Qualcomm & Amazon – Out of the closet
Amazon announces it’s a customer.
USA vs. China – No Contest pt. III
Huawei is already active in Malaysia but not in AI.
OpenAI GPT-6 – Back on Pole
OpenAI retakes the lead.
Nvidia & Hugging Face – Health Insurance
Nvidia invests to keep its share and margins in rude health.
Broadcom & Snowflake– No Slowdown Yet
AI still driving the numbers Broadcom FQ3 26 – Fairly well anticipated. Snowflake FQ3 26 – SaaSpocalypse dying
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.
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.
Apple – Master of UX