China is the roadblock, not the White House.
Europe is still fiddling
Qwen moves out front
A lot of the mutterings don’t hold water.
The Middle East – Gimme chips! Gemini 3 – Competent but annoying
Nvidia does enough to keep the party going
The real problem is economics.
SoftBank – Storm in a teacup. Meta Platforms – Commercial Pressure.
CoreWeave Q3 2025 – Have. Intel – Have not.
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 – Export Debate
Argument for exports is weaker.