A solid, if unexciting outing.
Causality again! China’s real edge
Excessive leverage usually ends in tears
Almost as big as the technology problem.
Alibaba plays to its strengths.
The AI trade looks similar to precious metals.
Arm FQ4 26 – RSI curse. CoreWeave Q1 26 – Revenue per GW bomb
Money for nothing and your chips for free.
OEMs learn to love petrol once again.
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 FQ1 27 – Efficient Market
The market has a very good grip on the outlook