Looking for a new cook
Zuck has the last laugh. Qualcomm vs. Arm – Short but Sharp pt. IV – ERRATUM.
Meta takes a step forward and two back.
Apple surprised me somewhat.
Apple – Fatal Flaw. AI – The Magic Money Tree
$20 per share is a bad deal.
Indirect competition
Bee tells the story of Amazon AI.
ASML Q2 25 – China bites Nvidia vs. Intel vs. Qualcomm – Advantage Qualcomm
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.
The Metaverse – Resource Allocation
More realignment and less cancellation