Has Nebius cracked the compute business model?
Revenue is not the problem.
SK Hynix and Samsung make the first cut. Business model wobbles.
15th 5-year plan will not solve the AI problem.
Broadcom FQ1 26 – Better bargains elsewhere Meta Platforms – Custom free-for-all.
DeepSeek: 1, OpenAI: 5, Anthropic 4, Gemini: 9.
Adobe and ServiceNow are at bargain prices. AI Scare Trade Slicing and dicing the sector Stock Selection. AI Hedge.
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.
Technology Newsround – Adobe & Cambricon
Adobe Q1 26 – Unnecessary uncertainty Cambricon – A rounding error.