OpenAI – Stalking Horse
OpenAI may come from behind in 2027.
Oracle FQ1 and Adobe FQ3 – B Grade
Oracle FQ1 27 – Still B+ Adobe FQ3 26 – Upfront investment
Apple – Master of UX
Apple gets the fold right.
Qualcomm & Amazon – Out of the closet
Amazon announces it’s a customer.
USA vs. China – No Contest pt. III
Huawei is already active in Malaysia but not in AI.
OpenAI GPT-6 – Back on Pole
OpenAI retakes the lead.
Nvidia & Hugging Face – Health Insurance
Nvidia invests to keep its share and margins in rude health.
Broadcom & Snowflake– No Slowdown Yet
AI still driving the numbers Broadcom FQ3 26 – Fairly well anticipated. Snowflake FQ3 26 – SaaSpocalypse dying
LEAP Day 2– Floor Speed Run
A rapid tour found themes other than Humain. Startups appear capital constrained China Robots – Dancing to the controller Huawei – Data Centre Update
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.
Artificial Intelligence – Regulatory Capture