Still space for major problems.
Qualcomm bets against high-bandwidth memory
Atlas is an attempt to monetise the 700m.
I think China is responsible for almost all of Nvidia’s China issues.
…and sloppy fact-checking.
GITEX has become a proper trade show.
Samsung: The best is ahead? Wayve: The wrong tree
A bold bet with yet another frame order.
Bubble hunters float a hot new topic.
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.











Artificial Intelligence – Finance Debate
No one cares until it is too late