Jason's Chips

644 posts

Jason's Chips banner
Jason's Chips

Jason's Chips

@jasonschips

College student obsessed with semiconductors | 5k+ subs on Substack & top 40 in technology | Victim of AGI psychosis

Fab 52 Katılım Nisan 2024
58 Takip Edilen3.6K Takipçiler
Jason's Chips
Jason's Chips@jasonschips·
🔔 The Daily Semi-Cap — May 15, 2026 📊 SMH: $556.34 (-3.80%) 📈 Earnings: • No new semiconductor earnings released today. 🔥 Major Developments: • NVIDIA’s Rubin Ultra packaging debate shifted toward Intel: the 4-chip Rubin Ultra SKU may use Intel EMIB-T, which would be a real advanced-packaging win and a potential pressure point for CoWoS-L share. • Kioxia is preparing a U.S. ADS listing after a huge AI-memory-driven run, giving U.S. investors a cleaner public-market vehicle for the NAND/memory shortage trade. • Specialty optical fiber is tightening hard: Q1 optical fiber, cable, and module exports posted double-digit growth, some Chinese suppliers are booked through 2028, specialty fiber ASPs are up ~10x YoY, and customers are pre-paying deposits to secure capacity. • Cerebras listed on Nasdaq with the biggest IPO of the year: shares priced at $185 and popped nearly 70%, putting wafer-scale inference back in the public-market AI accelerator conversation.
English
0
0
4
1.6K
T Shirt n Jeans
T Shirt n Jeans@TShirtnJeans2·
@jasonschips I've wasted an hour refreshing when I should've been getting drunk at the bar.
English
4
0
11
1.4K
Jason's Chips
Jason's Chips@jasonschips·
@bucketshopcap I feel like 80% of the time Claude is dumb as a brick, and the other 20% it pulls a 200 IQ insight like this and then makes you lean back in your chair and pause for a second.
English
0
0
12
526
Bucket Shop Capital
Bucket Shop Capital@bucketshopcap·
What Claude told all the 13F filers. Can imagine them all nodding vigorously while blasting out of CRM WDAY NOW etc & piling into MU LITE SNDK. Can't say I blame them, big year for the "can't disprove the bear case" crowd.
Bucket Shop Capital tweet media
English
7
2
67
10.3K
Jason's Chips
Jason's Chips@jasonschips·
@jukan05 The market just closed, any time now. Why are we all on the edge of our seats for this?
English
1
0
3
5.8K
Jukan
Jukan@jukan05·
Release Leopold Aschenbrenner’s damn 13F already!!
English
67
63
2K
281.4K
Pedro Couto
Pedro Couto@PedroCouto01·
@jasonschips This one did not age well 😅 Well, you still have many credits anyways ;)
English
1
0
1
10
Jason's Chips
Jason's Chips@jasonschips·
what do you call the opposite of topblasting? $AXTI
Jason's Chips tweet media
English
3
0
17
3.4K
Hunter
Hunter@alloneword7a·
@jasonschips @insane_analyst Just narrowly avoided the jaws of death a few months ago, pissed off all customers, and lose money on every chip they make? But they swear they have a really awesome new product ready for rollout any moment now? They already were bludgeoned by China once? dilution any second
English
1
0
3
245
Jason's Chips
Jason's Chips@jasonschips·
It's really quite underrated. The worse something looks optically, the higher the c o n v e x i t y And bc AI lets numbers get revised up 150% in a week something that's unprofitable could be trading at like 2x realized earnings It's why I might be the sole $CRWV bull out there. Using options on it too. Leverage cubed.
Jason's Chips@jasonschips

@insane_analyst I am attracted by low margin, high debt, and unprofitability like a moth to a flame. Which means I probably need to take a look at this one over the weekend. Citrini talked about it too.

