Bubble hunters float a hot new topic.
0.5m chips are a drop in the ocean
Sam builds while the EU fiddles.
2nd largest frame order in history.
Doomsayers and cool-aid drinkers are both wrong.
Zuck has the last laugh. Qualcomm vs. Arm – Short but Sharp pt. IV – ERRATUM.
Qualcomm closes out the win.
Amazon badly needs material improvement.
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.
OpenAI & Broadcom – Transistor to Token
A bold bet with yet another frame order.