Microsoft FQ2 26 – Wobble at the top. Meta Q4 25 – Peak Splurge.
UAE makes a play for open source.
AI increasingly looks reset-ready
The business model of compute needs an urgent fix.
Nvidia moves to preserve its dominance
Credibility is the real win for Cerebras Systems.
The business model does not quite work.
Argument for exports is weaker.
China is the roadblock, not the White House.
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 and Nvidia – Canaries?
The cure for low prices is low prices.