Nvidia: gigantic cash machine on sale. Anthropic: early demand suggests risk appetite is as strong as ever.
Qualcomm FQ4 26 – Wall of Worry Arm FQ2 27 – Getting interesting
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.
The NeoClouds – Game of Numbers
The numbers don’t add up yet.