Artificial Intelligence – Debt Debate
Buying AI Infrastructure with debt is a bad idea.
Samsung Electronics – Confirmation
The shares are still attractive
Arm FQ3 26 & Amazon Q4 25 – Different Takes.
Arm FQ3 2026 – Smartphone proof Amazon Q4 25 – A crazy battle of one-upsmanship
Qualcomm FQ1 26 & Google Q4 25– All In!
Qualcomm FQ1 26 – A situation that both Qualcomm and MediaTek would like to forget. Google Q4 25 – All its chips on AI
Tech Newsround – AMD, Nvidia, Services
AMD Q4 25 – Nvidia’s demise is not imminent. Software & Services – AI-related meltdown
Nvidia – Bear Attack
Nvidia is the subject of pretty baseless market chatter.
Oracle and Nvidia – Canaries?
The cure for low prices is low prices.
Apple FQ1 26 – The Gimmick Dividend
Pointless gimmicks are still a crowd pleaser
Meta & Microsoft – Spend, Spend, Spend.
Microsoft FQ2 26 – Wobble at the top. Meta Q4 25 – Peak Splurge.
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 – Reasoning Debate pt. V