The US hardware advantage dwarfs all else.
Qualcomm vs. Apple – Armistice Summit Day 3: The themes (almost) brought to life through demos.
Qualcomm hints at Apple’s Nemesis
China – AI Detent? Meta – Muse Agent
Huawei is already active in Malaysia but not in AI.
Nvidia invests to keep its share and margins in rude health.
AI still driving the numbers Broadcom FQ3 26 – Fairly well anticipated. Snowflake FQ3 26 – SaaSpocalypse dying
A question of who you believe.
Nvidia & OpenAI – Cost leadership. CXMT – IPO Bounce.
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.
Nvidia & Reflection – Health Insurance pt. II
Another move to secure its future.