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.
Bee tells the story of Amazon AI.
TSMC Q2 2025 – Compare and contrast OpenAI – Getting Googled
VivaTech’s dreams are already coming apart.
AI picks and shovels continue to do very nicely. The Western AI industry has clearly put the DeepSeek wobble behind it with no sign of a fall in demand or...
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.
Intel & Nvidia – Landscape Gardening
Partnership does not materially change the landscape.