Another nail in the coffin of the SaaSpocalypse theory.
Claude makes the case for ServiceNow, Salesforce & Co.
Anthropic needs focus.
Adobe and ServiceNow are at bargain prices. AI Scare Trade Slicing and dicing the sector Stock Selection. AI Hedge.
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....
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...
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.
OpenAI Developer Day – Tanks on Grass
Sam parks his tanks on Sundar and Mark’s lawn.