China takes off the shine.
Samsung – Crunch time. Cambricon – A rapidly growing speck.
Chinese regulators bolster US ambitions.
ASML Q2 25 – China bites Nvidia vs. Intel vs. Qualcomm – Advantage Qualcomm
Nvidia – Becoming futile. Amazon – The Backstop.
DeepSeek’s edge has evaporated.
EDA restrictions look like they were a feint.
Economics always wins.
Open-source strategy unlikely to deliver.
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.
Alibaba FQ1 26– Pixie Dust
Alibaba gets some AI shine.