Samsung: The best is ahead? Wayve: The wrong tree
A bold bet with yet another frame order.
Bubble hunters float a hot new topic.
CAC executes US trade policy
0.5m chips are a drop in the ocean
Sam builds while the EU fiddles.
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.
GITEX 2025 – A Glorious Scrummage
GITEX has become a proper trade show.