Splurge of results and another splurge of capex.
USA vs China – Counterproductive. OpenAI and Microsoft – Free at last.
V4 shows the impact of US export restrictions.
Intel Q1 26 – Meme stock territory Meta – Zuck the Knife
SK Hynix Q1 26 – All cylinders Software: ServiceNow Q1 26 & IBM.
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.
China vs USA – Rounding Error
Huawei will produce a tiny fraction of global compute.