Still not much AI going on. Amazon Q3 25 – Still behind. Apple FQ4 25 – Short-term bounce
Still space for major problems.
Qualcomm bets against high-bandwidth memory
A bold bet with yet another frame order.
0.5m chips are a drop in the ocean
2nd largest frame order in history.
Partnership does not materially change the landscape.
Humain tells only half of the story.
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.
Artificial Intelligence – Finance Debate
No one cares until it is too late