AI Ecosystem: Gemini – No. 1 Banana Memory – HBM4: Ready to go
The water becomes much clearer.
Robotaxis: Yet another player. AI Rollout: Still going strong.
The doomers are wrong, but not as much as the cool-aid crowd.
Apple – Fatal Flaw. AI – The Magic Money Tree
Nothing much is going to change.
Alibaba gets some AI shine.
China takes off the shine.
Samsung – Crunch time. Cambricon – A rapidly growing speck.
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.
USA vs. China – Mountains and Molehills
A mountain is being made of a molehill