Leading and winning are two very different things.
Mr Altman sounds more like the leader of a religion than a company CEO.
Power constraints play to Arm’s advantage.
Data centre is the elephant the market is ignoring.
AMD Q3 25: Market timing Ouster Q3 25: Narrative in charge.
Microsoft gets a licence for less than 1% of what the region needs in 2026 alone
No one cares until it is too late
Still space for major problems.
Qualcomm bets against high-bandwidth memory
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.
CoreWeave & Intel – Have and Have Not
CoreWeave Q3 2025 – Have. Intel – Have not.