Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow
Samsung Q1 26 – Memory Monster OpenAI – The sin of spread
TurboQuant could easily increase demand for memory.
Arm twists the knife on Intel.
Micron’s finances are improving faster than its spending.
A keynote that needs human inference to fully understand.
Scaling has pretty much run its course.
The steady rhythm continues.
Good deal. Bad Sign.
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.
Automotive Ecosystems – The $100bn Pitch
Rivian will have to stop making cars.