Anthropic & Nvidia – The Market Speaks
Nvidia: gigantic cash machine on sale. Anthropic: early demand suggests risk appetite is as strong as ever.
China vs. USA – Chip Debate
AI chip imports into China more unlikely than ever.
Nvidia – A Severe Test
I think Jensen stays on.
Artificial Intelligence – Panic Debate
Demand keeps the story intact.
Qualcomm FQ4 & Arm FQ2 27– Horrible Handsets
Qualcomm FQ4 26 – Wall of Worry Arm FQ2 27 – Getting interesting
Anthropic Q3 26 – The Tokenmax Effect
Price cuts put Anthropic back in the red.
Apple FQ2 26 – Slow but steady
Apple struggles to justify its multiple.
Kioxia FQ2 27 – Canary?
Kioxia’s issues are Kioxia specific.
Amazon and Intel Q3 26 – Another Bad Night
Results so far are not inspiring the AI trade Amazon Q3 26 – A cannonball to cash flow Intel Q3 26 – Double Whammy
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.
Nvidia – A Severe Test pt. II