More Intel than Nvidia
Doomsayers and cool-aid drinkers are both wrong.
Qualcomm closes out the win.
Amazon badly needs material improvement.
Acquisition is the only way out.
Day 2 – Chips that are ready for AI when it comes.
Day 1 – Why the opportunity is worth pursuing
OpenAI becomes an Nvidia shop.
Smart glasses are a sign of potential
RFM has gone on a tour of France to sample the vineyards. Normal service will resume on August 18th.
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.
