Qualcomm vs. Apple – Armistice Summit Day 3: The themes (almost) brought to life through demos.
Qualcomm hints at Apple’s Nemesis
China – AI Detent? Meta – Muse Agent
Apple gets the fold right.
Everyone says it. No one means it.
Too big, too expensive, no ecosystem.
Sniping from the back of the pack.
Silly gimmicks still sell phones.
The new cook is confirmed.
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.
Apple FQ2 26 – Slow but steady
Apple struggles to justify its multiple.