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.
CAC executes US trade policy
Nvidia is 32x more efficient than Huawei.
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 – Export Debate
Argument for exports is weaker.