Humain tells only half of the story.
Meta takes a step forward and two back.
Nvidia is 32x more efficient than Huawei.
What Jensen loses now, he will more than make up in the long run.
A mountain is being made of a molehill
AI Ecosystem: Gemini – No. 1 Banana Memory – HBM4: Ready to go
The water becomes much clearer.
Robotaxis: Yet another player. AI Rollout: Still going strong.
Apple surprised me somewhat.
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.
Intel & Nvidia – Landscape Gardening
Partnership does not materially change the landscape.