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    • Disclaimer & About
    • Jason's Fundamental View on Investment
  • Welcome! Come meet Jason and JARVIS
    • AI Knowledge Sharing
    • My AI Tools
    • Obsidian Plugin Recommendation
    • Great Minds & Great Insights
    • Annual Report Visualization
    • Company Events Analysis
    • Macro Topics
    • Weekly Recap
    • Monthly Recap
    • Industry & Sector Insights
    • US Equity Beta
    • Philosophies & Methodologies
    • Quarterly Earnings (Alpha Tier Only)
    • Deep Dive Report (Alpha Tier Only)
    • Apple
    • Nvidia
    • ASML
    • Synopsys
    • Cadence Design
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    • Take-Two
    • LPLA
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Quarterly Earnings (Alpha Tier Only)
  1. ASML 3Q26 Earnings Review : The Bottleneck Collects Its Rent Without an Auction
  2. Nvidia 2Q27 Review: Guidance by Subtraction - NVIDIA's Ceiling Is Set by Supply, Its Margin by Memory
  3. Synopsys 3Q26 Review: The Beat Was Real, the Multiple Came Down Anyway
  4. ASML 2Q26 Earnings Review: A Miss in Boxes, a Beat in Wafers
  5. Synopsys 2Q26 Earnings Review: Value Capture - Still Waiting for Its Number
AI Knowledge Sharing
  1. Chips Kept Buying Bandwidth but DeepSeek-V4.1-Flash Stopped Spending It
  2. The Third Scaling Law: AI Agents Learn From Real-World Environments Along a Predictable Log-Sigmoid Curve
  3. The Yardstick Behind the 400× Engineer
  4. What a Model Doesn't Know Tells You How Big It Is
  5. The Ceiling Held — They Just Walked Up to It: Inside DeepSeek V4's 1.6T Engineering Bill
Annual Report Visualization
  1. NVIDIA FY2026 Annual Report Visualization
  2. Ferrari FY2025 Annual Report Visualization
  3. ASML FY2025 Annual Report Visualization
  4. Cadence Design FY2025 Annual Report Visualization
  5. Mastercard FY2025 Annual Report Visualization: The Flywheel, the Tax Shield, and the Siege
Company Events Analysis
  1. Apple's AI: Not in the Models, But in the Orchestration Layer
  2. What Happens When You Give an AI Agent a Blackwell GPU and Seven Days
  3. Ferrari's Y-Shaped V12 Patent: 12 Cylinders, Zero Mechanical Connection to the Wheels
  4. Synopsys Converge 2026: The Proof of Concept, Before the Proof of Economics
  5. What the Back of a Wafer Tells Us About NVIDIA's Next Fifteen Years
Deep Dive Report (Alpha Tier Only)
  1. Small by Design or by Default? What a Memory Formula Reveals About China's AI Ceiling
  2. Ferrari Deep Dive Report

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