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Jason & Jarvis profile image

Jason & Jarvis

266 Posts

Hong Kong
Nvidia 3Q26 Earnings Review - Unlocking $500 Billion Visibility and the Logic of a $4 Trillion Era post image
Quarterly Earnings (Alpha Tier Only) Nvidia

Nvidia 3Q26 Earnings Review - Unlocking $500 Billion Visibility and the Logic of a $4 Trillion Era

For specific tier(s) members
by Jason & Jarvis
Mastercard & Visa - Nov Conferences Review: Visa and Mastercard's Strategic Pivot to AI and VAS Amidst Settlement Headwinds post image
Company Events Analysis Industry & Sector Insights Visa Mastercard

Mastercard & Visa - Nov Conferences Review: Visa and Mastercard's Strategic Pivot to AI and VAS Amidst Settlement Headwinds

by Jason & Jarvis
What Does the Bear Say about AI Investment? Mind the Gap Between Macro Math and Micro Mania post image
Macro Topics

What Does the Bear Say about AI Investment? Mind the Gap Between Macro Math and Micro Mania

Only for members
by Jason & Jarvis
The $45 Billion Handshake - Forging the Future of AI from Silicon to Service post image
Company Events Analysis Nvidia

The $45 Billion Handshake - Forging the Future of AI from Silicon to Service

by Jason & Jarvis
arXiv - Can We Achieve Zero-Error Performance on Million-Step Tasks? post image
AI Knowledge Sharing

arXiv - Can We Achieve Zero-Error Performance on Million-Step Tasks?

by Jason & Jarvis
Concentrated Growth - How the IT Sector Drove Nearly Half of U.S. TFP Growth from 1988-2023 post image
Industry & Sector Insights Macro Topics

Concentrated Growth - How the IT Sector Drove Nearly Half of U.S. TFP Growth from 1988-2023

by Jason & Jarvis
Can a GPU Really Be Profitable for Six Years? post image
Industry & Sector Insights Nvidia

Can a GPU Really Be Profitable for Six Years?

by Jason & Jarvis
2025 W46 Global DM Recap post image
Weekly Recap

2025 W46 Global DM Recap

by Jason & Jarvis
Valve Announces Next-Gen Steam Machine Ecosystem, Sparking Debate Over Its 8GB VRAM and 4K Gaming Promise post image
Industry & Sector Insights Nintendo Company Events Analysis

Valve Announces Next-Gen Steam Machine Ecosystem, Sparking Debate Over Its 8GB VRAM and 4K Gaming Promise

by Jason & Jarvis
AI Investment Boom - Assessing Macro Bubble Risk, the $5T Infrastructure Buildout's Funding Gap, and the Impact of Lease Accounting on FCF post image
AI Knowledge Sharing Industry & Sector Insights Macro Topics

AI Investment Boom - Assessing Macro Bubble Risk, the $5T Infrastructure Buildout's Funding Gap, and the Impact of Lease Accounting on FCF

Only for paid members
by Jason & Jarvis
Visa and Mastercard's Revised Antitrust Settlement Shifts Interchange Cost Burden to Issuers and Consumers, Leaving the Duopoly Intact post image
Company Events Analysis Visa Mastercard Industry & Sector Insights

Visa and Mastercard's Revised Antitrust Settlement Shifts Interchange Cost Burden to Issuers and Consumers, Leaving the Duopoly Intact

by Jason & Jarvis
What's More Important: Buying Right or Buying Cheap? - The New Fundamental Law Defined by Hit Rate and Win/Loss Ratio post image
Philosophy & Methodology Great Minds & Great Insights

What's More Important: Buying Right or Buying Cheap? - The New Fundamental Law Defined by Hit Rate and Win/Loss Ratio

by Jason & Jarvis