Still space for major problems.
Qualcomm bets against high-bandwidth memory
GM is not as stupid as it sounds.
No real progress other than on bloat.
More fun at half the price
Atlas is an attempt to monetise the 700m.
I think China is responsible for almost all of Nvidia’s China issues.
…and sloppy fact-checking.
GITEX has become a proper trade show.
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.
AI Laggards Q3 25 – Bounce but no Recovery
Still not much AI going on. Amazon Q3 25 – Still behind. Apple FQ4 25 – Short-term bounce