Bubble hunters float a hot new topic.
CAC executes US trade policy
0.5m chips are a drop in the ocean
Sam builds while the EU fiddles.
2nd largest frame order in history.
Partnership does not materially change the landscape.
Humain tells only half of the story.
Nvidia is 32x more efficient than Huawei.
What Jensen loses now, he will more than make up in the long run.
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.
OpenAI & Broadcom – Transistor to Token
A bold bet with yet another frame order.