Meta becomes interesting.
OpenAI could be the dark horse of the AI industry.
GLM-5.2 can only be competitive on non-Chinese silicon.
Micron trades for stability.
4 hyperscalers in the bag.
More regulatory meddling.
Another deal at very high margins.
CPU tide floats all boats
Too big, too expensive, no ecosystem.
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.
Meta Platforms – Jackpot!
Better lucky than good.