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.
Argument for exports is weaker.
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.
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 – Tit for Tat
Once again, China is the agent of US policy.