Qualcomm FQ1 26 – A situation that both Qualcomm and MediaTek would like to forget. Google Q4 25 – All its chips on AI
AMD Q4 25 – Nvidia’s demise is not imminent. Software & Services – AI-related meltdown
Nvidia is the subject of pretty baseless market chatter.
The cure for low prices is low prices.
Pointless gimmicks are still a crowd pleaser
Microsoft FQ2 26 – Wobble at the top. Meta Q4 25 – Peak Splurge.
UAE makes a play for open source.
MediaTek has been hiding its light under a bushel
Intel looks like it is doing a Lucent.
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.
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