V4 shows the impact of US export restrictions.
Intel Q1 26 – Meme stock territory Meta – Zuck the Knife
SK Hynix Q1 26 – All cylinders Software: ServiceNow Q1 26 & IBM.
Microsoft’s AI is mediocre, and there is no visible fix yet.
Europe remains a rounding error.
TurboQuant could easily increase demand for memory.
Google opens a new front against OpenAI and others.
Revenue per GW has to rise.
Arm twists the knife on Intel.
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.
OpenAI – What IPO?
IPO hopes are receding.