jasonschips
AI & Semiconductor Investor, Jason's Chips
jasonschips is the pseudonymous X account of Jason's Chips, a Substack newsletter on AI and semiconductor stocks published since November 2025. Its profile describes a buy-side investor in AI and semiconductors; in August 2026 the account announced that its author had joined a start-up investment fund, and the newsletter became free on 1 August 2026. The newsletter runs multi-part company series on Aixtron, Lumentum, Soitec, CoreWeave and Cerebras, earnings reviews, primers on co-packaged optics, silicon photonics, advanced packaging and optical circuit switching, and coverage of conferences such as Computex and Hot Chips. On X it concentrates on optical networking and AI photonics, from laser, component and equipment makers such as Lumentum, Coherent, Aixtron and Sivers to indium phosphide supply, and on Nvidia, memory and the neocloud and power companies building AI data centres.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #18 | #7 | #12 | #25 | — | #2 |
| Calls | 30 | 29 | 28 | 13 | 0/10 | 29 |
| Avg return | +6.8% | +21.6% | +34.1% | +59.6% | — | +35.5% |
| vs S&P 500 | +5.4 pp | +17.4 pp | +26.8 pp | +43.9 pp | — | +27.3 pp |
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jasonschips has 30 trade ideas tracked on Buzzberg across 29 tickers since January 2026. Win rate 64% across 28 evaluated calls, average return +25.4%. Ranked #7 on Buzzberg's 30-day Authors leaderboard. Most covered: LITE, CRWV, AIXA.DE.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
