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
Europe is still fiddling
Qwen moves out front
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.
USA vs. China – All about Economics
New node is less economic than the old one.