VivaTech’s dreams are already coming apart.
Nvidia – Becoming futile. Amazon – The Backstop.
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.
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 – Losing Battle
Nvidia will eventually lose China.