Computex Day 2 – Wider and deeper. While Nvidia dominated day 1 with data centre, it was left to the rest of the industry to make the announcements that everyone...
Nvidia is not standing still. Nvidia Founder Jensen Huang opened Computex 2025 with a confident session that launched new products aimed at the enterprise, but also admitted that in the...
Qualcomm FQ2 25 – Unreasonable punishment Qualcomm reported good results, but a slightly weaker-than-expected revenue forecast caused the market, already nervous about tariffs, to send the shares down 6%, creating...
Samsung Q1 25 – Welcome relief Samsung reported good results as smartphones and legacy DRAM fared better than expected, but the key catalyst for recovery which is the qualification of...
There is no fundamental support here. Another set of good results drove Palantir shares to new highs, but this was not the sort of blow-out that Nvidia has been reporting...
Pandemic darlings tell different stories. Peloton FQ4 24 – The turn Peloton reported revenues that grew YoY dispelling fears of the company being in a death spiral which, combined with...
Game changer that will be largely ignored. Nvidia AI Foundry is a consequential announcement as it looks like it has been designed to maintain Nvidia’s dominance in AI when CUDA...
Court decides what I have suspected all along Mike Lynch the ex-CEO of Autonomy has the last laugh in the 12-year battle over who was really to blame for HP’s...
Intel fights the battle of the benchmarks. Intel came out of its corner swinging taking on both Nvidia and Qualcomm in a keynote that was really all about how its...
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 26 – China? What China?
Game still on. Another great set of results confirms that the AI boom is still on and that any weakness from Chinese restrictions can easily be resold to other customers....