I think China is responsible for almost all of Nvidia’s China issues.
CAC executes US trade policy
Nvidia is 32x more efficient than Huawei.
What Jensen loses now, he will more than make up in the long run.
A mountain is being made of a molehill
Waiver cancellations won’t change very much.
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 – No Contest pt. II
Leading and winning are two very different things.