xAI – Printing Cash
Another deal at very high margins.
China vs USA – Chinese Whispers
Somewhere the message became garbled.
Intel – Rising Tide
CPU tide floats all boats
Smart Glasses – Oh Snap!
Too big, too expensive, no ecosystem.
OpenAI – Silver Lining
Early contracts could make OpenAI the cost leader.
SpaceX (xAI) – Position of Strength
Anthropic was good, Google is better.
Artificial Intelligence – Dirty Laundry
I don’t expect this fight to last long.
Technology Newsround – OpenAI & Adobe
OpenAI – Price cuts will be catastrophic Adobe FQ26 – Unnecessary uncertainty pt. II
Oracle FQ4 26 – B+
Oracle gets a provisional B+ for AI Infrastructure
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.
EU vs. Everyone – A Blow Upon a Bruise