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.
What Jensen loses now, he will more than make up in the long run.
The have-not is hurting
Intel Q2 25 – No Answers. SK Hynix Q2 25 – Making Hay.
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.
Qualcomm & AI – 4th-Time Lucky
Qualcomm bets against high-bandwidth memory