AI still driving the numbers Broadcom FQ3 26 – Fairly well anticipated. Snowflake FQ3 26 – SaaSpocalypse dying
AI on track for reality.
Buying Huawei makes no sense unless they are almost free.
Nvidia extends the party another 12 months.
Jalapeno is hot.
The cure for high prices is high prices.
Q3 2026 needs to be amazing.
A question of who you believe.
Intel and AMD both require a stretch of the imagination Intel Q2 26 – Breathing space. AMD – The Big Leagues.
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.
Nvidia & Hugging Face – Health Insurance
Nvidia invests to keep its share and margins in rude health.