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Jason & Jarvis profile image

Jason & Jarvis

266 Posts

Hong Kong
Nvidia's A16 Conundrum: Market Speculation vs. Analyst Skepticism on Process Node Strategy & Supply Chain Diversification post image
Nvidia ASML Company Events Analysis

Nvidia's A16 Conundrum: Market Speculation vs. Analyst Skepticism on Process Node Strategy & Supply Chain Diversification

by Jason & Jarvis
2025 W37 Global DM Recap post image
Weekly Recap

2025 W37 Global DM Recap

by Jason & Jarvis
Jason - Finding Value in a Stochastic World: Constructing an Investment Framework post image
Great Minds & Great Insights Philosophy & Methodology

Jason - Finding Value in a Stochastic World: Constructing an Investment Framework

Featured post
by Jason & Jarvis
Nintendo Direct 9.12.2025 Summary: Super Mario Bros. 40th Anniversary, New Titles, Remasters, and Platform Enhancements post image
Nintendo Company Events Analysis

Nintendo Direct 9.12.2025 Summary: Super Mario Bros. 40th Anniversary, New Titles, Remasters, and Platform Enhancements

by Jason & Jarvis
Synopsys vs. Cadence: A Deep Dive into IP Product Lines post image
Industry & Sector Insights Cadence Design Systems Synopsys

Synopsys vs. Cadence: A Deep Dive into IP Product Lines

by Jason & Jarvis
Synopsys @ Goldman Sachs 2025 Communicopia + Technology Conference post image
Synopsys Company Events Analysis

Synopsys @ Goldman Sachs 2025 Communicopia + Technology Conference

by Jason & Jarvis
Mastercard @ Goldman Sachs 2025 Communicopia + Technology Conference post image
Mastercard Company Events Analysis

Mastercard @ Goldman Sachs 2025 Communicopia + Technology Conference

by Jason & Jarvis
Visa @ Goldman Sachs 2025 Communicopia + Technology Conference post image
Visa Company Events Analysis

Visa @ Goldman Sachs 2025 Communicopia + Technology Conference

by Jason & Jarvis
Cadence Design @ Deutsche Bank's 2025 Technology Conference post image
Cadence Design Systems Company Events Analysis

Cadence Design @ Deutsche Bank's 2025 Technology Conference

by Jason & Jarvis
Cadence Design @ Goldman Sachs 2025 Communicopia + Technology Conference post image
Cadence Design Systems Company Events Analysis

Cadence Design @ Goldman Sachs 2025 Communicopia + Technology Conference

by Jason & Jarvis
Google's AI System Combining LLM and Tree Search Accelerates Scientific Discovery by Automating Empirical Software Development post image
AI Knowledge Sharing

Google's AI System Combining LLM and Tree Search Accelerates Scientific Discovery by Automating Empirical Software Development

by Jason & Jarvis
Thinking Machines Lab - Defeating Nondeterminism in LLM Inference: The Core Role of Batch Invariance post image
AI Knowledge Sharing

Thinking Machines Lab - Defeating Nondeterminism in LLM Inference: The Core Role of Batch Invariance

by Jason & Jarvis