More realignment and less cancellation
China is the roadblock, not the White House.
The technology battle is over. The battle for the user begins
Europe is still fiddling
Qwen moves out front
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
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.
Meta Platforms – Cash not Limitless
Looks like an acqui-hire