Nvidia & OpenAI – Cost leadership. CXMT – IPO Bounce.
Intel and AMD both require a stretch of the imagination Intel Q2 26 – Breathing space. AMD – The Big Leagues.
Micron trades for stability.
CPU tide floats all boats
Too big, too expensive, no ecosystem.
A blip and a warning.
More convincing needed Intel – A temporary breathing space Microsoft – Bad timing
Jensen sets the agenda for Computex 2026
A solid, if unexciting outing.
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.
SK Hynix Q2 26 – Greed and Fear
A question of who you believe.