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.
The AI trade looks similar to precious metals.
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.
Oracle FQ4 26 – B+
Oracle gets a provisional B+ for AI Infrastructure