Artificial Intelligence – Bubble Scenario pt. II
The present is rhyming more with the past.
Computex 2026 Day 3 – Wintel
More convincing needed Intel – A temporary breathing space Microsoft – Bad timing
Computex 2026 Day 2 – All about the edge
AI will run at the edge wherever possible Qualcomm – More datacentre, please. Arm – Sweet spot.
Computex 2026 Day 1 – GTC Taiwan or Computex?
Jensen sets the agenda for Computex 2026
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.
Broadcom FQ2 26 – Beat, No Raise