China vs USA – Economic Illusion
GLM-5.2 can only be competitive on non-Chinese silicon.
Micron FQ3 26 – Peak Power
Micron trades for stability.
Qualcomm Investor Day – Pick and Mix
4 hyperscalers in the bag.
EU vs. Everyone – A Blow Upon a Bruise
More regulatory meddling.
xAI – Printing Cash
Another deal at very high margins.
China vs USA – Chinese Whispers
Somewhere the message became garbled.
Intel – Rising Tide
CPU tide floats all boats
Smart Glasses – Oh Snap!
Too big, too expensive, no ecosystem.
OpenAI – Silver Lining
Early contracts could make OpenAI the cost leader.
About Me
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.
OpenAI – The Elusive Trillion