Little attention is paid to the consumer at its own show Jensen sets the tone. AMD – A nod to the consumer Consumer AI– Samsung and Google.
New node is less economic than the old one.
The business model does not quite work.
Argument for exports is weaker.
Compared to Xi, Trump is a pushover.
Looks like an acqui-hire
More realignment and less cancellation
China is the roadblock, not the White House.
The technology battle is over. The battle for the user begins
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.
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