Tech Newsround – ASML & Nvidia
ASML Q2 25 – China bites Nvidia vs. Intel vs. Qualcomm – Advantage Qualcomm
USA vs. China – Losing Battle
Nvidia will eventually lose China.
European AI – Optimism Unravelling
VivaTech’s dreams are already coming apart.
Tech Newsround – Nvidia & Amazon
Nvidia – Becoming futile. Amazon – The Backstop.
The Metaverse – Meta’s Moves
Smart glasses are becoming real.
Samsung Q2 25 – Nadir of Fortunes
More apologies are expected.
Artificial Intelligence – DeepSeek Disappearing
DeepSeek’s edge has evaporated.
Sovereign AI – European Rebellion
European industry exposes the open secret.
China vs. USA – Wheeler Dealer
EDA restrictions look like they were a feint.
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.
Tech Newsround – TSMC & OpenAI