Deal opens up the CPU market for everyone else.
OpenAI is hostage to its fundraising.
Buying AI Infrastructure with debt is a bad idea.
Arm FQ3 2026 – Smartphone proof Amazon Q4 25 – A crazy battle of one-upsmanship
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.
AI increasingly looks reset-ready
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.
Artificial Intelligence – The Money Waterfall
Be at the bottom, not the top.