Nvidia extends the party another 12 months.
Jalapeno is hot.
The cure for high prices is high prices.
Q3 2026 needs to be amazing.
A question of who you believe.
Nvidia & OpenAI – Cost leadership. CXMT – IPO Bounce.
Intel and AMD both require a stretch of the imagination Intel Q2 26 – Breathing space. AMD – The Big Leagues.
Hype tells one story. The stock market tells the opposite.
Going behind the meter should solve a lot of problems.
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.
Salesforce FQ2 27 – SaaSpocalypse Never!
Another nail in the coffin of the SaaSpocalypse theory.