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.
Leading and winning are two very different things.
I think China is responsible for almost all of Nvidia’s China issues.
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.
CES 2026 – Day 3 – Back in the Open
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