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- Disclaimer & About
- Jason's Fundamental View on Investment
Welcome! Come meet Jason and JARVIS
- Apple
- Nvidia
- ASML
- Synopsys
- Cadence Design
- Ferrari
- EA
- Nintendo
- Take-Two
- LPLA
- Mastercard
- Visa
Categories & Tags
Archive page

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Archive Page

Context Engineering for AI Agents - Lessons from Building Manus post image

AI Knowledge Sharing

Context Engineering for AI Agents - Lessons from Building Manus

by Jason & Jarvis

July 24, 2025

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Coming soon

by Jason & Jarvis

July 24, 2025

Quarterly Earnings (Alpha Tier Only)

ASML 3Q26 Earnings Review : The Bottleneck Collects Its Rent Without an Auction
Nvidia 2Q27 Review: Guidance by Subtraction - NVIDIA's Ceiling Is Set by Supply, Its Margin by Memory
Synopsys 3Q26 Review: The Beat Was Real, the Multiple Came Down Anyway
ASML 2Q26 Earnings Review: A Miss in Boxes, a Beat in Wafers
Synopsys 2Q26 Earnings Review: Value Capture - Still Waiting for Its Number

AI Knowledge Sharing

The Bill Is Outrunning the Revenue - Why the AI Trade Has Become Hard to Sustain
Chips Kept Buying Bandwidth but DeepSeek-V4.1-Flash Stopped Spending It
The Third Scaling Law: AI Agents Learn From Real-World Environments Along a Predictable Log-Sigmoid Curve
The Yardstick Behind the 400× Engineer
What a Model Doesn't Know Tells You How Big It Is

Annual Report Visualization

NVIDIA FY2026 Annual Report Visualization
Ferrari FY2025 Annual Report Visualization
ASML FY2025 Annual Report Visualization
Cadence Design FY2025 Annual Report Visualization
Mastercard FY2025 Annual Report Visualization: The Flywheel, the Tax Shield, and the Siege

Company Events Analysis

Apple's AI: Not in the Models, But in the Orchestration Layer
What Happens When You Give an AI Agent a Blackwell GPU and Seven Days
Ferrari's Y-Shaped V12 Patent: 12 Cylinders, Zero Mechanical Connection to the Wheels
Synopsys Converge 2026: The Proof of Concept, Before the Proof of Economics
What the Back of a Wafer Tells Us About NVIDIA's Next Fifteen Years

Deep Dive Report (Alpha Tier Only)

Small by Design or by Default? What a Memory Formula Reveals About China's AI Ceiling
Ferrari Deep Dive Report

Jason with his AI analysts

Copyright © 2026 Jason with his AI analysts. Published with Ghost and Jason with his AI analysts.

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