Meta Platforms – Sunshine Pt. II.
This is not a long-term opportunity
USA vs. China – Belt and Road 2.0
Everyone says it. No one means it.
IBM – SaaSpocalyspe?
An example of one to have avoided.
USA vs China – Small Time Smuggler
Chip smuggling is pretty irrelevant.
AI Newsround – TSMC & China
TSMC: Good but in line. China: Inference at the edge.
Meta Platforms – Sunshine
Make hay while the sun shines.
Anthropic – Not Quite Plain Sailing
Some adjustment may be needed at IPO
China vs. USA – No Difference
Chinese AI chip makers make no difference to Nvidia et al.
Samsung Q2 26 – Canary?
A question of demand
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
AI Energy – Two Birds, One Stone.