J Capital Research

Independent Insight Provider

J Capital Research, a U.S. company, publishes highly diligenced research reports on publicly traded companies, relying on deep, on-the-ground primary research. J Capital has particular expertise in the Chinese market, but we look at over-valued companies throughout the world. As an activist short- and long-research shop, when we form a clear view, we publish free, public reports to inform the investing public and never disguise our identity. We believe the internet has afforded an opportunity to small, unaffiliated investors to leapfrog the big banks, with their conflicts of interest, and obtain unbiased information on traded companies. We pride ourselves on our independence and the quality of our work. We hope the work speaks for itself.

Equity Bottom-Up

<ul><li>Microchip Technology (MCHP) has gotten caught up in AI fever.</li><li>Executives say the great majority of growth is from data centers.</li><li>They call data centers part of their “megatrend” segment and say their products serve the “bleeding edge” of AI technology.</li></ul>

Microchip Technology (MCHP) has gotten caught up in AI fever.Executives say the great majority of growth is from data centers.They call data centers part of their “megatrend” segment and say their products serve the “bleeding edge” of AI technology.

Microchip Technology (MCHP): AI Hype Takes You Only So Far