanoid robotics is structurally analogous to AI (roughly “AI in 2022”), is a general-purpose automation technology for physical labor, and is “barreling towards its own ChatGPT moment,” implying a coming inflection in capability and market potential. No explicit tickers/cashtags, no timing/catalyst beyond a general near-to-midterm “moment,” and no valuation/positioning specifics.
Post argues humanoid robotics is structurally analogous to AI (roughly “AI in 2022”), is a general-purpose automation technology for physical labor, and is “barreling towards its own ChatGPT moment,” implying a coming inflection in capability and market potential. No explicit tickers/cashtags, no timing/catalyst beyond a general near-to-midterm “moment,” and no valuation/positioning specifics.
Post argues humanoid robotics is structurally analogous to AI (roughly “AI in 2022”), is a general-purpose automation technology for physical labor, and is “barreling towards its own ChatGPT moment,” implying a coming inflection in capability and market potential. No explicit tickers/cashtags, no timing/catalyst beyond a general near-to-midterm “moment,” and no valuation/positioning specifics.
About this channel
Jason's Chips delivers market-structure primers and short-form analysis focused on optical components and datacenter networking for AI workloads. The work aims to identify structural growth vectors (AI demand, adoption curves, rising attach rates) rather than provide granular trade instructions.
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Subscribe or follow linked source articles for full write-ups; current posts are generally thematic and may reference third-party articles for detailed evidence, numbers, and trade-level guidance.
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