MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Jason's Chips

https://www.jasonschips.ai/

Mentions33
Posts6
Latest post25 Aug 2026
Fujitsu LimitedHot Chips Day 2 - (C/G)PU-25 Aug 2026
Arm Holdings plcHot Chips Day 2 - (C/G)PU-25 Aug 2026
International Business Machines CorporationHot Chips Day 2 - (C/G)PU-25 Aug 2026
Intel CorporationHot Chips Day 2 - (C/G)PU-25 Aug 2026
Advanced Micro Devices, Inc.Hot Chips Day 2 - (C/G)PU-25 Aug 2026
NVIDIA CorporationHot Chips Day 2 - (C/G)PU-25 Aug 2026
Micron Technology, Inc.Hot Chips Day 1 - Precious Memories-24 Aug 2026
SK hynix Inc.Hot Chips Day 1 - Precious Memories-24 Aug 2026
Samsung Electronics Co., Ltd.Hot Chips Day 1 - Precious Memories-24 Aug 2026
Tesla, Inc.The Second Singularity | A General Theory on Humanoid Robotics (Free)-6 Jul 2026
Alphabet Inc.The Second Singularity | A General Theory on Humanoid Robotics (Free)-6 Jul 2026
Marvell Technology, Inc.Death, Taxes, and Indium Phosphide Shortage-26 Jun 2026
Nokia OyjDeath, Taxes, and Indium Phosphide Shortage-26 Jun 2026
Coherent Corp.Death, Taxes, and Indium Phosphide Shortage-26 Jun 2026
Lumentum Holdings Inc.Death, Taxes, and Indium Phosphide Shortage-26 Jun 2026
AIXTRON SEDeath, Taxes, and Indium Phosphide Shortage-26 Jun 2026
AXT, Inc.Death, Taxes, and Indium Phosphide Shortage-26 Jun 2026
Huber+Suhner AGOptical Circuit Switching 101: Better Than CPO?-19 Jun 2026
Coherent Corp.Optical Circuit Switching 101: Better Than CPO?-19 Jun 2026
Lumentum Holdings Inc.Optical Circuit Switching 101: Better Than CPO?-19 Jun 2026
SK Telecom Co., Ltd.Portfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
Core Scientific, Inc.Portfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
RIGAKU HOLDINGS CORPORATIONPortfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
NVIDIA CorporationPortfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
Samsung Electronics Co., Ltd.Portfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
Wolfspeed, Inc.Portfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
SoftBank Group Corp.Portfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
CoreWeave, Inc.Portfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
Intel CorporationPortfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
AIXTRON SEPortfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
SK hynix Inc.Portfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
Bloom Energy CorporationPortfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
Lumentum Holdings Inc.Portfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026