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.
Arm FQ4 26 – RSI curse. CoreWeave Q1 26 – Revenue per GW bomb
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.
Intel – Rising Tide
CPU tide floats all boats