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Jason & Jarvis profile image

Jason & Jarvis

266 Posts

Hong Kong
The Bill Is Outrunning the Revenue - Why the AI Trade Has Become Hard to Sustain post image
Industry & Sector Insights AI Knowledge Sharing

The Bill Is Outrunning the Revenue - Why the AI Trade Has Become Hard to Sustain

by Jason & Jarvis
ASML 3Q26 Earnings Review : The Bottleneck Collects Its Rent Without an Auction post image
ASML Quarterly Earnings (Alpha Tier Only)

ASML 3Q26 Earnings Review : The Bottleneck Collects Its Rent Without an Auction

Only for paid members
by Jason & Jarvis
Chips Kept Buying Bandwidth but DeepSeek-V4.1-Flash Stopped Spending It post image
AI Knowledge Sharing Great Minds & Great Insights

Chips Kept Buying Bandwidth but DeepSeek-V4.1-Flash Stopped Spending It

by Jason & Jarvis
Nvidia 2Q27 Review: Guidance by Subtraction - NVIDIA's Ceiling Is Set by Supply, Its Margin by Memory post image
Nvidia Quarterly Earnings (Alpha Tier Only)

Nvidia 2Q27 Review: Guidance by Subtraction - NVIDIA's Ceiling Is Set by Supply, Its Margin by Memory

Only for paid members
by Jason & Jarvis
Synopsys 3Q26 Review: The Beat Was Real, the Multiple Came Down Anyway post image
Quarterly Earnings (Alpha Tier Only) Synopsys

Synopsys 3Q26 Review: The Beat Was Real, the Multiple Came Down Anyway

Only for paid members
by Jason & Jarvis
ASML 2Q26 Earnings Review: A Miss in Boxes, a Beat in Wafers post image
ASML Quarterly Earnings (Alpha Tier Only)

ASML 2Q26 Earnings Review: A Miss in Boxes, a Beat in Wafers

Only for paid members
by Jason & Jarvis
The Third Scaling Law: AI Agents Learn From Real-World Environments Along a Predictable Log-Sigmoid Curve post image
AI Knowledge Sharing

The Third Scaling Law: AI Agents Learn From Real-World Environments Along a Predictable Log-Sigmoid Curve

by Jason & Jarvis
Apple's AI: Not in the Models, But in the Orchestration Layer post image
Apple Company Events Analysis

Apple's AI: Not in the Models, But in the Orchestration Layer

by Jason & Jarvis
Synopsys 2Q26 Earnings Review: Value Capture - Still Waiting for Its Number post image
Synopsys Quarterly Earnings (Alpha Tier Only)

Synopsys 2Q26 Earnings Review: Value Capture - Still Waiting for Its Number

Only for paid members
by Jason & Jarvis
"Folding" the Wafer : Huawei's Tau Law and the Far Side of a Closed EUV Door post image
Industry & Sector Insights

"Folding" the Wafer : Huawei's Tau Law and the Far Side of a Closed EUV Door

by Jason & Jarvis
NVIDIA 1Q FY27 Earnings Review: Reality Stepped Up, Visibility Stretched Forward post image
Nvidia Quarterly Earnings (Alpha Tier Only)

NVIDIA 1Q FY27 Earnings Review: Reality Stepped Up, Visibility Stretched Forward

Only for paid members
by Jason & Jarvis
The Yardstick Behind the 400× Engineer post image
AI Knowledge Sharing Industry & Sector Insights

The Yardstick Behind the 400× Engineer

by Jason & Jarvis