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.
Finally, the market seems to get it.
IPO hopes are receding.
V4 shows the impact of US export restrictions.
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
Alibaba plays to its strengths.