Oracle gets a provisional B+ for AI Infrastructure
A blip and a warning.
The present is rhyming more with the past.
More convincing needed Intel – A temporary breathing space Microsoft – Bad timing
Jensen sets the agenda for Computex 2026
The market has a very good grip on the outlook
Excessive leverage usually ends in tears
Cerebras times the market perfectly.
Almost as big as the technology problem.
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.
SpaceX (xAI) – Position of Strength
Anthropic was good, Google is better.