GTC Berlin Day 2 – A Very Civilised Affair Meta Platforms Q3 26 – Not what was hoped
Meta claims the frontier (again).
Too big, too expensive, no ecosystem.
OpenAI – Price cuts will be catastrophic Adobe FQ26 – Unnecessary uncertainty pt. II
A solid, if unexciting outing.
Intel Q1 26 – Meme stock territory Meta – Zuck the Knife
The new cook is confirmed.
Rivian will have to stop making cars.
Regular software has a role to play in advanced AI.
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.
Amazon and Intel Q3 26 – Another Bad Night
Results so far are not inspiring the AI trade Amazon Q3 26 – A cannonball to cash flow Intel Q3 26 – Double Whammy