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.
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.
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 – Marching Orders
What Jensen loses now, he will more than make up in the long run.