The AI Trade – Gold Debate
The AI trade looks similar to precious metals.
Arm FQ4 & CoreWeave Q1 – Rocky Road
Arm FQ4 26 – RSI curse. CoreWeave Q1 26 – Revenue per GW bomb
AMD Q1 26 – Money for Nothing
Money for nothing and your chips for free.
VECS 2026 – The Big Comeback
OEMs learn to love petrol once again.
Artificial Intelligence – Whoops Apocalypse!
Claude makes the case for ServiceNow, Salesforce & Co.
China vs USA – Rounding Error
Huawei will produce a tiny fraction of global compute.
Apple FQ2 26 – Mini Cycle.
Silly gimmicks still sell phones.
Hyperscaler Day – The Big Splurge
Splurge of results and another splurge of capex.
Qualcomm FQ2 26 – The Long Game
Finally, the market seems to get it.
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.
Smart Glasses – China’s Advantage