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
No real progress other than on bloat.
GITEX has become a proper trade show.
A bold bet with yet another frame order.
2nd largest frame order in history.
Zuck has the last laugh. Qualcomm vs. Arm – Short but Sharp pt. IV – ERRATUM.
Partnership does not materially change the landscape.
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 FQ4 & FY 2025 – Elephant Watching
Data centre is the elephant the market is ignoring.