AMD Q3 25: Market timing Ouster Q3 25: Narrative in charge.
Microsoft gets a licence for less than 1% of what the region needs in 2026 alone
No one cares until it is too late
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.
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.
Qualcomm FQ4 & FY 2025 – Elephant Watching
Data centre is the elephant the market is ignoring.