…and sloppy fact-checking.
GITEX has become a proper trade show.
More Intel than Nvidia
Samsung: The best is ahead? Wayve: The wrong tree
A bold bet with yet another frame order.
Bubble hunters float a hot new topic.
0.5m chips are a drop in the ocean
Sam builds while the EU fiddles.
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 – Wrong Villain
I think China is responsible for almost all of Nvidia’s China issues.