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.
Excessive leverage usually ends in tears
Cerebras times the market perfectly.
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.
Micron FQ3 26 – Peak Power
Micron trades for stability.