Once again, China is the agent of US policy.
China is back in full force Smart Glasses – Almost as popular as robots
New node is less economic than the old one.
Argument for exports is weaker.
Compared to Xi, Trump is a pushover.
China is the roadblock, not the White House.
Qwen moves out front
Qwen is Alibaba’s opportunity
Revenue growth is all that is missing.
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.
Global Foundries Q4 25 – Good Timing
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