IPO hopes are receding.
V4 shows the impact of US export restrictions.
Intel Q1 26 – Meme stock territory Meta – Zuck the Knife
SK Hynix Q1 26 – All cylinders Software: ServiceNow Q1 26 & IBM.
It is not as crazy as it sounds.
Anthropic needs focus.
The IP theft argument is pretty weak
Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow
14th April 2026: Radio Free Mobile extends its AI coverage with an examination of the economics of AI compute. RFM subscribers will receive their copy by email. AI compute is...
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.
Qualcomm FQ2 26 – The Long Game
Finally, the market seems to get it.