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.
Still not much AI going on. Amazon Q3 25 – Still behind. Apple FQ4 25 – Short-term bounce
Qualcomm bets against high-bandwidth memory
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 – Short Attack
A lot of the mutterings don’t hold water.