AMD Q4 25 – Nvidia’s demise is not imminent. Software & Services – AI-related meltdown
Nvidia is the subject of pretty baseless market chatter.
The cure for low prices is low prices.
Microsoft FQ2 26 – Wobble at the top. Meta Q4 25 – Peak Splurge.
UAE makes a play for open source.
MediaTek has been hiding its light under a bushel
AI increasingly looks reset-ready
The business model of compute needs an urgent fix.
Nvidia moves to preserve its dominance
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 FQ1 26 & Google Q4 25– All In!
Qualcomm FQ1 26 – A situation that both Qualcomm and MediaTek would like to forget. Google Q4 25 – All its chips on AI