Doomsayers and cool-aid drinkers are both wrong.
Qualcomm closes out the win.
Amazon badly needs material improvement.
Partnership does not materially change the landscape.
Humain tells only half of the story.
Day 2 – Chips that are ready for AI when it comes.
Day 1 – Why the opportunity is worth pursuing
OpenAI becomes an Nvidia shop.
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.
Apple Metaverse – Short-Sighted
Zuck has the last laugh. Qualcomm vs. Arm – Short but Sharp pt. IV – ERRATUM.