GTC Berlin Day 1 – The Time Machine
Chip to token accelerated.
European AI – The Language Effect
The EU is down but not out.
Artificial Intelligence – Critical Test
Q3 26 results and GTC are going to be crucial.
Artificial Intelligence – Confidence Debate
Jensen lends CoreWeave his credibility.
Arm vs Qualcomm – No Score Draw
The end of the road is v10.
Meta Platforms– Reinvention
Meta claims the frontier (again).
Nvidia & Reflection – Health Insurance pt. II
Another move to secure its future.
AI Datacentres – Greed and Fear
Firmus management shoots itself in the foot.
The Middle East – Tokens to Products
Things are moving again.
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.
AI & SpaceX – Cash Bonanza