0.5m chips are a drop in the ocean
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.
Partnership does not materially change the landscape.
Humain tells only half of the story.
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 – Tale of Two Cities
Sam builds while the EU fiddles.