Nvidia: gigantic cash machine on sale. Anthropic: early demand suggests risk appetite is as strong as ever.
AI chip imports into China more unlikely than ever.
Kioxia’s issues are Kioxia specific.
Results so far are not inspiring the AI trade Amazon Q3 26 – A cannonball to cash flow Intel Q3 26 – Double Whammy
The memory leopard will not change its spots.
Another move to secure its future.
The US hardware advantage dwarfs all else.
Qualcomm vs. Apple – Armistice Summit Day 3: The themes (almost) brought to life through demos.
Qualcomm hints at Apple’s Nemesis
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 – A Severe Test pt. II
Jensen’s chances nosedive.