Smart glasses are becoming real.
More apologies are expected.
DeepSeek’s edge has evaporated.
European industry exposes the open secret.
EDA restrictions look like they were a feint.
Acquisition remains the most likely outcome.
AI picks and shovels continue to do very nicely. The Western AI industry has clearly put the DeepSeek wobble behind it with no sign of a fall in demand or cut in capex meaning that for now, the AI party continues in full swing. Micron reported excellent results, handily beating expectations and with more to come, there is no sign...
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.
Tech Newsround – Nvidia & Amazon
Nvidia – Becoming futile. Amazon – The Backstop.