The steady rhythm continues.
Good deal. Bad Sign.
India must act to avoid Europe’s disappointment
Be at the bottom, not the top.
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.
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.
USA vs. China – The DeepSeek Effect
DeepSeek: 1, OpenAI: 5, Anthropic 4, Gemini: 9.