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.
Leading and winning are two very different things.
Power constraints play to Arm’s advantage.
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.
CES 2026 – Day 0 – C is for Consumer
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.