Qualcomm FQ4 26 – Wall of Worry Arm FQ2 27 – Getting interesting
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.
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.
Anthropic & Nvidia – The Market Speaks
Nvidia: gigantic cash machine on sale. Anthropic: early demand suggests risk appetite is as strong as ever.