AMD Q4 25 – Nvidia’s demise is not imminent. Software & Services – AI-related meltdown
Nvidia is the subject of pretty baseless market chatter.
The cure for low prices is low prices.
MediaTek has been hiding its light under a bushel
Intel looks like it is doing a Lucent.
Once again, China is the agent of US policy.
Floor report – Still pretty calm Robotics – Behind every bot is a human Samsung Q4 2025 – Mojo Returns
Little attention is paid to the consumer at its own show Jensen sets the tone. AMD – A nod to the consumer Consumer AI– Samsung and Google.
New node is less economic than the old one.
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 FQ1 26 & Google Q4 25– All In!
Qualcomm FQ1 26 – A situation that both Qualcomm and MediaTek would like to forget. Google Q4 25 – All its chips on AI