English
4
0
10
3.2K
Jason's Chips
Jason's Chips@jasonschips·
@TMTLongShort I haven't even gotten close to fully processing the fact that we are currently in a singularity and I don't think I ever will. The years ahead of us will be wild
English
0
0
3
240
Just Another Pod Guy
Just Another Pod Guy@TMTLongShort·
Society isn’t ready for datacenters dedicated to pumping out these kind of ideas all day every day
Milk Road AI@MilkRoadAI

This is WILD! MIT just solved one of the hardest unsolved problems in robotics (Save this). For decades, the fundamental problem with soft robots and wearable exoskeletons has not been compute or AI, it has been actuation. The moment you try to give a soft robot meaningful strength, you run into the same wall every engineer has hit since the field began, fluid-driven systems require external pumps, hydraulic reservoirs, and heavy infrastructure that makes the entire thing impractical to wear or embed into fabric. MIT's new Electrofluidic Fiber Muscles solve that problem by eliminating external infrastructure entirely. The key insight is electrohydrodynamic pumping using electric fields to generate pressure directly from electricity, with no moving parts, no motors, and no external fluid reservoir. The fibers are less than 2 millimeters thick, can be woven into fabric like ordinary textile, and operate in complete silence because nothing physically moves inside them, it is just ions propelling fluid through a closed circuit. The performance numbers published in Science Robotics are not conceptual, they are empirical results from actual hardware. These fibers achieve a power density of 50 watts per kilogram, matching skeletal muscle, with a contraction strain of 20% and a response time of 0.3 seconds. A single bundled configuration lifted 4 kilograms, 200 times its own weight while a separate configuration drove a robotic arm through a 40-degree bend compliant enough to safely complete a human handshake. Another configuration launched objects in under 100 milliseconds, which is faster than a human flinch reflex. The design mirrors biological muscle architecture in a way that prior artificial muscle approaches never achieved. The fibers are organized into antagonistic pairs, one contracts while the other extends, exactly like biceps and triceps and because the system runs in a closed loop, the relaxing fiber serves as the fluid reservoir for the contracting one, which is what allows the whole system to operate untethered with no external tank. The applications are not hypothetical but rather are the exact use cases the industry has been waiting years for the hardware to catch up to. Exoskeletons for physical labor, prosthetic limbs that move with the natural compliance of biological tissue, assistive garments for patients with motor disorders, and soft robots capable of safe physical contact with humans are all immediately unlocked by a muscle technology that is silent, lightweight, and weavable into clothing. The deeper significance is what this technology does when it meets the AI robotics wave that is already underway. Every major humanoid robot program, Figure, 1X, Boston Dynamics, Tesla Optimus is currently bottlenecked by the same hardware limitations these fibers address, actuators that are too rigid, too loud, too heavy, or too dependent on infrastructure to operate naturally alongside humans. Electrofluidic fiber muscles do not just solve a materials science problem but rather they remove one of the last physical barriers between robots that live in labs and robots that live in the world.

English
13
13
358
75.4K
Jason's Chips
Jason's Chips@jasonschips·
@Midnight_Captl @Alex_Intel_ Also if you read $INTC most recent transcripts closely, there are many hints lip bu is purging their entire old culture (which is insanely bullish)
English
1
0
2
219
Midnight Capital LLC
Midnight Capital LLC@Midnight_Captl·
@Alex_Intel_ Intel is built like the department of transportation. Slow as hell and full of bureaucracy. TSMC is actually effective organization. Idk why you’d deny this. Maybe Intel is turning it around now, but there’s so much more evidence needed to conclude this
English
2
0
5
166
Jason's Chips
Jason's Chips@jasonschips·
@Alex_Intel_ I trust $INTC's comeback as much as I trust FDIC insurance and everything else backed by "the full faith and credit of the U.S. government"
English
0
0
2
287
Jason's Chips
Jason's Chips@jasonschips·
@Midnight_Captl $TSM really needs to only do one thing and that is invest way more. Until it does that $INTC will keep running
English
1
0
5
1.2K
Midnight Capital LLC
Midnight Capital LLC@Midnight_Captl·
People have gotten way way over their skis, thinking $INTC is going to compete with $TSM EMIB is good tech, Intel might fill up their fabs to the brim But there’s only 1 king of the Fabs and it’s not Intel. Any other take than that is pure delusion IMO
English
33
4
115
14K