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.
I think Jensen stays on.
Demand keeps the story intact.
Qualcomm FQ4 26 – Wall of Worry Arm FQ2 27 – Getting interesting
Price cuts put Anthropic back in the red.
Apple struggles to justify its multiple.
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
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.