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
LEAP Day 1 – War? What War?
AI on track for reality.
China vs. USA – Chips for Free?
Buying Huawei makes no sense unless they are almost free.
Salesforce FQ2 27 – SaaSpocalypse Never!
Another nail in the coffin of the SaaSpocalypse theory.
Nvidia FQ2 27 – Party Extension
Nvidia extends the party another 12 months.
OpenAI – Spicy Chilli
Jalapeno is hot.
Anthropic – The issue of price
The cure for high prices is high prices.
Datacentre Update – Still Adrift
Q3 2026 needs to be amazing.
Gone wine tasting – Back August 24th
Radio Free Mobile has departed on a tour of the wineries of the Loire Valley and will return on August 24th.
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.
Broadcom & Snowflake– No Slowdown Yet