Nvidia & OpenAI – Cost leadership. CXMT – IPO Bounce.
Intel and AMD both require a stretch of the imagination Intel Q2 26 – Breathing space. AMD – The Big Leagues.
Hype tells one story. The stock market tells the opposite.
Going behind the meter should solve a lot of problems.
This is not a long-term opportunity
Everyone says it. No one means it.
An example of one to have avoided.
Chip smuggling is pretty irrelevant.
TSMC: Good but in line. China: Inference at the edge.
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.
SK Hynix Q2 26 – Greed and Fear
A question of who you believe.