Artificial Intelligence – Confidence Debate
Jensen lends CoreWeave his credibility.
Arm vs Qualcomm – No Score Draw
The end of the road is v10.
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.
SpaceX – Spending Binge
$40bn is just the beginning.
Lucid – Cautionary Tale
PIF is Lucid’s one lifeline.
USA vs. China – All about hardware
The US hardware advantage dwarfs all else.
Micron FQ4 26 – Bottleneck Continues
Micron promises more of same.
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.
Meta Platforms– Reinvention