The warning lights are flashing yellow Apple claims that it has seen the first sign of generative AI impacting Google’s search traffic, meaning that Q2 25 will be a crucial...
The US Administration is very clever or very lucky. The reassessment of the new rule on chip exports from the USA by luck (or by design) will still have the...
For once, Jensen is not long-term enough. Jensen has bemoaned the potential loss of the Chinese market which he thinks will be worth $50bn. Even though he is famed for...
USA / China spoils the party. AMD’s excellent results show that it is taking share from Intel in PCs as well as gaining share in the data centre as inference...
The chances of collapse have increased materially. The abandonment of the plan to become a public benefit corporation means that the current unstable and conflicted corporate structure will persist, greatly...
Apple FQ2 25 – AI not a problem yet, but tariffs bite. Apple reported good results, but then guided weakly as it warned of a $900m tariff impact that sent...
Qualcomm FQ2 25 – Unreasonable punishment Qualcomm reported good results, but a slightly weaker-than-expected revenue forecast caused the market, already nervous about tariffs, to send the shares down 6%, creating...
F8 is resurrected to shoot at OpenAI & Co. Meta Platform’s cancelled F8 developer conference has been resurrected as LlamaCon where Meta spent most of its time shooting at OpenAI,...
Chinese models will be more expensive It looks like Huawei will produce 2 versions of its data centre chip this year, but this sudden acceleration of product cadence will not...
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.
Arm FQ4 25 – Mean Reversion
Worries have already evaporated Arm reported good results but guided weakly as a result of trade issues which already look like they will not come to pass which is why...