China is the roadblock, not the White House.
A lot of the mutterings don’t hold water.
Nvidia does enough to keep the party going
The real problem is economics.
Revenue growth is all that is missing.
Leading and winning are two very different things.
Power constraints play to Arm’s advantage.
Data centre is the elephant the market is ignoring.
AMD Q3 25: Market timing Ouster Q3 25: Narrative in charge.
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.