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.
Everything depends on revenue per GW.
Llama put out to pasture.
There is not much on the table for public market investors.
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.
Smart Glasses – Oh Snap!
Too big, too expensive, no ecosystem.