Cerebras times the market perfectly.
Almost as big as the technology problem.
Alibaba plays to its strengths.
The AI trade looks similar to precious metals.
Arm FQ4 26 – RSI curse. CoreWeave Q1 26 – Revenue per GW bomb
Money for nothing and your chips for free.
Claude makes the case for ServiceNow, Salesforce & Co.
Huawei will produce a tiny fraction of global compute.
Splurge of results and another splurge of capex.
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 – Debt Debate pt. III
Excessive leverage usually ends in tears