Going behind the meter should solve a lot of problems.
This is not a long-term opportunity
Chip smuggling is pretty irrelevant.
TSMC: Good but in line. China: Inference at the edge.
Make hay while the sun shines.
Some adjustment may be needed at IPO
Chinese AI chip makers make no difference to Nvidia et al.
Better lucky than good.
Meta becomes interesting.
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.
China Tech – Black and White
Hype tells one story. The stock market tells the opposite.