Micron trades for stability.
4 hyperscalers in the bag.
More regulatory meddling.
Another deal at very high margins.
Anthropic was good, Google is better.
OpenAI – Price cuts will be catastrophic Adobe FQ26 – Unnecessary uncertainty pt. II
Oracle gets a provisional B+ for AI Infrastructure
China cannot build enough compute
Sniping from the back of the pack.
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.
China vs USA – Economic Illusion
GLM-5.2 can only be competitive on non-Chinese silicon.