Telecom and enterprise. China – Stop, start, stop start Retail – OpenAI and Google onboarded. Take Home Message
A keynote that needs human inference to fully understand.
Scaling has pretty much run its course.
Adobe Q1 26 – Unnecessary uncertainty Cambricon – A rounding error.
Has Nebius cracked the compute business model?
Revenue is not the problem.
SK Hynix and Samsung make the first cut. Business model wobbles.
15th 5-year plan will not solve the AI problem.
Broadcom FQ1 26 – Better bargains elsewhere Meta Platforms – Custom free-for-all.
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.
Micron FQ2 26 – The Price of the Boom
Micron’s finances are improving faster than its spending.