A lot of the mutterings don’t hold water.
Qwen is Alibaba’s opportunity
The Middle East – Gimme chips! Gemini 3 – Competent but annoying
Nvidia does enough to keep the party going
Meta follows Google The Middle East: Humain – Chip licence incoming.
The real problem is economics.
Looking for a new cook
Great in some places, not in others
Revenue growth is all that is missing.
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.
Alibaba FQ2 26 – Investment Phase
Qwen moves out front