Amazon & Apple – AI opposites
Amazon Q2 26 – Reassuring commentary Apple FQ3 26 – Dent from memory and supply
Qualcomm, Arm, Meta and Microsoft – Results Rush
Qualcomm FQ3 26 – Legacy Issue. Meta FQ2 26 – Zuck stares down the gift horse. Arm FQ1 27 – Same Legacy Issue. Microsoft FQ4...
Tech Newsround – Nvidia, OpenAI & CXMT
Nvidia & OpenAI – Cost leadership. CXMT – IPO Bounce.
Intel & AMD – Credibility Stretch
Intel and AMD both require a stretch of the imagination Intel Q2 26 – Breathing space. AMD – The Big Leagues.
Google & ServiceNow – Investment Issues
Google Q2 26 – Valuation supported by hot air rather than water. ServiceNow Q2 26 – On the nose.
China Tech – Black and White
Hype tells one story. The stock market tells the opposite.
AI Energy – Two Birds, One Stone.
Going behind the meter should solve a lot of problems.
Meta Platforms – Sunshine Pt. II.
This is not a long-term opportunity
USA vs. China – Belt and Road 2.0
Everyone says it. No one means it.
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.
SK Hynix Q2 26 – Greed and Fear