Results so far are not inspiring the AI trade Amazon Q3 26 – A cannonball to cash flow Intel Q3 26 – Double Whammy
Alphabet Q3 26: GCP almost saves the day. Microsoft FQ1 27 – The one steady report ServiceNow Q3 26 – SaaSpocalypse zombie awakens! Oracle Investor Day – Surviving not thriving.
GTC Berlin Day 2 – A Very Civilised Affair Meta Platforms Q3 26 – Not what was hoped
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.
Qualcomm FQ4 & Arm FQ2 27– Horrible Handsets
Qualcomm FQ4 26 – Wall of Worry Arm FQ2 27 – Getting interesting